Matthew is a people’s person, through and through. He’s a natural connector with an ability to relate on a deeper level, almost instantly.

To him, nothing is more powerful - or empowering - than a conversation. This is what gives people the opportunity to dream about their lives and what could be possible with proper investment planning in place. It also provides the inspiration to activate their dreams as soon as possible.

As he’s lived in or explored more than 50 countries, Matthew is experienced in striking up meaningful conversations, no matter a person’s background.

And with his Master’s in Financial Economics from the prestigious St. Andrews University in Scotland, he is fluent in discussing comprehensive financial guidance with a specialization in investment management and wealth preservation strategies.

Dig Deeper

Asking a question will only get you so far. Real information comes by following up, searching for the why behind the answer. Why someone wants to retire at a certain age. Why they want to have a certain amount of money. Or why they would consider changing careers.

That’s why Matthew digs deeper during his discussions. He believes this is how you build open, honest lines of communication. 

Sharing Experience

Matthew helps to attract interested Financial Advisors who may want to consider becoming part of The Princeton Group's independent financial advisory practice. As the son of two Financial Advisors and being one himself, he enjoys sharing his experience of independence with those looking for a change.

Fishtown, Philadelphia

Matthew and his business partner established the tenth office of The Princeton Group on Frankford Avenue, the main commercial street in Philadelphia’s Fishtown neighborhood, with a mission of making wealth management more transparent, accessible, and authentic.

Outside the Office

Matthew loves to globetrot (Portugal is his favorite destination) and is probably choosing his next country to visit right now. He’s active in the Philadelphia community where he serves as President of the University of St. Andrews Alumni Philadelphia Chapter and Chair of the French American Chamber of Commerce Program Committee.

CA Insurance License Number 4260761. Resident State PA

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Caroline has accomplished more than most will in a lifetime: Authoring four children’s books, presenting a TEDx Talk—even serving as the inaugural Miss Pennsylvania Volunteer.

She’s also already found her dream career: Helping people find financial comfort. And Caroline’s in it for the long haul to help individuals, families, businesses, and nonprofits achieve that goal for generations to come.

She considers herself gritty, never afraid to put in the work, no matter how long it takes. Caroline thinks in terms of decades, not months or years. Her roadmap for building client wealth is pages long, not a paragraph.

Live and Learn Vibrantly  

The first thing clients notice about Caroline is her endless energy. She throws this same passion into all she does, including her education.

Caroline graduated Summa Cum Laude from King’s College with a Bachelor of Science in Business Administration—with a double major in Management and Marketing and a minor in Leadership Studies. She also earned with a Master of Science in Personal Financial Planning from the College for Financial Planning. Caroline is pursuing her second master's degree, a Master of Science in Organizational Dynamics, at the University of Pennsylvania beginning this January.

Caroline holds her Series 7 and Series 66 FINRA registrations, as well as her PA Life and Health Insurance Licenses. She also earned the Chartered Retirement Planning Counselor™ designation and the Chartered Retirement Planning Specialist™ designation from the College for Financial Planning. 

But the most important thing she’s learned isn’t in a book. It’s that real results happen when you really listen, cut through the noise, and understand what a client truly needs. And she listens with the same intent as she does everything else.

Fishtown, Philadelphia

Caroline and her business partner established the tenth office of The Princeton Group on Frankford Avenue, the main commercial street in Philadelphia’s Fishtown neighborhood, with a mission of making wealth management more transparent, accessible, and authentic.

She is active in the Fishtown, Philadelphia community as the Co-Founder of Fishtown Connect and a Board Member of the Fishtown Kensington Business Improvement District (BID).

Outside the Office  

Caroline is a stranger to sleep. At this very moment, she may be performing as a classically trained pianist, training for her next marathon, or writing another book… quite possibly all at the same time.


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