Matt Stange is an equity partner at CFG with more than 12 years of experience helping clients navigate life's financial transitions. Since joining CFG in 2023, Matt has been committed to building on Mike’s legacy while bringing a fresh perspective and added capacity to better serve our clients.
Matt’s work focuses on two core areas: Retirement Income Planning and Next Generation Financial Planning.
Retirement Income Planning at CFG goes beyond traditional asset management. We believe every dollar should have a purpose, which is why we segment assets into "now money," "later money," and "never money." This structure helps protect today’s income needs while positioning tomorrow’s assets for growth—ensuring clients have a safe, reliable plan in any market. True retirement planning also considers tax strategy, long-term care, charitable giving, and efficient wealth transfer. Our goal is to bring together all pieces of your financial puzzle so you can clearly see—and live—the big picture.
Next Generation Financial Planning prepares clients for the largest wealth transfer in U.S. history. Many beneficiaries are unprepared for the opportunities and responsibilities that come with inherited wealth. Whether continuing a family legacy or building a new one, Matt works alongside clients to create customized plans that match their vision and values.
Matt’s passion for financial planning is rooted in personal experience. Over the past several years, he lost all four grandparents—each with vastly different financial outcomes. From a successful legacy transfer to financial hardship, Matt saw firsthand how proper planning—or the lack of it—shaped their stories. This drives his commitment to helping families avoid the pitfalls he witnessed.
Originally from Vermillion, South Dakota, Matt moved to Iowa City as a teenager and remains a proud Hawkeye fan. He earned his economics degree from the University of Iowa and played collegiate baseball at NIACC. In January of 2025, he said goodbye to his loving German Shepherd, Callie, after more than 12 years together. Callie bravely battled degenerative myelopathy for the last year of her life. Her resilience and spirit continue to inspire Matt every day. If you're ever curious what a German Shepherd in a wheelchair chasing after a rabbit looks like, just ask- Matt relishes every opportunity to share pictures and videos of her. Currently, Matt resides in Urbandale. In his free time, he enjoys golfing, traveling, and spending time with family and friends. A lifelong sports fan, Matt proudly roots for the Iowa Hawkeyes, Minnesota Twins, and Green Bay Packers—and he’s always up for a little friendly sports banter.