portrait of Matthew B Malten

About Matthew

We help optimistic, accomplished and purpose-driven businesses, families and individuals invest with impact. Specifically, our team is privileged to help clients in more than a dozen states integrate socially and environmentally responsible philosophies into a core approach of long-term, quality investing to help meet financial and life goals.

We treat clients like family. First and foremost, our team takes great care to understand what's most important to you. Then, we use an established process to build personalized strategies that help you reach your financial goals. We partner for life – with you, your accountant(s), attorney(s) and other important stakeholders – to...

Focus Areas

  • Retirement Savings Strategies
  • Estate & Legacy Strategies
  • Intergenerational Planning
  • Entrepreneurs & Business Owners
  • Sustainable investing

Work History

  • Edward JonesMarch 2014 to Current

Education

  • Duke UniversityMasters
  • Univ of IL-Champaign/UrbanaBachelor of Science

Personal Interests

  • Music
  • Personal Fitness
  • Woodworking
  • Sustainability
  • Social Responsibility

Team Members

  • Jeanne Nagorski
    Sr. Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon By Appointment Only
Tue By Appointment Only
Wed By Appointment Only
Thu By Appointment Only
Fri By Appointment Only
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

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https://www.edwardjones.com/us-en/privacy 

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