Matter Family Office

Matter Family Office (CRD# 106806) is a financial advisory firm headquartered in Clayton, MO. They manage $2,209,541,775 in 219 accounts and serve the financial needs of clients across 8 states (or territories).

By the Numbers
  • Total Assets Under Management
    2,210
    MILLION
  • Total Number of Accounts
    219
    ACCOUNTS
  • Average Account Value
    $10,089,232
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, CO, CT, FL, IL, MO, NY, TX

Financial Advisors at Matter Family Office
Showing 1 - 10 of 10 top financial advisors.
1
Kendall M. Young
CRD#: 5081598
7711 Bonhomme Avenue, Suite 400, Clayton, MO 63105
103
Wealthminder
score

About

Kendall Young (CRD# 5081598)  has over 17 years’ experience at Matter Family Office providing independent and objective advice to clients regarding family wealth management. My focus is on creating and implementing financial strategies that generate tax-efficient wealth accumulation, retirement income and asset protection. I enjoy leading families in all areas of their financial life including coordination of income tax planning, estate planning and insurance reviews. 

 

Expertise    
Whether you've recently sold a business, inherited wealth, or have a pending retirement, Matter thrives on the complex challenges of managing generational wealth from trust and estate planning to tax management, family governance, and reporting and accounting.

 

Certification

Kendall has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.

 

2
Lisa Y. Hauck
CRD#: 2713926
8001 Forsyth Blvd., 2nd Floor, Clayton, MO 63105
96
Wealthminder
score

Lisa Hauck (CRD# 2713926) is an Investment Advisor Representative working at Matter Family Office in Clayton, MO and has over 20 years of experience in the finance industry. Lisa Hauck has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Bradley J. Bishop
CRD#: 1441255
7711 Bonhomme Avenue, Suite 400, Clayton, MO 63105
93
Wealthminder
score

Bradley Bishop (CRD# 1441255) is an Investment Advisor Representative working at Matter Family Office in Clayton, MO and has over 24 years of experience in the finance industry.

4
David S. Dankmyer
CRD#: 5155590
7711 Bonhomme Avenue, Suite 400, Clayton, MO 63105
93
Wealthminder
score

David Dankmyer (CRD# 5155590) is an Investment Advisor Representative working at Matter Family Office in Clayton, MO and has over 9 years of experience in the finance industry.

5
Brian J. Fernandez
CRD#: 4767507
7711 Bonhomme Avenue, Suite 400, Clayton, MO 63105
93
Wealthminder
score

Brian Fernandez (CRD# 4767507) is an Investment Advisor Representative working at Matter Family Office in Clayton, MO and has over 12 years of experience in the finance industry.

6
Whitney M. Kenter
CRD#: 4542272
7711 Bonhomme Avenue, Suite 400, Clayton, MO 63105
93
Wealthminder
score

Whitney Kenter (CRD# 4542272) is an Investment Advisor Representative working at Matter Family Office in Clayton, MO and has over 13 years of experience in the finance industry.

7
Kirby T. Ott
CRD#: 4572329
7711 Bonhomme Avenue, Suite 400, Clayton, MO 63105
93
Wealthminder
score

Kirby Ott (CRD# 4572329) is an Investment Advisor Representative working at Matter Family Office in Clayton, MO and has over 13 years of experience in the finance industry.

8
Ryan M. Blackburn
CRD#: 4501608
7711 Bonhomme Avenue, Suite 400, Clayton, MO 63105
90
Wealthminder
score

Ryan Blackburn (CRD# 4501608) is an Investment Advisor Representative working at Matter Family Office in Clayton, MO and has 1 year of experience in the finance industry. Ryan Blackburn has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

9
John E. Lawrence
CRD#: 5863960
210 University Boulevard, Suite 220, Denver, CO 80206
90
Wealthminder
score

John Lawrence (CRD# 5863960) is an Investment Advisor Representative working at Matter Family Office in Denver, CO and has over 5 years of experience in the finance industry.

10
Katherine B. Lintz
CRD#: 4358913
8001 Forsyth Blvd., Floor 2, Saint Louis, MO 63105
90
Wealthminder
score

Katherine Lintz (CRD# 4358913) is an Investment Advisor Representative working at Matter Family Office in Saint Louis, MO and has 1 year of experience in the finance industry. Katherine Lintz has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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