We utilize a disciplined process to deliver comprehensive wealth management services.
We create customized solutions for each client because every client situation is unique.
We provide ongoing counsel and advice in areas often overlooked by the profession.
We take time to know and understand our clients’ goals and dreams, not simply their finances.
Our team is dedicated to being more than financial professionals; we believe we must be advocates and stewards of our clients’ resources.
We provide comprehensive wealth management services because we understand the importance of evaluating, discussing and monitoring all issues affecting a client’s financial life.
We are independent, so we have no outside interests, no proprietary products and no affiliations with special interest groups.
Welcome to M. White Financial Services, home to a team of professionals dedicated to assisting our clients in every aspect of their financial lives.
We encourage you to explore our site and learn more about our organization, our people and the unique way we assist our clients with their wealth management issues. We welcome the opportunity to share this information with you and look forward to becoming personally acquainted with you and your family.
The need for financial planning doesn't stop once you reach retirement. In fact, during retirement it's more important than ever to work with a financial planner to ensure that your investments can sustain the life of your retirement and beyond. We'll work with you and your family to develop a strategy that meets all your needs.
Meet The Team
Founder & Wealth Management Advisor
Matt is the founder of M. White Financial Services and serves as the senior advisor on all relationships. As a CPA, Matt’s entire career has been dedicated to helping clients handle tax issues and working toward meeting their...
Lori Eshbach Comanich is an advisory consultant who is dedicated to helping clients work toward meeting their financial goals; from retirement planning and college planning to estate planning and legacy planning for the next generation...
Director of Practice Development, Gerontologist
Stacey works behind the scenes to make your experience as part of the M. White Financial Services family exceptional. She skillfully combines industry knowledge with her background in psychotherapy to help us deliver professional...
(Retired July 2020)
Anita joined M. White Financial Services in 2007 with over 25 years of industry experience ranging from client service to regulatory compliance. During her 13 year tenure with us, Anita worked closely with Matt on the design,...