Matthew Kulp, CEPA®, CFP

Matthew Kulp is an Investment Advisor Representative of Commonwealth Financial Network and a Senior Advisor at Legacy Planning Partners. Matt has spent over two decades at Legacy helping business owners prepare for a future business transition. He focuses on working with privately held and family-owned companies to align their goals with long-term planning strategies that support succession, whether to the next generation or external buyers.

Matt plays a key role in Legacy’s Business Owner Advisory Team, which follows a personalized four-step process to guide clients through the complexities of business growth, continuity, and transition planning. His work is rooted in practical experience and a deep understanding of the challenges business owners face.

A graduate of Lafayette College with a degree in Economics and Business, Matt began his career at Legacy and credits CEO Jan Graybill as a formative mentor. He now serves as a mentor himself, both within the firm and through nonprofit groups like Men of Iron, which supports men in their personal, professional, and spiritual growth. Outside of work, Matt values time with his wife, Christina, and their four children—Ben, Ellie, Sarah, and Hannah. Together, they stay active with the kids’ school and sports schedules, and they enjoy traveling as a family and serving on mission trips. 

Matt offers securities and advisory services through Commonwealth Financial Network®.

Matt Kulp offers securities and advisory services through Commonwealth Financial Network®, Member http://www.finra.org/www.sipc.org, a Registered Investment Adviser. Matt Kulp is an employee of HUB International. HUB Retirement and Private Wealth is not a registered broker dealer or registered investment adviser. HUB and Commonwealth are separate and unrelated entities.

HUB International and Commonwealth are engaged in a referral arrangement where HUB refers potential clients to Commonwealth Advisors. HUB is not a client of Commonwealth.  HUB receives all commissions and fees, as applicable, that the advisor would receive from Commonwealth resulting from these referrals. These payments create a financial incentive for HUB to recommend Commonwealth over other firms where no compensation is received, resulting in material conflicts of interest. This referral may not be representative of the experience of others and is not a guarantee of future performance or success. To learn more about Commonwealth, search wherever local businesses are reviewed.