# Materetsky Financial Group

Materetsky Financial Group is a Bank / Wealth / Trust based in Boynton Beach, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Boynton Beach, United States
- **Region:** North America
- **Address:** 2240 Woolbright Road Suite 354, Boynton Beach, FL 33426, United States
- **Founded:** 2018
- **Assets under management:** $720 million
- **Website:** www.materetsky.com
- **LinkedIn:** https://www.linkedin.com/company/materetsky-financial-group

## Regulatory record

- **CRD number:** 292353
- **SEC file number:** 801-112829
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-31T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/292353

## About

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.

## Sectors

- Wealth Management

## Offices

- 1451 W. Cypress Creek Rd, Ste. 300, Fort Lauderdale, FL 33309, United States
- 200 Broadhollow Rd, Ste 207, Melville, NY 11747, United States

## 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.

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- [Matco Financial](https://altss.com/profile/matco-financial)
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Last updated: 2026-07-08T22:13:31.180Z

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