The New Skool

Pursuing Independence to Serve Special Needs with Matthew Ricks

Episode Summary

Matthew Ricks is the President of Haystack Financial Planning, a modern RIA that focuses exclusively on serving the disabled and special needs community. An anomaly in the industry - he talks about why he focused here, his breakaway from traditional wirehouses, passion for drumming and how he’s made his website, services and marketing for his clients more accessible, real and “new skool.”

Episode Notes

Matthew Ricks is the President of Haystack Financial Planning, a modern RIA that focuses exclusively on serving the disabled and special needs community. 

An anomaly in the industry - he talks about why he focused here, his breakaway from traditional wirehouses, passion for drumming and how he’s made his website, services and marketing for his clients more accessible, real and “new skool.”

 

LinkedIn: https://www.linkedin.com/in/matthewgricks/

Haystack Financial Planning: https://www.linkedin.com/company/haystackfp/

Website: https://haystackfp.com/about