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Materetsky Financial Group
Materetsky Financial Group is an SEC-registered investment adviser in Boynton Beach, FL, registered since 2018. The firm manages approximately $721 million in...
Materetsky Financial Group
Materetsky Financial Group is an SEC-registered investment adviser in Boynton Beach, FL, registered since 2018. The firm manages approximately $721 million in assets. It has 9 employees and 4 investment advisers.
General information
Firm type
Bank / Wealth / Trust
Year founded
2018
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Boynton Beach
Corporate office
2240 Woolbright Road Suite 354, Boynton Beach, FL 33426, United States
Additional offices
1451 W. Cypress Creek Rd, Ste. 300, Fort Lauderdale, FL 33309, United States · 200 Broadhollow Rd, Ste 207, Melville, NY 11747, United States
Sector focus
Frequently asked questions
How is Materetsky Financial Group structured differently from a typical retail advisory practice?
The firm is family-owned and operated, spanning more than five decades under continuous family control. That structure biases the firm toward multi-generational client relationships rather than transactional advisory. Its appointment-only offices in Florida and New York reinforce a high-touch service model.
What planning disciplines does Materetsky Financial Group integrate into its client offering?
The firm bundles five planning verticals: protection planning, retirement planning, tax planning, estate planning, and investment planning. Client portfolios are structured around retirement-income continuity and tax efficiency. Materetsky publishes quarterly economic updates and tax-strategy newsletters to inform those planning cycles.
Does Materetsky Financial Group disclose its assets under management or client count?
No. The firm does not publish AUM, client counts, or aggregate deployment figures. Its regulatory footprint through FINRA BrokerCheck confirms registration, but the firm chooses not to disclose scale metrics publicly.
Where does Materetsky Financial Group maintain physical offices?
The firm lists three offices along the US East Coast: its headquarters in Boynton Beach, Florida; a Fort Lauderdale, Florida location; and a Melville, New York office in Long Island. The Fort Lauderdale and Melville offices operate by appointment only.
Who leads investment and planning decisions at Materetsky Financial Group?
The firm does not publicly name its principals, investment committee, or lead advisors. Its website emphasizes family ownership and a team of experienced professionals, but individual decision-makers are not disclosed in available records.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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