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Matt Milburn

Financial Advisor at WestPoint Financial Group

Matt Milburn is a prominent financial advisor and partner at WestPoint Financial Group, based in Indianapolis, Indiana. He has been with the firm since 2005, initially joining in Indianapolis and later relocating to Peoria in 2010 to establish and manage a district office. In January 2018, he returned to Indianapolis to lead a new team of advisors and oversee operations in central Illinois.134

Education and Credentials: Milburn holds a Bachelor of Science degree in Corporate Finance from Ball State University. He also earned the Chartered Financial Consultant (ChFC) designation in April 2012 and recently completed a Master of Science in Financial Planning, focusing on Retirement Income Planning, in May 2022.134

Professional Focus: As a Retirement Income Specialist, Milburn emphasizes helping clients navigate retirement planning and college funding strategies. His experience spans over two decades in the financial planning industry, where he has developed expertise in addressing the rising costs of education and retirement.4 He is also actively involved in mentoring new financial professionals within his organization.2

Personal Life: A native of Greencastle, Indiana, Milburn resides in Indianapolis with his wife, Rachael, and their children: Caroline, Gage, and Oliver. He enjoys studying history, watching movies, and is a dedicated sports fan, particularly of the Indianapolis Colts and Ball State Cardinals.134 Additionally, he serves on the Zionsville Park Board, contributing to his local community.4

Highlights

Matthew Milburn, ChFC, RICP, MSFP - The College Funding Coach
Partners | Westpoint Financial Group
Partners | Westpoint Financial Group
Matt Milburn - WestPoint Financial Group
Matt Milburn - WestPoint Financial Group
Partners | Westpoint Financial Group
Matthew (Matt) Milburn - Financial Professional in Indianapolis, IN
WestPoint Financial Group | Financial Professionals at MassMutual
WestPoint Financial Group | Financial Professionals at MassMutual

Related Questions

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Matt Milburn
Matt Milburn, photo 1
Matt Milburn, photo 2
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Location

Indianapolis, Indiana, United States