Matthew Aurenz

ChFC®, NSSA®

Private Wealth Advisor

matthew-aurenz-new

About Matthew

I originally decided to join Hilltop because I saw it as an opportunity to channel my passion for finance and investing into serving others. I continue to be inspired by the firm’s innovative approach to solving complex financial challenges, moving beyond conventional investment plans. While here at Hilltop, I’ve been able to deepen my knowledge of financial planning, earn financial designations, establish a tax department, provide estate planning solutions, and incorporate top-notch financial tools to meet our clients’ needs and expectations.

My current role at Hilltop allows me to strategically guide our clients through intricate financial decisions that align with their values, goals, and family legacy. I take joy in forming partnerships with clients and celebrating their successes along the way.

My passion for helping others springs from a deep-seated desire to see people thrive. I find immense fulfillment in serving others, increasing their likelihood of success, and making a positive impact on their lives through comprehensive financial planning.

Credentials

Areas of Expertise: 

Portfolio management, tax planning, retirement income distribution planning 

Education: 

Bachelor of Science in Finance 

Membership: 

National Social Security Association, LLC 

Questions & Answers

Most effective saving tip:
Give, save, spend.  Don’t reverse the order. 
People who have hope in every circumstance.
Running, baseball, golfing, playing guitar.
You can accomplish a lot when you don’t care who receives the credit.
Fire Chief like my grandfather.

