About Us

Our Story

Matt Greenan AIF®, AIFA®

Founder

Planning with Purpose.

Built on Care and Partnership. 

At PhilGreat™ Financial Planning, we believe financial planning should be personal, thoughtful, and grounded in genuine care for the people and families we serve. With more than 16 years in the financial industry, our perspective has been shaped by what works, what fails, and what ultimately serves clients over time.

In an industry often driven by products and sales, our focus is different—understanding your life, your concerns, and what truly matters to you. We work with individuals and families who want clarity, confidence, and a long-term planning relationship built on trust.

Why PhilGreat^™ Exists

Many people come to us feeling overwhelmed or uncertain about their financial situation. That’s understandable. Financial education is rarely taught at home, in school, or in the workplace in a way that prepares people for real life.

What’s harder to understand is when people have worked with multiple advisors and still don’t know how to structure their income in retirement, when to take Social Security, whether their money will last, or how their decisions fit together as a whole. 

PhilGreat™ exists to change that experience.  We believe thoughtful planning creates clarity. Financial solutions should serve a plan, not replace one. Our role is to help you understand your financial life clearly, reduce uncertainty, and make informed decisions with confidence.

Family, Values, and Perspective

Family has been a defining influence in how we view money, planning, and responsibility.

“It’s not what you make, it’s how you spend it.”

— Joe Greenan/Papa Joe/Dad

Neither of my parents came from wealth, but through discipline, teamwork, and thoughtful decision-making, they built a life of stability and choice. Their example reinforced an enduring truth: income alone doesn’t create security—balance does. 

That perspective continues to shape how we approach financial planning today. Clear cash flow, intentional spending, and thoughtful decisions form the foundation of a well-structured and confident financial life.

An Invitation to Begin

If you’re looking for clarity, thoughtful guidance, and a long-term planning partnership built on care and trust, we’d welcome the conversation.

Schedule an Introductory Conversation