Matt Meyer

Synchronize is a strategic partner to Guardian Financial Partners.

Synchronize provides hands-on support and training that focuses on enhancing and refining the people, processes, and poetry of the partner advisory firms they serve. They aim to increase revenue, reduce costs, and help increase enterprise value. Synchronize’s A-Z back-office support is delivered by their team of professionals with long-standing careers in financial services. Their experience has been working closely with advisors and as top-tier sales representatives in client-facing sales roles. They have successfully helped build and run an RIA and have experienced the full life cycle of a firm.

Matt serves as Guardian Financial Partners' insurance specialist, working alongside the firm's advisors to identify and implement sophisticated risk-management strategies for their clients. His areas of expertise include advanced estate planning, business succession planning, long-term care, life insurance, and retirement income solutions. Matt also provides case design, product analysis, and carrier coordination to help ensure each strategy is aligned with the client's broader financial plan.

What are 3 words people use to describe you?
Genuine, Honest, Inquisitive 

What are you most grateful for?

The opportunities I have had in my life.

What is the best advice you have ever been given?

To live and make the most of the present. 

How do you define success?

That the people are happy to be in my life.

What life lesson did you learn the hard way?

That you should only surround yourself with people that have your best interest in mind.

What was the best book you’ve read and why?

Atlas Shrugged – because it explores the dilemma of having to choose between morality and happiness.