Matthew Stearns, CFP®, CKA® Millennial Money Management
- 17102 Conneaut Lake Road, Meadville, PA 16335
- (814) 853-3379
- http://www.milmoneymanagement.com/
About Matthew Stearns, CFP®, CKA®, RICP®
Welcome to Millennial, a modern financial planning firm, focused on biblical stewardship. We work with households of all ages and small-business owners to help them align their wealth and financial plan with God’s desire. We do this through biblically responsible investing, charitable giving planning, Christian life planning, and everything that comes along with it.
Our mission is to use our financial expertise and our training from Kingdom Advisors, to help you steward your money for Kingdom purposes. We are skilled investment managers, but also focus our efforts on thoughtful giving and purposeful living.
After starting my firm as a full-service investment company in 2017, I realized the potential to deliver much more important results besides investment results and net worth. While the Gospel message is not one of poverty and struggle, we challenge our clients to think beyond just wealth accumulation. We partner with the National Christian Foundation as a platform to facilitate charitable giving as well as a platform to invest and grow assets dedicated for giving in the future.
On a personal note, I am an avid golfer and outdoorsman. In 2016 my brother and I completed a thru-hike of the Pacific Crest Trail and frequently hike in our current “neck of the woods”. I spend much of my free time traveling with friends whom I met on my two semesters studying abroad in Germany and Hong Kong. I am a regular member of Saegertown United Methodist Church and serve on the Financial Advisory Committee.
Disclosure
The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.
XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.
Ideal Clients
- Charitable Giving
- Christian Business Owners
- Christian Faith Based
Ways Advisor Charges
- Monthly Fee
- Flat Fee
- Hourly
- Assets Under Management
Fee Options
- Monthly Fee: $150+/mo
- Flat Fee: $500+/engagement
- Hourly Fee: $150+/hr
- AUM: 0.50%
SEC Records
Disclosure
The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.
XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.
