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Matthew Cash

Advisor at Avantax Planning Partners, Inc. — Grosse Pointe Woods, MI

Updated today

Credentials

CFP®, Series 63, Series 65

Experience

17 years

Location

Grosse Pointe Woods, MI

Avantax Planning Partners, Inc.

Multi-team

Total advisors

252

Across 130 offices

Clients per advisor

30 Very Low

Avg AUM per client

$692,697 Typical

HNW client ratio

16% Typical

About

Matthew Cash is a CFP® professional with 17 years of experience, currently serving as an advisor at Avantax Planning Partners, Inc. He has held roles at Robert W. Baird since 2016 and has worked with various Avantax entities and Cetera-affiliated firms since 2021. Avantax Planning Partners, Inc. provides portfolio management, financial planning, and managed retirement plan services to individuals, pension and profit-sharing plans, charitable organizations, and businesses, primarily through a network of CPA firms and registered advisors. The firm employs tax-intelligent strategies and firm-designed style allocation models overseen by an investment advisory committee, managing approximately $7.57 billion in assets as of December 31, 2025.

Client services

Based on Avantax Planning Partners, Inc.

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Avantax Planning Partners, Inc.

Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Retirement income strategy

Occupation focus

Based on Avantax Planning Partners, Inc.

Founder/Business Owner Attorney

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Fee options

Fixed

Flat fees for stand-alone financial planning services; negotiable and specified in client agreement.

Percentage

$0 - $1,000,000: 1.25% $1,000,001 - $2,000,000: 1.00% $2,000,001 - $5,000,000: 0.75% $5,000,001+: 0.60%

Commissions

Applicable only through affiliated broker-dealer or insurance services, separate from advisory fees.

Project-based

Hourly rates for financial planning services may be charged and are negotiable.

Other

Account minimum: $125,000 for Collateralized, Non-Purpose Loan Program; 0 for other services (no minimum explicitly stated or minimums are waivable/negotiable) Fee-only: Fixed or hourly fees for stand-alone financial planning services; fees are negotiable and specified in written agreement.

Location

See office

Grosse Pointe Woods, MI

Grosse Pointe Woods MI

Advisors at this office

1

Most active in

Iowa · Michigan · Texas

Work history

17 years of industry experience

Cetera

2025 - Present • 1 year

Schaumburg, IL

Cetera Wealth Services, LLC

2025 - Present • 1 year

Grosse Pointe Woods, MI

Avantax Advisory Services

2024 - 2025 • 1 year

Dubuque, IA

Avantax Insurance Agency and/or Avantax Insurance Services.

2022 - 2025 • 3 years

Dubuque, IA

Avantax Planning Partners

2021 - Present • 5 years

Dubuque, IA

Avantax Insurance Agency

2021 - 2025 • 4 years

Dubuque, IA

Avantax Investment Services, Inc.

2021 - 2025 • 4 years

Dubuque, IA

Robert W. Baird

2016 - Present • 10 years

Reston, VA

UBS Financial Services

2013 - 2015 • 2 years

Washington, DC

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Kimberly H

CFP®, CRPC®

Troy, MI

Innermost Wealth Management, LLC

I founded Innermost™ Wealth Management to create a more personal, thoughtful approach to financial planning and wealth management. My background in both finance and psychology shaped my belief that money is not just about numbers. It is deeply personal and connected to your values, goals, and life experiences. I work with professionals who want to grow and simplify their wealth, with a special focus on women navigating career growth, equity compensation, and major life transitions such as divorce. Many of my clients are balancing busy lives and complex financial decisions, and they value having a long-term financial partner who truly understands their needs. My firm is centered on ongoing wealth management through investment advisory relationships. Clients work with me for comprehensive financial planning and investment management that evolves with them over time. As a CERTIFIED FINANCIAL PLANNER® Professional, Chartered Retirement Planning Counselor℠, and Certified Divorce Financial Analyst® Candidate, I provide technical expertise and strategic guidance, while also recognizing the emotional side of financial decisions. My approach is compassionate, judgment-free, and designed to reduce stress while helping you feel more confident in your choices. I operate a fully virtual firm, working with clients across the country who appreciate flexibility and convenience. My goal is to simplify your financial life, provide clear advice, and help you align your wealth with what matters most to you. Outside of work, I enjoy traveling, photography, cooking, and spending quality time with my Beagle, Gracie.

