Our Team
Unique Partnership to Provide Unique Solutions
With an office in the heart of Woodstock, Vincent Financial Group planted roots to help their clients navigate the complexities of sound financial planning and withstand the inevitable challenges that come along – building a team including two Certified Financial Planner™ designation holders to help provide the best possible advice.
Offering a unique blend of wealth management and asset preservation strategies, pooling their knowledge and years of experience so that they can provide solutions most one-dimensional firms can’t.
Aaron Vincent, CFP®
Aaron gets the most satisfaction from helping people reach their full potential and get where they want to be. Ensuring that investments and financial planning are aligned is a great outlet for that, as it touches so many aspects of life.
While working for a large national firm years ago, Matt realized that a huge amount of the advice given to clients was not aligned with their best interests.
Vincent Financial Group was started with the conviction that, while every client’s situation is unique, there is an optimal solution which perfectly suits each client. It may take more effort and sometimes thinking outside the box, but to get the job done, there is no other way.
As a Certified Financial Planner™ designation holder, Aaron is proud to be held as an Investment Adviser Representative and to put the clients’ best interests first.
Matt Decker, CFP®
Specializing in tax-efficient strategies and retirement income planning, Matt has reviewed many retirement income plans over the last decade. He is routinely sought out by high-net-worth individuals looking for tax-efficient strategies and legacy planning strategies. From professional athletes to real estate moguls, Matt has worked with and seen many complex financial planning issues.
Unfortunately, many of the retirement income and estate plans that Matt gets to review are woefully inadequate or unoptimized. After seeing this trend, he now dedicates a large chunk of his time to educating high income earners on complex financial planning topics through his YouTube channel.
Matt is married to his wonderful wife Kate, and together they have three boys, Vincent, Warren, and Marshall. They enjoy going to CrossFit together, cheering for the Braves, and going on hikes together as a family.
Kraig Guffey
Managing Director
Alek Searcy
Director of Operations
Aaron Dixon
Associate Advisor
Brady Watkins
Associate Life Professional
401(k) X-RAY
Is your 401(k) optimized for growth? Vincent Financial Group can help build the portfolio that’s best suited for your ideal retirement.
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