RubinBrown, LLP, welcomes Matthew Hartman, CFP®, to the firm’s Kansas City office, effective July 1. With eight years of wealth management experience serving high-net-worth clients in RubinBrown’s St. Louis office, Hartman joins Kansas City’s Wealth Management Services Group, led by firm partners Glenn Henderson, CPA, CFP®, and Ed Warren, CPA, CFP®. Hartman’s arrival demonstrates the firm’s commitment to the advancement of the Kansas City office and the Wealth Management Services Group, as well as RubinBrown’s focus on comprehensive financial planning and investment management services for high-net-worth clients.
“Our integrated suite of wealth management services was created based on what clients demanded. Clients particularly appreciate our role as a fiduciary and the value we bring to every relationship,” said Hartman. “I look forward to engaging one-on-one with clients and building upon the relationships Glenn and Ed have cultivated over the years. Kansas City is home to a strong, entrepreneurial metro filled with many opportunities.”
Prior to joining RubinBrown in 2007, Hartman launched his financial advising and asset management career at a national financial planning firm. Hartman is a graduate of Western Illinois University, and received his financial planning certificate from Boston University. With more than a decade of financial planning and investment management experience, Hartman currently serves as assistant vice president of RubinBrown Advisors, providing oversight for the firm’s business process development and daily practice operations.
“RubinBrown’s Wealth Management Services Group, as an integrated team across four markets, has grown from $300 million to $1.2 billion in the last eight years,” said Hartman. “I look forward to strengthening our client relationships by providing additional value and expanding our local wealth management services.”
Hartman is a member of the American Institute of Certified Public Accountants, Financial Planning Association, and serves on the sponsorship committee for the FPA of Greater St. Louis.
RubinBrown is one of the nation’s largest accounting and business consulting firms, with 500 team members working from offices in Denver, Kansas City, Nashville and St. Louis, including a satellite office in St. Louis’ CORTEX Innovation District. Founded in 1952, the firm’s team members establish best practices within specific industry segments and work to serve the community both inside and outside the workplace. Our mission is to help clients build and protect value, while at all times honoring the responsibility to serve the public interest. RubinBrown is an independent member of Baker Tilly International, a high-quality, dedicated network of 154 independent firms in 133 countries. For more information, visit www.rubinbrown.com.
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