Rockford Financial Planning

Connor Matheny is a financial advisor at Rockford Financial Planning in Wilmington, DE, holding a Series 65 designation with three years of industry experience. His prior work includes roles at Rockford Financial Planning and earlier employment outside the financial sector. Rockford Financial Planning serves individual and high-net-worth clients as well as employer plan sponsors, offering portfolio management, financial planning, and retirement plan consulting. The firm primarily uses passive, asset-class portfolios with index funds and ETFs and operates a wrap fee program that combines advisory, brokerage, and custody services.

Our goal is to be a trusted advisor to our clients, bringing simplicity to complicated financial matters. We have structured our business so that we ALWAYS act as a fiduciary and in your best interest. People are often surprised to learn that most financial planners are limited to when they act as a "fiduciary" and not through the entire advisor-client relationship. For these advisors their primary obligation is to the firm; their secondary obligation is to their client. At Rockford Financial Planning, it is our job and responsibility to get you and your family access to the best services and resources available in the industry, regardless of where they are housed. After developing a true understanding of each client’s circumstances and family dynamics, we use a disciplined approach to customize a comprehensive financial plan. Then we work together to manage your finances and investments with the plan serving as a map for a clear path forward. Our transparent fee schedule makes it easy to understand exactly how we get paid. We are "fee only," which should not be confused with "fee based." There are no hidden fees.