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Bookmark or Share- THE PERFECT RIA |About - THE PERFECT RIAIn 2020 Matthew’s firm, Jarvis Financial, ended the year with ~$1.5M in revenue on just shy of $200M of AUM and a 50%+ profit margin (EBOC), all while taking some 250+ ‘free days’ (days when he did not work). While this puts him at the pinnacle of ‘lifestyle firms’, it was a long and hard journey.
- Matthew Jarvis, CFP® - Seattle Financial Planner - Jarvis ...Matthew P. Jarvis, CFP ®, ChFC. In 2003 Matthew joined his father Nathaniel at Jarvis Financial and five years later he took over as President. Building on the foundation laid by Nathaniel, Matthew and the team have earned Jarvis Financial world-wide recognition for Delivering Massive Value to clients.
- Your Team - Jarvis FinancialMatthew P. Jarvis, CFP ®, ChFC. Certified Financial Planner™. In 2003 Matthew joined his father Nathaniel at Jarvis Financial and five years later he took over as President. Building on the foundation laid by Nathaniel, Matthew and the team have earned Jarvis Financial world-wide recognition for Delivering Massive Value to clients.
- Matthew JarvisBuy Matthew’s Book. But what makes Matthew unique is that he has so systematized his firm and the services he provides to his clients, that he’s able to support all 150 clients while also taking over 80 days of vacation every year, and still maintain a more-than-50% profit margin! In essence, Matthew runs a hyper-efficient lifestyle practice.
- Speaking – Matthew JarvisCritically acclaimed author, Matthew Jarvis, CFPR has quite literally written the book for financial advisors on how to Deliver Massive Value™. His intense focus on delivering the most value possible to clients, spending quality time outside of the office with his family all while being highly profitable in these pursuits has catapulted ...
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