Broker Check

Matthew Pendergrass

At Legacy Planning Partners, LLC, I strive to assist my clients in achieving their maximum financial potential each and every day. What separates me from my competition is the perspective in which I approach achievement of my clients goals. I believe in a values based approach to planning in which I focus on my clients goals first and combine these goals with the best solutions to achieve success.

Matt, as he is known by most, is a Financial Advisor and the Client Services Specialist at Legacy Planning Partners, LLC.  A life-long Oklahoman, he received his Bachelors of Science in Business Management from Oklahoma State University in 2012 and entered the financial advisory industry the same year. Since that time he has been the recipient of industry awards and accolades. Matt is a member of the National Association of Insurance and Financial Advisors.

In addition, Matt has a passion for the outdoors and loves to hunt and fish when he can.

Matt resides in Yukon, Oklahoma and is married to his high school sweetheart, Brittany. Together they do their best to keep up with their son Taron and Bullet their black lab.

Whether you are focused on Wealth Accumulation, Wealth Protection, Wealth Distribution or even Wealth Transfer I can assist in the development of meaningful strategies to achieve success.

Thank you!