General retirement planning General tax planning Wealth management Startup equity planning Divorce financial planning Women Professionals Life coaching / goal alignment Established Professionals Approaching retirement Dual Income Family
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Amanda N

Series 63, Series 65

Sterling Heights, MI

LPL Financial

Amanda Nowinski is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 12 years of industry experience. She has held roles at Christian Financial Credit Union and CUSO Financial Services, LP over the past decade. Outside of her advisory work, she serves as a notary and performs financial institution duties at Christian Financial Credit Union. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, banks, charities, and high-net-worth households. The firm offers a variety of investment delivery options supported by an in-house research team and a large network of investment adviser representatives.

Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
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John C

Series 63, Series 65

Grosse Pointe Farms, MI

Conway Asset Management, Inc.

John Conway is the principal advisor at Conway Asset Management, Inc. in Grosse Pointe Farms, MI, holding Series 63 and Series 65 licenses with 10 years of industry experience. He has been with Conway Asset Management since 1988. Conway Asset Management is an independent, state-registered advisory firm that provides discretionary portfolio management and limited hourly investment counseling to individuals, retirement plans, trusts, estates, and charitable organizations. The firm employs a fundamental investment approach focused on companies with strong growth and conservative balance sheets, managing accounts across equities, inflation hedges, fixed income, and cash equivalents.

Active portfolio management Options & derivatives strategies Concentrated stock management
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Frank C

Series 65

Detroit, MI

Jamerson-Crosby Investment Advisors LLC

Frank Crosby is a Series 65-licensed financial advisor with Jamerson-Crosby Investment Advisors LLC in Detroit, MI, bringing 12 years of industry experience. He concurrently works as a full-time research scientist at the U.S. Department of Defense's Naval Surface Warfare Center in Panama City, Florida. Jamerson-Crosby Investment Advisors LLC offers investment advisory and portfolio management services to individuals, trusts, estates, charitable organizations, foundations, and endowments. The firm employs a quantitative and economic analysis-driven investment process, combining long-term asset allocation with ongoing monitoring and rebalancing, and provides free services to nonprofit charitable organizations.

Active portfolio management Options & derivatives strategies
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Douglas N

CFP®, Series 63, Series 66

Clinton Twp, MI

Our Investment Guy

Douglas Newport is a CFP® with 21 years of industry experience, currently serving as the sole advisor at Our Investment Guy, an independent wealth management firm he established in 2018. His prior experience includes roles at Commonwealth Financial Network and Fifth Third Securities. Our Investment Guy provides wealth management and investment services to individuals, charitable organizations, corporations, and retirement plans. The firm combines passive and active investment strategies based on individualized policies and offers ongoing retirement plan consulting with a focus on advising plan sponsors and fiduciaries under ERISA.

College savings (529s, UTMA, etc.) Cash flow / budgeting Retirement income strategy
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David U

Series 66

Berkley, MI

Underhill Investments, LLC

David Underhill is the sole advisor at Underhill Investments, LLC, an independent firm based in Berkley, MI. He holds a Series 66 designation and has 14 years of experience in investment advisory services. In addition to his financial advisory work, Mr. Underhill is a licensed attorney providing estate planning services and a licensed insurance agent offering fixed annuities, life, and long-term care insurance. Underhill Investments provides discretionary portfolio management and co-advisory services primarily to individual and high-net-worth clients. The firm employs a blend of fundamental, technical, and cyclical analysis, incorporating long- and short-term positions and option strategies tailored to each client’s Investment Policy Statement.

ESG / Sustainable investing
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