Broker Check


Matthew Kulp


Partner / Senior Advisor

Matthew Kulp started at Legacy Planning in 2002, after successfully interning with the firm as a college student. Through his diligence and perseverance, he built his practice from the ground up and endeavored to become a partner with the firm.

With Matt’s natural ability to focus and manage complex multi-factor situations, it was only natural that Matt would focus his practice on business owners and their exit planning strategies. Through education and seminars, Matt introduces family business owners to the fundamentals of succession strategies. Matt believes these fundamentals are critical in setting up the company’s success for today as well as the future.

Matt graduated from Lafayette College with a degree in Economics and Business. He is a CERTIFIED FINANCIAL PLANNER™ professional and holds the Certified Exit Planning Advisor® (CEPA) designation.

Matt and his wife Christina reside in Sinking Spring, Pennsylvania with their four children, Benjamin, Elizabeth, Sarah, and Hannah. They are active members in their church, Community Evangelical, and are advocates for mentorship and walking alongside others. In their free time, they enjoy spending time with their extended family and friends, hunting, fishing, and family trips to the lake.

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