ABOUT US
Based in Jenison, Michigan, Straight Path Wealth Management serves clients throughout West Michigan and across the country. Whether you're preparing for retirement, already enjoying retirement, or navigating a major financial decision, our team brings retirement planning, investment management, and tax planning & preparation together in one coordinated plan.
Our Promise To You
At Straight Path Wealth, we will always provide proactive and objective advice designed to reach your goals. We will work with you to identify your goals, and then together we will create the best financial and investment plan to achieve those goals.
How We Fulfill That Promise
As an independent Registered Investment Advisor, we can recommend the best strategy for you. We work for you, not some Wall Street company. We are transparent and always act in a Fiduciary capacity, meaning all of our recommendations are only in your best interest.
How We Are Paid
We know that you have worked hard for your money and that you have saved it diligently. Because of this, we never make you question how much or where we are making our money. We will always clearly outline these the first time we meet. No surprises, only honest advice.
THE PROFESSIONALS BEHIND
STRAIGHT PATH
Behind Straight Path is a team of professionals with advanced credentials in financial planning, investments, accounting, and taxation, including CFP® professionals, a CFA®, a CPA, and Enrolled Agents. The CFP® certification alone requires extensive education, a comprehensive exam, thousands of hours of professional experience, and a commitment to rigorous ethical and fiduciary standards. Together, our team’s experience allows us to provide thoughtful, coordinated guidance for every area of your financial life.
OUR STORY
2011
Straight Path Wealth Management Is Founded
Straight Path Wealth Management was founded by Matthew Boersen in the spare bedroom of his first home, beginning with a vision to provide thoughtful, comprehensive financial guidance centered on each client’s goals.
2014
Straight Path Tax & Accounting Solutions Is Established
Matthew founded Straight Path Tax & Accounting Solutions to provide clients with more in-depth tax planning and small-business consulting services. This expansion helped differentiate Straight Path by creating a more integrated approach to financial planning, with a strong emphasis on tax efficiency, long-term growth, and sustainable income.
2016
Straight Path Acquires SA Advisory LLC
Straight Path acquired SA Advisory LLC, a fee-only registered investment advisory firm based in Grand Rapids, Michigan. The acquisition expanded the firm’s reach, brought valuable team members into the organization, and strengthened the services and resources available to clients.
2020
Construction Begins on a New Headquarters
As the firm continued to grow, Straight Path began construction on a new office building located just minutes from its existing location.
2021
Straight Path Moves into Its New Office
Straight Path officially moved into its new headquarters at 7699 Georgetown Center Drive in Jenison, Michigan, creating additional space to serve clients and support the firm’s growing team.
2024
Tax Services Become Exclusive to Wealth Management Clients
Straight Path Tax & Accounting transitioned to exclusively serving Straight Path Wealth Management clients. This change further strengthened the firm’s integrated approach by aligning tax preparation and planning directly with each client’s broader financial strategy.
IN THE
COMMUNITY.
Straight Path Wealth Management is proud to call West Michigan home. Through volunteer service, charitable giving, sponsorships, scholarships, and partnerships with local schools and community organizations, our team is committed to making a meaningful difference. Supporting the people and causes around us is an important part of helping our community thrive.
Organizations We're Proud to Support
THE STRAIGHT PATH DIFFERENCE
WHY WORK WITH STRAIGHT PATH?
Straight Path Wealth
Fiduciary Advice
Unwavering commitment to act in your absolute best interest, always.
Transparent Fees
Clear, straightforward pricing with zero hidden commissions or kickbacks.
Integrated Tax Planning
Tax preparation and proactive planning coordinated with your broader financial plan.
Engaging & Purposeful
Providing confidence through clarity, making finance approachable and fun.
Other Advisors
Non-Fiduciary Advice
Proprietary products and sales targets take priority over client needs.
Hidden Commissions
Opaque fee structures that hide the true cost of your investments.
Fake "Tax Planning"
Generic broad advice that you're left to execute on your own.
Boring & Complicated
Stressful meetings filled with industry jargon and no clear path forward.