Matthew Grohocki

What sets my approach apart is my commitment to collaboration and coordination. I work closely with CPAs and estate attorneys to ensure my clients receive a premium, white-glove experience where every aspect of their financial life works together seamlessly. My clients often tell me they appreciate how I communicate complex financial topics in a way they can understand and how involved they feel in the planning process. Integrity is paramount to me— I personally use the same strategies and investments I recommend to my clients, putting my money where my mouth is.

My services include comprehensive financial planning, investment management, tax strategy, estate planning coordination, and succession planning for business owners.

Beyond my practice, I am committed to financial literacy education and regularly teach teenagers at my local church, helping young people build a strong financial foundation.

I live in Eastern Connecticut with my wife, Moriah, and our two children, Isaac and Lena. We are active members of our church and broader community.

My mission is to leave the world better than I found it. I see my financial planning practice as a vehicle to accomplish this goal—serving families and businesses who want to make a difference.

my history and experience

It is never too early to get started on your investment plans.

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