Matthew Prok is owner of his firm and CERTIFIED FINANCIAL PLANNER™. He leads a Rochester-based wealth management practice with four generations of advisory history. His team combines the personal connection of a local office with the scale and resources of LPL Financial—the countries largest independent broker-dealer—allowing clients to enjoy deeply personal service supported by institutional strength.
Throughout his career, Matthew has built a practice defined by structure, discipline, and continuity. He and his team focus on comprehensive financial planning and active portfolio management, integrating investment strategy with tax efficiency, risk management, and estate design. Each client relationship is approached with long-term stewardship in mind—ensuring consistency, care, and confidence that extend well beyond the present generation.
Matthew’s leadership reflects a genuine respect for the history and relationships behind every client and every practice. He values the trust that others have built before him and takes pride in maintaining the same high standard of integrity, accessibility, and personalized service that define enduring client relationships.
Outside of work, Matthew is a devoted husband and father who values spending time with those he loves most—his wife, Tonia, their three children, Parker, Quinn, and Avery, and their dog, Zoey. Deeply rooted in Rochester, he feels grateful to live in a community surrounded by extended family on both his and Tonia’s sides. For Matthew, the joy of shared time and strong family ties is both a personal foundation and a reflection of what he hopes to help clients—and those who entrust him with their life’s work—achieve.