Matthew  Jarrell, AIF®, CFS, CIS, CFS, CAS 

Retirement Wealth Manager

LPL Investment Advisor Representative

Phone: (269) 978-0238

Email: matthew.jarrell@lpl.com

Matthew Jarrell is an Investment Advisor Representative with LPL Financial and he is the founder of DocSpot Financial, an online investment resource for medical professionals. His experience includes working with high net worth investors with a focus on medical professionals and small business owners. His investment philosophy is progressive and rooted in the endowment models. Partnering with professional research firms allows Matthew to do what he does best which is focus on the client for service and support. Matthew is a contributing writer for Investopedia, an online information and news source for investors and investment professionals.

“Providing investment planning simply isn't enough anymore.  Serving busy medical professionals means being a concierge of services even if they're on the periphery of what we provide at the core.  Being all things to all people is what sets our service apart.”  Matthew was raised in rural SE Michigan and believes in small town values. He is a graduate of WMU and enjoys West Michigan.