Boynton Beach, FL Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Materetsky Financial Group
Team
Firm-wide stats for Materetsky Financial Group
About
Materetsky Financial Group serves individuals, high-net-worth clients, retirement plans and charitable organizations, offering investment advisory services on a wrap-fee basis plus financial planning and retirement-plan consulting. The firm also facilitates implementation through affiliated registered representatives and licensed insurance agents and its principals offer separate tax-preparation services through a distinct entity.
The firm primarily manages client assets on a non-discretionary basis, allocating mainly to mutual funds and exchange-traded funds and treating cash as an asset class; as a result, client consent is required before trades are executed and the adviser cannot effect transactions when a client is unavailable. Accounts in the firm’s wrap-fee program receive bundled trade execution, custody and reporting services, and the firm generally recommends custodians such as Pershing or Schwab.
Distinctive for a team firm of its size, the four-advisor team oversees roughly $720.8 million in non-discretionary AUM across about 818 client relationships while acting as a wrap-fee program sponsor and providing retirement-plan participant education at no additional fee. The firm also uses third-party lead arrangements (Ramsey SmartVestor Pro), and discloses affiliated commission-based brokerage, insurance sales, and separate tax-preparation activities, which the brochure identifies as potential conflicts of interest.
Based on Materetsky Financial Group
Expertise
Based on Materetsky Financial Group
Location
2240 Woolbright Road, Suite 354
Boynton Beach FL 33426
Advisors at this office
3
Advisors at this office
Ira M
CFP®, Series 63, Series 65, Series 66
Boynton Beach, FL
Materetsky Financial Group
Ira Materetsky is a CFP® professional with 29 years of industry experience, currently serving as a financial advisor and president at Materetsky Financial Group. His career includes extensive tenure at Royal Alliance Associates, INC., spanning over two decades. Outside of investment advising, he owns and operates a tax preparation business. Materetsky Financial Group serves individual and high-net-worth clients, retirement plans, and charitable organizations, offering investment management primarily on a non-discretionary basis through a wrap-fee program. The firm emphasizes mutual fund and ETF allocations, client consent for transactions, and retirement plan consulting with participant education.
Matthew W
CFP®, Series 66
Boynton Beach, FL
Materetsky Financial Group
Matthew Welsh is a CFP® professional with 13 years of industry experience. He is a financial advisor at Materetsky Financial Group and previously worked at Royal Alliance Associates. In addition to his advisory role, he owns a tax preparation business. Materetsky Financial Group serves individual and high-net-worth clients, retirement plans, and charitable organizations, offering investment management primarily on a non-discretionary basis through a wrap-fee program that includes retirement plan consulting and participant education.
Joseph C
Series 66
Boynton Beach, FL
Materetsky Financial Group
Joseph Carpenito is a financial advisor with Materetsky Financial Group in Boynton Beach, FL, holding a Series 66 designation and over 13 years of industry experience. Prior to joining Materetsky Financial Group in 2022, he spent nine years at Raymond James Financial Services, Inc. In addition to his advisory role, he owns and operates a tax-preparation business. Materetsky Financial Group is a team-based firm serving individuals, high-net-worth clients, retirement plans, and charitable organizations. The firm primarily offers non-discretionary investment advisory services with a focus on mutual funds and ETFs, providing bundled trade execution, custody, and reporting within its wrap-fee program.
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