Matthew Ricks
President
Haystack Financial Planning
Fee-Only financial planner located in New York City serving the disabled and special needs community
I am Fee-Only
I do not accept commission, referral fees, or compensation of any kind based on selling financial products, without exception.
I am a Fiduciary
I will put your best interests first, and fully disclose and manage unavoidable conflicts fairly in your favor, at all times.
Get to Know Matthew Ricks
I'm Matt - the President of Haystack Financial Planning, a Registered Investment Advisory firm in New York. As a financial planner who serves the disabled and special needs community, I have found the perfect way to merge financial planning with my passion for serving others. I am a CERTIFIED FINANCIAL PLANNER®️ professional and fiduciary that operates on a fee-only basis.
I currently live in New York City with my wife and our two sons. We enjoy exploring playgrounds, riding the bus and subway (pre-COVID at least), and searching for cool construction equipment. When not spending time with my family or running Haystack, you may find me walking one of the local golf courses, tapping a beat with my fingers (I'm a recovering drummer), searching for the perfect grilled cheese, or contemplating my next home improvement project despite living in an NYC co-op.
I Can Help You With:
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Fee-Only and Fiduciary - Without Exception
Watch Our Video: Fee-Only, Fiduciary, Independent
Office Locations
233 East 69th St - New York, NY 10021