Matt Knolle co-founded Haven Advisory Partners in Lancaster, PA, after working for many years with a local planning firm.
Matt grew up in southeastern Ohio, tirelessly working with his father to clear acres of wooded property. This taught him the value of hard work and determination early on in his life. He has carried these fundamental principles with him to his advisory career, which has been built upon (you guessed it!) plain old hard work! Matt is an ardent football, baseball, and hockey fan, closely following all Pittsburgh sports. He also enjoys traveling and has been to six continents, making it a point to see the world with his wife of eight years.
Matt genuinely enjoys staying up to date with the broader markets and is an avid reader, ensuring that the client experiences a thoughtfully curated, yet personalized experience. He leverages technology and a sincere passion for delivering a holistic client experience and is actively involved with numerous non-profits, assisting in fundraising, taxwise strategy, and donor education.
Matt lives with his wife, Allison, and their three children, Elizabeth, Katherine, and Henry, in Lancaster, along the Conestoga River. They attend Lancaster Alliance Church and are thankful and blessed to be part of a tremendous church family.
Matt specializes in:
- Trust and Estate Planning
- Holistic Retirement Planning
- Cashflow Modeling
- Tax-efficient Giving Strategies
- PSERS Retirement
I look forward to developing a relationship with you and your family so we can leave no stone unturned in the financial planning process! Strategizing with our team of amazing professionals to provide top-tier direction and guidance is what motivates me daily to come alongside and help those that have been called to be good stewards. Come pay us a visit in the heart of Lancaster County, surrounded by the beautiful farm scenery, which is what makes Lancaster an unparalleled place to live and retire!
Life Relevant Financial Advice
My objective as your Wealthcare advisor is to inspire and guide you toward pursuing the life of your dreams. I will help you explore your highest aspirations and imagine the life you may have never thought possible before. And together, we’ll create your personal “Financial Strategies” plan.
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Client Relationship Summary.
Established in 1999, Wealthcare Capital Management (Wealthcare) is a very different kind of a financial advisory firm. We pioneered a new way of providing financial life guidance, using Goals-Based Wealth Management. The cornerstone of our patented goals-based investing process is quite simply to help our clients, above all else, to make the most of their life.
We accomplish this by helping you understand and identify your most important life goals. And then we align your investments with those goals. Our process guides you through the myriad of changes in your life that will invariably require financial decisions. This is what we refer to as Financial Guidance for Life.
At Wealthcare, we measure our success in our clients’ fulfillment — one client at a time.
With our goals-driven investing approach, you will:
- Have your personal goals in complete alignment with your investments.
- Always know where you stand and we’ll present your progress reports in “plain” English.
- Have confidence in your ability to reach your goals, independent of market fluctuations and changing life circumstances.
Wealthcare’s patented process is designed to help you reach your life goals, while minimizing unnecessary investment risk or needlessly sacrificing your life now.
Our process is dynamic and continual, as is life, and it will guide you through the entirety of your financial life.
MOST IMPORTANTLY, THE WEALTHCARE PROCESS IS YOU- DRIVEN. NOT MARKET DRIVEN. IT’S POWERFULLY SIMPLE. IT’S REFRESHINGLY CLEAR.
And it all STARTS WITH A GREAT CONVERSATION
A conversation that helps you to visualize your most important life goals
Do you like to travel? How will you pay for your children’s education? What exactly does “comfortable” retirement look like to you? You’ll cover these topics — and more — during our initial conversation.
We’ll use this conversation as a launching pad for creating your financial life plan. My objective as your Wealthcare advisor is to inspire and guide you toward pursuing the life of your dreams. I will help you define your life goals, and most importantly, will guide you toward achieving them.
But this is just a beginning. Wealthcare’s financial plan is not a “set it and forget it” tool. It’s a dynamic financial guidance system that evolves as your circumstances and financial markets change. I will continually monitor your plan against your changing life events and your investment portfolio, keeping the two in sync. Our software runs sophisticated market simulations, designed to monitor, measure and track your progress and report back to you with clarity.
Your Comfort Zone®
You will have confidence in your financial life plan because I will be constantly performing analytics in an effort to ensure your success. At Wealthcare, we call this being in the Comfort Zone. The Comfort Zone measures the probability of reaching your financial goals. And it also alerts you if you veer off course.
John & Ann's Confidence Level is 85%
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This chart is for illustrative purposes only.
Stay on Course
The Wealthcare process is YOU-driven, not market-driven. As your circumstances, goals and priorities change, I will work with you to make appropriate adjustments. Whatever life events come your way — from expanding your family to buying a vacation home — I will monitor and measure each event against its financial impact on your plan.