In The News
Straight Path Wealth Management & Our Financial Advisors in The Spotlight
February 1, 2024
By Matt Boersen’s own admission, his father wasn’t the typical person one might expect to hire a financial planner. Yet growing up, Boersen saw the positive impact that financial planning had on his father, who worked as a tool and die maker in the manufacturing industry, and his family.
January 9, 2024
August 11, 2022
The Board of Directors of Certified Financial Planner Board of Standards, Inc. (CFP Board) announced today that it has elected Matthew Boersen, CFP® as its 2023 Board chair-elect.
August 11, 2022
The board of directors of Certified Financial Planner Board of Standards has elected Matthew Boersen as its 2023 board chair-elect. Boersen is the managing partner at Straight Path Wealth Management, a registered investment advisory firm based just outside of Grand Rapids, Michigan.
2020
Matthew Boersen was selected as one of the top 40 advisors under 40 from across the country.
January 5, 2020
Matt Boersen considers his new role as a director at the Washington, D.C.-based Certified Financial Planner Board of Standards Inc. as coming at a pivotal time for the industry.
February 22, 2019
A key part of creating a successful execution plan is to determine what steps can be delegated appropriately and then set clear timetables for completion of those steps. - Matthew Boersen, Straight Path Wealth Management.
December 2, 2019
Matthew B. Boersen, CFP®, CFA®: Boersen is a managing partner at Straight Path Wealth Management in Jenison, Michigan. For several years, Boersen has served on several nonprofit boards including a private school and a nongovernmental organization (NGO) that provides health care in Sudan and Kenya.
November 26, 2018
"Advisors can get so engrossed in their specialty that they have no idea where the client is coming from," said Matthew Boersen, a certified financial planner in Grand Rapids, Mich.
November 1, 2018
But many estate-planning experts say unequal inheritances can tear the family apart after your death. “Any differences among siblings tend to create animosity,” says Matthew Boersen, a certified financial planner in Jenison, Mich.
June 14, 2017
A low-rate world has pushed many investors to reach for more yield by holding low-quality, high-yield bonds, said Matthew Boersen, a CFP with Straight Path Wealth Management in Jenison, Michigan.
September 22, 2017
Review bank and credit card statements for the past six months to learn what bills regularly come in and must be paid, says Matthew Boersen, a certified financial planner with Straight Path Wealth Management in Jenison, Mich.
July 23, 2014
When the couple first came to adviser Matt Boersen, the arrangement seemed fine to him. Mr. Boersen is a partner with Grand Rapids, Mich.-based Straight Path Wealth Management, which manages $16.9 million for 135 clients.