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Matt Boehm

Professional Experience

Matt Boehm is a Managing Partner with Legacy Wealth Partners, Inc. and he provides customized financial planning, analysis and strategies to his clients, specializing in retirement planning and investment analysis to individuals.

Since 1980 Matt has helped clients make informed financial choices to help achieve their goals. “I enjoy spending time with my clients in order to understand their unique goals and to help them achieve their custom financial strategies.”

Matt hosts various client events throughout the year. He focuses on education through one-on-one coaching and group meetings. “As a financial advisor, one of my key responsibilities is to help educate clients and keep them informed, so that they are comfortable with their investment decisions.”

Matt believes he is able to do what’s best for his clients because he is an independent financial advisor. As an owner of Legacy Wealth Partners, Inc., he has a vested interest in every client’s success. “I know the importance of understanding my clients’ goals. Every client is unique and every strategy must be custom designed.”

Matt makes it a priority to stay current with the latest retirement strategies. This gives him more options to meet unique client needs. Long-term relationships are of utmost importance to Matt. Matt has appeared on PBS, giving a presentation titled “Financial Strategies for Seniors” and has also presented to numerous non-profit organizations providing retirement and estate planning strategies and solutions.

Prior to joining Legacy, Matt spent over 20 years in corporate finance as Treasurer, Controller, Director of Mergers & Acquisitions and Vice President of Financial Operations and Continuous Improvement. “I strongly believe that my past corporate experience gives me a well rounded and unique perspective in serving my clients; experience and perspective not possessed by most other advisors.”

Personal

Matt enjoys spending time with his adult children, taking a keen interest in their personal and professional lives. Spending time with his children, as well as time in Florida, is a great outlet for relaxation from his busy schedule, while also allowing him to meet with his clients who spend time in Florida throughout the year.

Education and Accomplishments

  • BS in Accountancy, Northern Illinois University
  • MBA, Northern Illinois University
  • Certificate in Management Accounting (CMA)
  • SmartVestor Pro (Dave Ramsey Solutions)
  • FPA Oak Brook Council Board of Directors

*  Working with an advisor who subscribes to the SmartVestor Pro network cannot guarantee investment success or that financial goals will be achieved.  Advisors pay a fee to belong to the SmartVestor Pro program.  Dave Ramsey and the Dave Ramsey SmartVestor Pro program are not affiliated with WFS and are not sponsored or endorsed by WFS.