Blog
Hi! I'm Matthew Filepp, CFA, CFP® and founder of PB Wealth, LLC. This blog is created to help young professionals and families navigate pivotal financial life decisions by providing useful information.
I founded PB Wealth to focus on what truly matters; understanding who you are, where you want to go, and identifying any financial blind spots that may be holding you back.
My mission is to make a real impact in people’s lives, specifically focusing on young professionals and families - people in their peak decision-making years who need someone that truly invests in them and empowers them. I believe a financial advisor should meet you where you are, whether you’re just starting out or whether you’re in your peak earning years, it should not matter. I help you build a life that is truly meaningful to you.
How The New Tax Bill Affects You
How The New Tax Bill Affects You. See what's changed. This blog post is intended specifically for young professionals and families and focuses on important changes in the new tax bill that are likely to affect them.
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