Matthew Adrian is a 23-year financial services industry veteran, including 13 years as an entrepreneur. He is motivated to help his clients succeed by empowering them to achieve financial freedom.
As a senior financial consultant at G5 Financial Group, Matthew Adrian specializes in establishing and monitoring retirement plans for his clients. Plan types include 401(k) and 403(b), profit sharing and non-qualified deferred compensation. He also works with small businesses on developing these strategic plans and implementing that strategy. Matthew also spends time working with families (including multi generation families) and individuals putting together, implementing, and monitoring a strategy to help meet their goals and objectives. Matthew is the chief investment officer and leads the investment committee for the G5 financial group. Previously, Matthew managed 401(k) plan conception, implementation, and monitoring with Great West Life (now known as Empower). During this time, he developed expertise in 401(k) plan administration and Department of Labor compliance.
Matthew is a third-generation business owner and longtime Colorado resident. He enjoys developing ties with various communities along the front range and volunteer on various boards.
Matthew obtained his bachelor’s degree in business from Drake University.
Designations: Registered Representative
Emphasis: Investment planning, retirement plans (ERISA and non-ERISA), and executive deferred compensation and strategic planning for small businesses
Education: BA Degree, Drake University
Years of industry experience: 15