Advisor at Kroeger Financial Partners
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Firm
Kroeger Financial Partners
Location
Grass Valley, CA 95945
Credentials
CFP®, Series 65
Industry experience
4 years
Matthew Osypowski is a CFP® with four years of industry experience, currently serving as an advisor at Kroeger Financial Partners. His prior roles include positions at Sierra Starlight Insurance Services and ownership of Golden Era Lounge. Kroeger Financial Partners serves individual and high-net-worth clients, trusts, and small businesses, providing discretionary asset management, financial planning, and in-house tax preparation services. The firm emphasizes tailored investment programs based on fundamental analysis and maintains quarterly portfolio reviews.
Based on Kroeger Financial Partners
$0 - $1,000,000: 1.25% annually $1,000,001 - $2,000,000: 1.0% annually $2,000,001 - $5,000,000: 0.75% annually $5,000,001 - $10,000,000: 0.65% annually $10,000,001+: 0.5% annually
Financial planning and consulting services at $350 per hour for one-time consultations.
Account minimum: $500,000 Fee-only: Hourly fee of $350 per hour for one-time financial planning consultations; no ongoing financial planning services offered.
12430 Nevada City Highway
Grass Valley, CA 95945
California
Kroeger Financial Partners
2024 - Present (2 years)
Kroeger Financial Inc
2021 - Present (5 years)
Kroeger Financial Inc
2021 - Present (5 years)
Sierra Starlight Insurance Services
2020 - 2021 (1 year)
Golden Era Lounge
2015 - 2020 (5 years)
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Bank
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Accountant / CPA / tax prep
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Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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