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Matthew J. Liston, CFP®

Financial Advisor


 Matthew J. Liston began his career with Edward Jones in 2016 after working for years as an engineer in the automobile industry. He left so he could apply his problem-solving skills to helping individuals, families, and small business owners plan their financial future. He can take complex concepts and break them down so clients can understand and be assured that they are getting the financial advice that is right for them.

Matt affiliated with Michigan Financial Companies in October of 2018 where he is a financial advisor and Lawrence J. Stack's legacy.

Early in 2018, he was named "Volunteer of the Year" for the Royal Oak Chamber of Commerce. He founded and chairs "The Alpha Group," a networking group that helps new chamber members become acclimated to the businesses in and around Royal Oak. Here they can learn how to grow their business through community and networking. He also sits on the board of directors as well as multiple committees, including serving as the head of the Ambassador Committee.

He also does volunteer work for his church, National Shrine of the Little Flower Basilica. He is a member of the Knights of Columbus and is the alternate for the church's parish council.

Education & Professional Qualifications

  • University of Michigan, 2002
    • Bachelors of Science and Engineering - Industrial and Operations Engineering

Securities licenses

  • FINRA Series 7
  • FINRA Series 66
  • State of Michigan Insurance Resident Producer
    • Life, Accident, and Health
    • Variable Annuities

Personal Data

Matt married his wife, Becky, in 2016 and they have a daughter, Maya. They like to go to as many Tigers, Red Wings, and Wolverines games as they can. When they’re not watching sports, you can usually find them on the softball field, golf course, or taking their Boston Terrier, Paisley, for a family run.

I feel people work with me because I first get to know them with a goal of inspiring them to pursue their vision for the future which I believe results in confidence and clarity in the pursuit of their goals for themselves and the people for whom they care.

Client Access


View your investment account information (including balances, holdings, activity, order statuses, and profile information) and establish eDelivery preferences for various account-related communications.


Track everything you have in one convenient location (even outside accounts that you may have through your employer, other financial professionals and bank accounts). Utilize the vault for secure storage of important documents.

What We Do

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Lawrence J. Stack, CLU®, ChFC®, CFP®, MSFS

Vice President-Financial Planning


Lawrence J. Stack began his career in the financial services industry in 1982. Since then, he has become a “Life and Qualifying” member of the industry’s prestigious Million Dollar Round Table every year since 1993 and qualifying for “Court of the Table” twelve times.1 Over the years he has received numerous “Associate of the Year2” and “President’s Council3” awards.

Larry affiliated with Michigan Financial Companies in 2000 where he serves as Vice President of Financial Planning.In 2003, Larry was awarded the “E.H. Meyers” award by the Detroit Chapter of NAIFA for “Outstanding Service to the Life Insurance Industry” and in 20054, the “M.E. Muilenberg” award by NAIFA-Michigan for “Dedicated Leadership and Service” in the Financial Services Industry.5” He served as the President of NAIFA-Detroit in 1998-99 and State President of NAIFA in 2002-03.

Education & Professional Qualifications

  • Certified Financial Planner in 2016.
  • Masters Degree- Science of Financial Services (MSFS) in 2010.
  • Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU) in 1989.
  • Life Underwriter Training Council Fellow (LUTCF).
  • Securities licenses include FINRA Series 7, 6, 63, 65 and 22.

eople work with me because I guide them to pursue their vision for their future. I endeavor to understand what is most important in their lives. I strive to maintain the highest level of professionalism and service. The benefit is the confidence and clarity they develop in the pursuit of their goals for themselves and the people they care about.

1Qualifying membership in the MDRT is based on minimum commission and gross business generated within a year. Each MDRT status designation is granted for one year only until lifetime membership is achieved after 10 years; otherwise, all members must apply every year to continue their affiliation with the Million Dollar Round Table. 

2The 1994-1999 Prudential Associate of the Year award was granted to one winner every year and is based on minimum sales production requirements and gross business generated within a year. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation and are no guarantee of future investment success.

3Qualifying membership in the 1986-2004 Prudential/Phoenix President’s Council is based on minimum sales production requirements and gross business generated within a year. Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. 

4The Bill Meyers Award is granted by a local chapter of NAIFA award and is based upon sales generated by advisors specializing in Life & Annuities & Investments, Health & Employee Benefits, multiline sales or any combination and who have met the adherence to the NAIFA code of ethics, and service to the industry associations. Advisors are also evaluated on professionalism through education and earned designations.

5The 2005 MARVIN E. MUILENBERG, DISTINGUISHED SERVICE AWARD is presented annually by NAIFA Board of Directors. The recipient is selected on the basis of service to, and accomplishments in, the life insurance and financial services industry, the agency system and the community. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation.

Check the background of this firm/advisor on FINRA’s BrokerCheck.