Our Firm

Helping You Plan For What Matters Most

At Willow Chute Financial, planning is about helping you make sense of the moving parts, see the bigger picture, and make decisions with greater clarity. Our founder, Matt Stephens, built the firm to serve people who know that managing their finances is important, but do not always have the time or frameworks to sort through every detail on their own. With an integrated perspective on tax and financial planning, our firm helps bring everything together so decisions feel more coordinated, more practical, and more aligned with how clients want to live, give, and grow.

Tax Strategy And Financial Planning Work Better Together

Too often, financial decisions are made without fully considering the tax consequences that come with them. We take an integrated approach so clients can better understand how one decision may affect the next and keep more of what they have worked to build.

Guidance Driven By Excellence And Attention To Details

Led by a CFP® professional, our team brings a high standard of planning experience to every client engagement, pairing technical knowledge with practical guidance clients can actually use. Additionally, Matt’s membership in the Forbes Finance Council reflects his commitment to ongoing growth and meaningful insight.

Bringing Complex Decisions Into Clearer Focus

We help make complexity more understandable and actionable, so clients are not left sorting through disconnected pieces on their own. That means clearer conversations, a responsive process, and a clear picture of where you are, where you are headed, and what’s next.

Our Core Values

These principles determine the way we approach our work every day.

An Integrated Perspective

We believe financial planning and tax strategy are inseparable. When the two work together, clients keep more of what they've earned and arrive at their goals with fewer surprises along the way.

Experienced Guidance

We customize plans and tailor recommendations according to what we know and where our clients want to go. The result is a long-term strategy that holds up on paper and in real life.

Simplify Complexities

Financial planning should be clear and easy to follow, no matter how complex the underlying concepts. We make finances simple to understand, leading to confidence around your financial decisions.

A Client-Centric Approach

Our structure makes objectivity possible. When there's no pressure to favor a particular product or platform, the only question that matters is what actually fits each client.

Build A Solid Foundation For Your Financial Decisions

Whether you already know what you need or you are still figuring that out, Willow Chute Financial can help you organize the moving parts and take the next step with clarity. Start a conversation today to see how integrated tax and financial planning can support your goals.

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Causes We Care About

We believe good stewardship should extend beyond personal finances. Our firm is proud to support causes that help the people in our community and make the kind of long-term impact that makes life richer for everyone.

Organizations We're Proud To Support

Tailored Recommendations Based On Your Situation

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The People Behind Willow Chute Financial

Meet Our Team

Start Living, Giving And Growing With Confidence

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