The Perfect RIA was created by Micah Shilanski and Matt Jarvis. As “Brothers from another mother”, Micah and Matt have eerily similar practices. Both are focused on process and efficiency while delivering
top notch client service. Also, both practices defy most industry benchmarks on profitability.
however, both Micah and Matt are big believers in family and time off. That’s why they focus on dividing their time equally between work and family, which in 2017 meant that each took as many family days off as they did office days. In other words, Micah and Matt have world-class practices while spending 6+ months of the year out of the office.
Please be warned that while Micah and Matt are lifetime learners, they have no interest in critics and haters. They know that everything they have accomplished is considered by most to be “impossible,” and yet they continue to do it anyway.
Micah Shilanski, CFP®, is a financial planner who achieves the ‘impossible’. Micah is recognized as a leader in the concept of lifestyle design for financial planners and has spoken at conferences across the country.
What’s different about Micah? While other experts can talk about lifestyle practices for financial planners – Micah lives it.
Micah currently takes more than 6 months out of the office a year, yet continues to grow his practice by at least 20% each year.
How can he do this? Micah is intently focused on delivering massive value to his clients. He is continually looking for ways to help and better serve his clients year after year. He is always looking for ways to make his office run more efficiently – and he is relentless in improving the use of his time.
Micah is considered one of the top experts in his niche of financial planning – federal retirement benefits. He enjoys finding new ways to leverage technology to serve his clients and educate the public.
Micah is the founder of Plan-Your-Federal-Retirement.com, a website dedicated to helping federal employees understand their benefits. He is the creator of member.plan-your-federal-retirement.com, a program that walks federal employees through creating their own financial plan. Micah is the author of “The Best Kept Secret in CSRS”, an e-book on a unique federal benefit.
Half of Micah’s clients are in Alaska where his office is located, while the other half are across the United States. Most of his clients found him online, and many clients have sought him out and hired him without ever having met him in person. This is unheard of for most financial planners whose practices usually focus around one geographic area.
Micah is a lifelong Alaskan, an Eagle Scout, a private pilot with his own bush plane and an avid outdoorsman. Micah also enjoys traveling and spending time with his wife and three young children.
Matt’s practice, Jarvis Financial Services, is located in Federal Way, WA (a suburb of Seattle). His team includes an Office Manager (Colleen), a ‘Details Guy’/Advisor (Nathaniel) and a soon to be filled position of ‘Client Concierge.’ Together they serve approximately 150 households with a collective $130M in AUM.
You can learn more about Jarvis Financial at www.JarvisFinancial.com or by listening to Matt’s interview with Michael Kitces (www.Kitces.com/7). After being discovered by Kitces, Jarvis has had the opportunity to speak at industry events around the country, including being the featured expert in Stephanie Bogan’s 2018 Limitless Advisor group coaching program.
While his professional accomplishments are a point of pride, Matt’s true joy in life comes from his wife Jackie and their 3 kids, Alice, Ella & Calvin. They are lifelong Washingtonians, world travelers, and endless adventure seekers. Depending on the season you can find them boating, skiing, rock climbing or traveling. Their next big adventure will be cruising The Great Loop on their Boat Named, Sue.