The Human Advisor

Matthew Ricks on balancing family, finding community, and serving special needs clients

Episode Summary

Matthew Ricks believes that every advisor needs a community to lean on. Through his advisor community, he found the courage to set out and become an entrepreneur. On his path, through pro bono work, Matthew Ricks discovered a gap in the disabled and special needs community. Determined to serve this community, he tailored his practice to be fully accessible and inclusive, starting with his digital presence. In this episode, Matthew shares why he decided to start Haystack Financial Planning, how he got the confidence to go independent, and how he balances it all while raising two young children with his wife.

Episode Notes

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