Our Team

Matthew Stratton, CFP®, CLU®, ChFC®

Matthew Stratton, CFP®, CLU®, ChFC®

Senior Wealth Management Advisor

My role at TFA

I am a Certified Financial Planner™ practitioner. I use my 20 years of Financial Planning experience to serve as a Senior Lead Advisor with OneDigital. I help clients create and accomplish their lifelong visions through comprehensive financial planning. This includes goal, investment, retirement, education, and estate planning.

My motivation

I chose the financial planning profession after watching my father own a business but never fully benefiting from his hard work. It is my great joy to help clients realize their full financial potential and execute the vison they have for their lives and their children’s futures.

My life outside of TFA

I enjoy traveling with my wife and two teenagers. I am a classically trained guitar player and enjoy serving the community through volunteer work and raising funds for veteran charities.

Words that describe Me

Loyal, Appreciative, Caring

Favorite Movie


Favorite Book

Lord of the Rings

Favorite Quote

A person without a vision is a person without a future. A person without a future will always return to their past.

Best Advice

Find what you love to do and do a whole bunch of that.

Secret skill

Rock Painting

Connect with Matthew

We’re here to help you Live With Intention.

Worried about retiring? Do you feel personally and financially ready to retire? If the answer is not a solid, Yes, then it’s time to reach out for help in setting yourself up for success.

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