Through tailored and timely financial and investment advice, my goal is to help clients succeed financially and work toward their life goals. Whether you’re in the early stages of building wealth or facing complex retirement- or estate-planning choices later in life, I’m ready and equipped to help you make decisions for your future.
Matthew Grahn
- CFP
- Partner
With nearly 20 years of experience in wealth management, Matthew Grahn, Partner at SC3F Wealth Management, began his journey in 2005 with A.G. Edwards & Sons, Inc. Prior to relocating his family of 5 to Illinois in 2019, he managed the Anaheim, Brea, and Manhattan Beach offices of Wells Fargo Advisors in southern California.
During his time there, Matt had the privilege of consulting more than 500 Financial Advisors and teams across the region, honing his expertise in serving high-net-worth families with complex financial needs. After an extended period of consulting and managing Financial Advisors, Matt started to miss the one-on-one conversations with the clients. He wanted to get back to helping families directly. As fate would have it, Matt and his wife, Joslyn, met Dan and Jeanne Cunningham of Mattoon, Illinois at a conference in Colorado. With Dan’s growing practice, and Matt’s growing family, Matt and Joslyn decided to move to Effingham, Illinois, to be closer to family and embark on an exciting new chapter.
Today, Matt is part of a collaborative team of Financial Advisors, including Dan Cunningham, Craig Cunningham, and Chris Considine. Drawing from his experience in consulting, he has tailored his practice to serve a select number of clients, enabling him to devote ample time to each individual's unique financial situation. This specialized approach is particularly beneficial for high-earning families and those with intricate tax and estate concerns. His clientele extends across the country, from California to Florida.
In his free time, Matt enjoys traveling with family, golfing, and exercising. He is an advocate for school choice and has the privilege of serving on the school board at Discovery Christian School in Effingham. Matt invites you to schedule an in person or Zoom meeting to explore if he can be of service to your family.
During his time there, Matt had the privilege of consulting more than 500 Financial Advisors and teams across the region, honing his expertise in serving high-net-worth families with complex financial needs. After an extended period of consulting and managing Financial Advisors, Matt started to miss the one-on-one conversations with the clients. He wanted to get back to helping families directly. As fate would have it, Matt and his wife, Joslyn, met Dan and Jeanne Cunningham of Mattoon, Illinois at a conference in Colorado. With Dan’s growing practice, and Matt’s growing family, Matt and Joslyn decided to move to Effingham, Illinois, to be closer to family and embark on an exciting new chapter.
Today, Matt is part of a collaborative team of Financial Advisors, including Dan Cunningham, Craig Cunningham, and Chris Considine. Drawing from his experience in consulting, he has tailored his practice to serve a select number of clients, enabling him to devote ample time to each individual's unique financial situation. This specialized approach is particularly beneficial for high-earning families and those with intricate tax and estate concerns. His clientele extends across the country, from California to Florida.
In his free time, Matt enjoys traveling with family, golfing, and exercising. He is an advocate for school choice and has the privilege of serving on the school board at Discovery Christian School in Effingham. Matt invites you to schedule an in person or Zoom meeting to explore if he can be of service to your family.
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It’s natural — and wise — to examine your financial outlook. A Financial Advisor can provide the advice and guidance you need to focus on your goals. I can help you start planning now for the future. I am backed by the resources, expertise, and investment selection of one of the nation’s most recognized financial services companies.