What Our Clients Are Saying About Matthew

Mike Haskin
2 months ago
Matt has always been very helpful with the management of our retirement account.
Response from the owner:Mike, thank you for the great feedback! We’re glad Matt has continued to be a helpful resource as you plan for retirement. We appreciate you taking the time to leave a review. *Testimonials are based on unique experiences from current clients and are not representative of all client experiences, which are unique. Testimonials are solicited; however, no cash or non-cash compensation was paid for such testimonials.*
Rachel Freese
2 months ago
Cliff and Kyle are absolutely amazing to work with. No matter your age, they listens to your goals, aspirations, and works with you when you need to meet them. Cliff and Kyle are both approachable, always have a smile on their faces, and are a fantastic choice to work with as your financial advisor!
Response from the owner:Cue the confetti! 🎉 We love hearing from happy clients. Thanks for your kind words, Rachel—it means the world to us! *Testimonials are based on unique experiences from current clients and are not representative of all client experiences, which are unique. Testimonials are solicited; however, no cash or non-cash compensation was paid for such testimonials.*
Karen Kochis
3 months ago
Great opportunity to connect with the right people to get your retirement plan where it needs to be. They make you feel important and work with you to get your portfolio to your comfort level. It's your money and you need to be happy. They focus on that. You matter!
Response from the owner:Karen, thank you for sharing this! We’re glad to hear the team has created a comfortable and supportive environment for your planning. Helping clients feel heard and understood is something we care deeply about. *Testimonials are based on unique experiences from current clients and are not representative of all client experiences, which are unique. Testimonials are solicited; however, no cash or non-cash compensation was paid for such testimonials.*
Sherrie Schoemann
3 months ago
Matt always answers my question to i understand everything. He also let's me know how my portfolio is doing and his plans to help me. Wouldn't change a thing i trust him fully.
Response from the owner:Sherrie, thank you for your kind feedback! We’re glad to hear Matt’s clear communication and ongoing updates have made your experience a positive one. We truly appreciate your trust and confidence in his guidance. *Testimonials are based on unique experiences from current clients and are not representative of all client experiences, which are unique. Testimonials are solicited; however, no cash or non-cash compensation was paid for such testimonials.*
Mitchell Mawhorter
3 months ago
My wife and I recently met with Matt Aurenz for our routine review, and as always, he was excellent. He took the time to walk me through my retirement questions in a clear and thoughtful way, making sure I understood how everything works and what to watch for moving forward. I truly don’t think we’d be in the strong financial position we’re in today without Matt’s guidance over the past several years. Thanks to his advice, we’ve been able to retire earlier than we ever expected. He is, without a doubt, the best advisor I’ve worked with. My daughter has also worked with Matt and is a big fan as well.
Response from the owner:Mitchell, thank you for the thoughtful review! We’re glad to hear that your time with Matt continues to provide clarity and support during your reviews. It means a great deal to be part of your family’s planning over the years, and we truly appreciate your trust and kind words. *Testimonials are based on unique experiences from current clients and are not representative of all client experiences, which are unique. Testimonials are solicited; however, no cash or non-cash compensation was paid for such testimonials.*
Steve Tucker
4 months ago
My wife and I have been working with Matt Aurenz for a few years now. He is the ultimate professional and goes over and above to answer all our questions. I can't think of anyone we would trust more with our financial future. I'm looking forward to a wonderful retirement, and it's just a good feeling to know Matt is always looking out for us! Thanks again, Steve & Teresa Tucker
Response from the owner:Steve and Teresa, thank you for the thoughtful review! We’re glad to hear that working with Matt has brought clarity and confidence to your planning over the years. We truly appreciate your trust and your kind words about his dedication and professionalism. *Testimonials are based on unique experiences from current clients and are not representative of all client experiences, which are unique. Testimonials are solicited; however, no cash or non-cash compensation was paid for such testimonials.*
Sue Antonovitz
4 months ago
Matt is a treasure. He's a good listener and I feel really cares about me. He's interested in me as a person and I know will do the best for me that he can.
Response from the owner:Sue, thank you for sharing this! We’re glad to hear Matt’s thoughtful and attentive approach has made such a positive impression. Building strong relationships and truly listening to clients is something we value deeply. *Testimonials are based on unique experiences from current clients and are not representative of all client experiences, which are unique. Testimonials are solicited; however, no cash or non-cash compensation was paid for such testimonials.*
Debbie Pullins
7 months ago
Matt always makes sure I am comfortable with the financial recommendations that he presents to me. Matt takes his time to explain my choices and I never feel rushed. This most recent meeting was for Estate Planning, but he previously assisted me with getting the most out of my retirement funds. Matt is professional, yet very down to earth. He promptly answers my emails and always encourages me to reach out if I have any further questions. It’s a pleasure working with Matt.
