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Wealth Management for You

Investment Management + Advanced Planning

Our Approach
Work with a CFP® PROFESSIONAL 

When your financial advisor earns the CFP® certification, it means he or she is trained to provide holistic and ethical financial planning in your best interest.  So, with a CFP® professional, you’ll work towards financial confidence — today and tomorrow.

Financial Planning Video
Matt E. Streeter, CFP<sup>&#174;</sup>

Matt E. Streeter, CFP®

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Our Team is here to serve you
Our Service

Our Service


At First Gunn Financial Group we assist clients in pursuing financial independence through personalized wealth management.  

We focus on your goals and work with you to design a plan for wealth accumulation and preservation.

Long-term relationships that encourage open and honest communication have been the cornerstone of our success.

Over time you’ll pursue confidence in your investment and retirement strategy.

Our Services
Investments Keeping you up at Night?&#160;&#160;

Investments Keeping you up at Night?  


Together we can take the guesswork out of your financial future.

Our process combines my depth of investment knowledge, investment philosophy, and cutting-edge technology in order to empower fearless investing.

Want to learn more?  Watch the Fearless Investor video below.

Everyone has a Risk Number - Click the link to find yours!


Fearless Investor Video

Financial Education Topics

Saving for College 101

Saving for College 101

Here’s a crash course on saving for college.
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Surprises

Surprises

Making the most of surprises is a great reason to work with us.
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Retiring in a Post-Pandemic World

Retiring in a Post-Pandemic World

Imagine your ideal post-pandemic retirement with this animated video.
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When Special Care Is Needed: The Special Needs Trust

When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.
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