Matthew Iverson

Celebrating the Impact of Our At Advisers Give Back, we believe in the power of financial planning to change lives. That’s why we’re incredibly grateful for the partnership and dedication of Wealthspire, whose support has made a profound impact on our mission. Thanks to the collective effort of Wealthspire’s advisors, staff, and supporters, the recent…

Everyone should have access to a great financial planner, regardless of what their bank balance is.  I started working in fintech over 15 years ago because I wanted to make this happen. During that time, I’ve come to the conclusion that the best way to realize this is by scaling pro bono financial planning. And…