Matt T. Longan
“If I can educate smart, successful people about how their money works, they will inevitably make great decisions about what to do with their wealth.” - Matt Longan
As a Partner and advisor in the firm, Matt helps people organize and optimize their resources in a way that aligns with their values and goals. He likens financial planning to cooking—oftentimes, people end up with so many “ingredients” in their portfolio (401(k)s, insurance policies, investments, etc.) and no clear idea of how to fit them together in a cohesive, intentional way. He helps them design a “recipe” that aligns with their idea of a great life, and then works with them to identify which ingredients need to be tweaked or added, and how to implement everything to create the best possible outcome.
He provides a comprehensive planning experience, and with more than 15 years in the industry, he helps clients address everything from basic insurance needs to complex business succession strategies and all the elements in between. Many of his clients are in the medical field, and he specializes in helping them create a clear path to retirement and beyond.
ADVISING APPROACH
Matt knows that the barrier to effective planning is often simply not knowing “how the game is played,” and his goal is to empower clients through education, so they have the tools they need to make confident decisions. His clients are highly intelligent, driven people, and he knows that once they fully understand how their money works and what’s possible with what they have, they’ll do amazing things. He loves opening their eyes to all they haven’t yet seen, showing them potential risks and opportunities so they can take their efforts to the next level. He helps his clients understand how every aspect of their wealth operates within the bigger picture, and then he helps them restructure everything to align with their values, desires, and goals.
EDUCATION
- Bachelor of Business Administration in Accounting, Northeastern State University
PERSONAL LIFE
Matt grew up in Morris, Oklahoma, and lives in Broken Arrow with his wife Gentry and their two cats, Maisy and Millie. (Although averse to the felines at first, he now loves the two very “dog-like” cats and enjoys playing fetch with them). He and Gentry have a close group of friends, and they love being the “host house,” where everyone gathers by the pool or grill to enjoy life together.
Matt enjoys spending time outside, whether he’s hunting or golfing (a sport he is admittedly not very good at, but hey—it beats being inside). He’s also a major NFL fan and has run as many as six fantasy leagues in a year. And while football is his main love, he’s happy to watch any professional sport, following the Thunder or catching the Masters when it’s on TV.
A Q&A WITH MATT
If you could eat only one meal for the rest of your life, what would it be?
I can’t get away from steak and potatoes. That’s hard to beat.
What is your favorite childhood memory?
My whole childhood was really cool. I grew up on a ranch, and I was in tow for everything that happened. As a young kid, I was doing stuff the adults were doing—helping work cattle, all of that. And my parents never missed my sports games. I had a great upbringing, and I know lots of people aren’t fortunate enough to have that. My parents sacrificed a lot for me, and I’m grateful for it.
What is one thing every person should add to their daily routine?
People should exercise more and eat healthy, and if they’re already doing that, they should eat a donut. Have that little thing that makes them feel good.
