Dakota
Dakota
Book a Demo
Talk to an Expert

Matkovic Financial Group

EST. AUM
$135,000,000

CONTACTS

CLIENT ACCOUNTS

Firm Details

Metro area Indianapolis
CRD Number
Website matkovicfinancial.com
Client types

Overview

Matkovic Financial Group is an Indianapolis-based independent wealth management practice founded in 1951. The firm specializes in a "Cradle to Grave" comprehensive approach, explicitly integrating tax strategies with investment management, insurance, and estate planning. On March 31, 2026, the firm was acquired by Cetera Financial Group, joining the Avantax Planning Partners community. This acquisition allows the firm to transition its operational responsibilities to Cetera while maintaining its focus on serving high-net-worth families and small business owners through a tax-intelligent investment lens.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

Products & Services

Resources

Podcasts

Events

Company

© Dakota 2026 | Terms of Use | Privacy Policy