Response from the owner:Debbie, thank you for the wonderful feedback! We’re so glad to hear that Matt’s clear communication and thoughtful approach have made your planning experience both comfortable and productive. Your trust means a lot, and we truly appreciate the opportunity to support your financial and estate goals. *Testimonials are based on unique experiences from current clients and are not representative of all client experiences, which are unique. Testimonials are solicited; however, no cash or non-cash compensation was paid for such testimonials.*
Jill Perry
11 months ago
Our zoom meeting with Matt Aurenz of Hilltop Wealth was great! He did everything he needed to do without us having to travel there for a meeting.
Response from the owner:Thanks so much, Jill! We're glad your Zoom meeting with Matt worked out so smoothly. Making financial conversations easy and accessible—without the travel—is something we strive for, and we’re happy it delivered for you. We look forward to continuing to support you from wherever you are! *Testimonials are based on unique experiences from current clients and are not representative of all client experiences, which are unique. Testimonials are solicited; however, no cash or non-cash compensation was paid for such testimonials.*
Frank G.
12 months ago
We have been with Hilltop now for about 2 years. We are very happy with the results we are seeing. And we absolutely love working with our guy Matt Aurenz.. Matt is very easy to talk to, easy to understand, and a real pleasure to work with. We would recommend the Hilltop group to everyone.
Response from the owner:Thank you, Frank! We’re so glad to hear that the past two years with Hilltop have been both rewarding and enjoyable. Matt Aurenz truly cares about making complex topics feel approachable, and it’s great to know that his clear communication and professionalism have made a difference in your experience. We appreciate your recommendation and look forward to continuing to support your financial goals for years to come. *Testimonials are based on unique experiences from current clients and are not representative of all client experiences, which are unique. Testimonials are solicited; however, no cash or non-cash compensation was paid for such testimonials.*
John Malone
1 year ago
Matt Aurenz is a wonderful financial advisor at Hilltop. He clearly understands what you are asking for in your financial situation and helping establish and reach your goals. He is very knowledgeable and easy to talk and relate to. My wife and I have total confidence in his abilities and advice. I would not hesitate to recommend him to anyone looking for an advisor. Keep up the great work Matt!
Response from the owner:Thanks so much for your review, John! Our team is committed to providing a thoughtful, personalized experience, and we appreciate your feedback. *Testimonials are based on unique experiences from current clients and are not representative of all client experiences, which are unique. Testimonials are solicited; however, no cash or non-cash compensation was paid for such testimonials.*
Jessica Murphy
1 year ago
We are so glad we were introduced to Matt a couple years ago. He has been nothing but amazing and customizing to our financial needs! Not only that, he is just an honest good man! Who else would you want managing your money but an honest good man?
Response from the owner:Thanks for the thoughtful review, Jessica! We’re proud to have earned your confidence and are here to help however we can. *Testimonials are based on unique experiences from current clients and are not representative of all client experiences, which are unique. Testimonials are solicited; however, no cash or non-cash compensation was paid for such testimonials.*
Dena Hertel
1 year ago
We have been looking for a financial advisor for some time. We went to a Hilltop dinner and met Matt. At our appointment we were happy to know he had our value and he explained all aspects of financial planning in an understandable way. We felt so comfortable. If you are looking for financial help, I believe you will be satisfied will Hilltop Wealth Management.
Response from the owner:Thank you for your thoughtful review, Dena! We’re pleased to know you've had a positive experience and we appreciate the opportunity to work together. *Testimonials are based on unique experiences from current clients and are not representative of all client experiences, which are unique. Testimonials are solicited; however, no cash or non-cash compensation was paid for such testimonials.*
Michael White
1 year ago
I have been working with Matt for over 20 years. He has been helpful answering my questions and helping me understand my finances. Great people
Response from the owner:We’re honored you took the time to share your experience, Michael! Thank you for being apart of Hilltop. *Testimonials are based on unique experiences from current clients and are not representative of all client experiences, which are unique. Testimonials are solicited; however, no cash or non-cash compensation was paid for such testimonials.*
Vicki Seifert
1 year ago
Very nice people to work with. Always have a smile. If you dont understand they make sure you do no matter how long it takes! Matt A is so helpful. He has done amazing things for me. Please don't hesitate to use this company and Matt A
Response from the owner:Thanks for sharing, Vicki! Your feedback encourages us to continue striving for a great client experience. We appreciate your trust and support. *Testimonials are based on unique experiences from current clients and are not representative of all client experiences, which are unique. Testimonials are solicited; however, no cash or non-cash compensation was paid for such testimonials.*
Greg Kleist
1 year ago
