About Us
Matthew Arnett is the managing member of the organization and is responsible for day-to-day operations such as servicing clients, managing portfolios, and recruiting and training advisors. Matthew has been in the investment field since 2002 when he joined American Express Financial Advisors in Henderson, KY. While at American Express, Matthew learned the basics of financial planning and portfolio management. In 2004, Matthew was offered a position in the Evansville, IN office of A.G. Edwards & Sons as a financial consultant. While at A.G. Edwards, Matthew was recognized nationally for sales achievements as well as by the CEO, regional manager, and manager of training for training accomplishments. During his time at A.G. Edwards, Matthew earned several designations such as Accredited Asset Management Specialist (AAMS), Retirement Planning Consultant (RPC), Estate and Trust Services Consultant (ETSC), Executive Planning Consultant (EPC), Business Services Consultant (BSC), and the CERTIFIED FINANCIAL PLANNER™ designation.
Matthew earned a Bachelor of Science degree in business economics from the University of Kentucky and his Master of Business Administration through Murray State University.
Matthew and his wife, Jama, have two beautiful daughters, Ava and Ella.
When Matthew is not helping his clients, he enjoys spending time with his family, hunting, and fishing.
Company history
Moneytree Capital Management, LLC was founded in May 2007 by Matthew Arnett after he resigned from A.G. Edwards & Sons with the goal of opening an investment office in his hometown of Morganfield, KY. As a Registered Investment Advisor, MoneyTree does not accept commissions from the products they sell. By using this approach, MoneyTree has leveled the playing field for our advisors by not giving them an incentive to sell one product over another. This way, you can rest assured our advisors are on your side doing what is in your best interest.
About the CFP® Designation
The CERTIFIED FINANCIAL PLANNER™, CFP® and federally registered CFP (with flame design) marks (collectively, the “CFP® marks”) are professional certification marks granted in the United States by Certified Financial Planner Board of Standards, Inc. (“CFP Board”).
The CFP® certification is a voluntary certification; no federal or state law or regulation requires financial planners to hold CFP® certification. It is recognized in the United States and a number of other countries for its (1) high standard of professional education; (2) stringent code of conduct and standards of practice; and (3) ethical requirements that govern professional engagements with clients. Currently, more than 62,000 individuals have obtained CFP® certification in the United States.
To attain the right to use the CFP® marks, an individual must satisfactorily fulfill the following requirements:
Education – Complete an advanced college-level course of study addressing the financial planning subject areas that CFP Board’s studies have determined as necessary for the competent and professional delivery of financial planning services, and attain a Bachelor’s Degree from a regionally accredited United States college or university (or its equivalent from a foreign university). CFP Board’s financial planning subject areas include insurance planning and risk management, employee benefits planning, investment planning, income tax planning, retirement planning, and estate planning;
Examination – Pass the comprehensive CFP® Certification Examination. The examination, administered in 10 hours over a two-day period, includes case studies and client scenarios designed to test one’s ability to correctly diagnose financial planning issues and apply one’s knowledge of financial planning to real world circumstances;
- Experience – Complete at least three years of full-time financial planning-related experience (or the equivalent, measured as 2,000 hours per year); and
- Ethics – Agree to be bound by CFP Board’s Standards of Professional Conduct, a set of documents outlining the ethical and practice standards for CFP® professionals.
Individuals who become certified must complete the following ongoing education and ethics requirements in order to maintain the right to continue to use the CFP® marks:
Continuing Education – Complete 30 hours of continuing education hours every two years, including two hours on the Code of Ethics and other parts of the Standards of Professional Conduct, to maintain competence and keep up with developments in the financial planning field; and
CFP® professionals who fail to comply with the above standards and requirements may be subject to CFP Board’s enforcement process, which could result in suspension or permanent revocation of their CFP® certification.