Comprehensive guidance for nonprofits

Matt's Book

Matthew Pardieck, wrote a book titled “Bottom Line of Happiness: Financial Strategies and Exit Planning for the Big-Hearted Business Owner™”. After working with hundreds of owners throughout his career, he noticed that the vast majority of them have personal goals far exceeding simply making a profit: charitable, taking care of family, taking care of employees and leaving a legacy. The book describes the processes, tax ideas and financial strategies this ‘big-hearted business owner™’ can help build wealth for family while efficiently supporting goals relating to self-fulfillment. Ask him about it and expect to see more soon!


Book can be purchased here.

Ask about our complimentary financial planfor business owners.

Form CRS

M Financial Group Logo

Securities Offered Through M Holdings Securities, Inc. A Registered Broker/Dealer, Member FINRA/SIPC. Investment Advisory Services Offered Through Harbour Wealth Management Group, Inc., a Registered Investment Advisor. Harbour Wealth Management Group, Inc. is independently owned and operated.

Check the background of this Firm and/or investment professional on FINRA's BrokerCheck.

For important information related to M Securities, refer to the M Securities’ Client Relationship Summary (Form CRS) by navigating to https://mfin.com/m-securities.

Registered Representatives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will only be made upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.

For important information related to Harbour Wealth Management Group, Inc., refer to the Harbour Wealth Management Group, Inc’s Client Relationship Summary (Form CRS) by navigating to Form CRS

The site is for information purposes and should not be construed as legal or tax advice and is not intended to replace the advice of a qualified attorney, financial or tax advisor or plan provider.

Raymond James & Associates, Inc., Raymond James Financial Services, Inc., and any affiliates are not affiliated with M Financial Group, M Holdings Securities, Inc., its affiliates, or its Registered Representatives.

#4169486.2