My wife and I have been working with Matt of Hilltop Wealth since I retired two years ago. Although we have other advisors, Matt brings a truly holistic approach to all of our wealth management needs, especially as we enter retirement. I would also strongly recommend Matt Aurenz for younger people. He can surely help with the whole process of retiring early, if that is your goal.
Response from the owner:Thank you for sharing your journey, Greg! It’s an honor to support clients like you in achieving financial peace of mind. *Testimonials are based on unique experiences from current clients and are not representative of all client experiences, which are unique. Testimonials are solicited; however, no cash or non-cash compensation was paid for such testimonials.*
Matt Aurenz is awesome to work with. Very knowledgeable. Makes moves quickly. Very accessible. I recommend to anyone.
Response from the owner:Michael, it's wonderful to know that you feel secure working with us! We appreciate your trust in Hilltop. *Testimonials are based on unique experiences from current clients and are not representative of all client experiences, which are unique. Testimonials are solicited; however, no cash or non-cash compensation was paid for such testimonials.*
kathy yoder
1 year ago
We have been working with Matt for around 20 years. We Highly recommend him. He has a Wealth of knowledge, and he can answer any question you have. His advice guided us to a Stress Free Retirement.
Response from the owner:Thank you for sharing your journey, Kathy! We are honored to support clients like you in achieving a stress-free retirement. *Testimonials are based on unique experiences from current clients and are not representative of all client experiences, which are unique. Testimonials are solicited; however, no cash or non-cash compensation was paid for such testimonials.*
karen grove
1 year ago
Matt has been working with me for over 15 years. He always has my best interest. Very knowledgeable and answers all my questions. I trust him managing my assets.
Response from the owner:It's wonderful to know that you feel secure working with us, Karen! We appreciate your trust in Hilltop. *Testimonials are based on unique experiences from current clients and are not representative of all client experiences, which are unique. Testimonials are solicited; however, no cash or non-cash compensation was paid for such testimonials.*
Pam Fulmer
1 year ago
Matt Aurenz is a great financial advisor. I would recommend Matt to everyone. Thanks Matt for all you do for my husband and myself in our retirement planning.
Response from the owner:Pam, thank you so much for your kind words! It’s an honor to support clients like you in achieving financial peace of mind. *Testimonials are based on unique experiences from current clients and are not representative of all client experiences, which are unique. Testimonials are solicited; however, no cash or non-cash compensation was paid for such testimonials.*
Jim Elrod
1 year ago
We really appreciate Hilltop Financial and our representative Matt Aurenz.
Response from the owner:Thanks, Jim! We're grateful to hear you enjoy your experience with our team. *Testimonials are based on unique experiences from current clients and are not representative of all client experiences, which are unique. Testimonials are solicited; however, no cash or non-cash compensation was paid for such testimonials.*
Liz R
1 year ago
Matt Aurenz at Hilltop is the best! I inherited a small account that my mother had with Matt, then after a year or so of interacting with him I decided to consolidate my monies from various sources and entrust all to his care. He’s helped transform me from someone whose stomach used to hurt at the thought of anything financial to someone with an interest and basic understanding of these issues. He’s knowledgeable about a wide range of subjects and is always available to answer questions. I feel that he cares about my well-being and I trust him completely to manage my investments. Plus he’s really nice!
Response from the owner:Liz, thank you for sharing your journey! It’s an honor to support clients like you in achieving financial peace of mind. *Testimonials are based on unique experiences from current clients and are not representative of all client experiences, which are unique. Testimonials are solicited; however, no cash or non-cash compensation was paid for such testimonials.*
Patricia Ward
1 year ago
My husband and I both highly recommend Matt Aurentz! He is patient helpful and accessible - explains everything in detail and takes as much time as we need.
Response from the owner:Patricia, thanks for sharing your experience! Helping our clients feel confident in their financial decisions is what we strive for every day. *Testimonials are based on unique experiences from current clients and are not representative of all client experiences, which are unique. Testimonials are solicited; however, no cash or non-cash compensation was paid for such testimonials.*
We absolutely recommend working with Matt and the team. His advice is Invaluable. Lets Go TSLA. 🙂
Response from the owner:It's wonderful to know that you feel secure working with us, Erin! We appreciate your trust in Hilltop. *Testimonials are based on unique experiences from current clients and are not representative of all client experiences, which are unique. Testimonials are solicited; however, no cash or non-cash compensation was paid for such testimonials.*

The following reviews are based on experiences from current clients. No compensation was provided to clients. The ratings and comments reflect each client’s own views and opinions, and there are no known conflicts of interest. All ratings are included in the overall rating and all comments are published unless they meet one or more exclusion criteria.

New to Hilltop? Take the first step by scheduling an introductory call with a member of our matchmaking team today.

Schedule a Client Meeting with Matthew