
- Lexington office
- (859) 967-0878
- mrose@mcfadvisors.com
Retirement Plan Services
Matthew L. Rose, CFP®
Financial Advisor & Retirement Plan Consultant
Matt is a Financial Advisor and Retirement Plan Consultant at MCF, based in the Lexington office. He supports clients in the Wealth Management division by developing and maintaining comprehensive financial plans. Within the Institutional Services division, he provides leadership in plan administration, DOL and ERISA compliance, plan benchmarking, and investment consultation.
Matt is a CERTIFIED FINANCIAL PLANNER™ professional and holds a BBA in Finance from Lipscomb University in Nashville, where he played Division I basketball.
He lives in Lexington with his wife, Caroline, and their daughters, Ruth and Hope. They are active members of Southland Christian Church, and Matt serves on the Lexington Christian Academy Alumni Council. In his free time, he enjoys reading, playing the piano, and spending time with friends and family.