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Matthew D. Rich, CFP®, JD

Financial Advisor

Matthew joined Access Financial Services, Inc. in 2025. A CFP® professional and licensed attorney, he has been doing comprehensive planning for clients since 2008, guiding families and business owners through investments, estate planning, tax strategy, and wealth transfer. He brings technical depth and practical creativity to every engagement. Matthew focuses on problem solving that is innovative and grounded, helping clients move forward with clarity and confidence.

His internal leadership includes mentoring advisors, refining firm processes, and collaborating with peers across tax, investment, insurance, and legal disciplines. Matthew earned a Bachelor of Arts in Communication Studies and Political Science from Gustavus Adolphus College and a Juris Doctor from William Mitchell College of Law. He is active in community leadership, including past service as president of the Northfield Rotary Club and board roles with the Community Action Center and HealthFinders Collaborative. Outside the office, Matthew enjoys adventures with his wife and four active children. To contact Matthew, send an email to matthew@accessafs.com or call 952-885-2739.

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