Panoptic Planning Partners- Northwestern Mutual

09/23/2026

What's a first meeting look like with us?

We get asked that pretty often. For us, it's really just a conversation about what's important to you, what you're trying to accomplish, whether you're on track and where we may be able to help.

I shared a little more in this video about what you can expect when you meet with our team.

09/10/2026

As I've gotten further into my career, I've thought a lot more about what I ultimately want my impact to be.

My mission is simple: to make an impact, not only on the lives of those I meet with, but on the future generations I will never meet.

Almost two decades into doing this, I've been fortunate to actually see that play out with the families we work with.

I shared a little in this video about what that has looked like and why it means so much to me.

07/27/2026

Congratulations to Matthew L. Allen on being recognized as a Forbes 2026 Best-in-State Financial Security Professional for Kentucky.

This recognition reflects Matt’s unwavering commitment to serving clients with thoughtful advice, long-term relationships, and a planning-first approach. His passion for helping physicians, business owners, executives, and families navigate life’s biggest financial decisions continues to make a meaningful impact on the people he serves.

At Panoptic Planning Partners, we’re proud to have a leader who genuinely cares for clients and their families. This recognition is a reflection of the trust our clients place in us every day, and we’re grateful to be part of so many financial journeys.

Please join us in congratulating Matt on this well-deserved honor!

(Ranking published July 2026. Data as of December 30 of the previous year. No compensation was provided for the ranking. Licensing fees apply to use the Forbes logo.)

03/30/2026

On National Doctor's Day, we're grateful for the physicians we have the privilege to work with.

You operate in a world that demands precision, long hours, constant decision making and we don't take that lightly.

At Panoptic, our role is simple: bring clarity to the bigger financial picture so you can stay focused on what matters most, impacting lives!

Thank you for all that you do!

07/17/2023

Panoptic Planning Partners is a dynamic, boutique financial planning and wealth management firm currently hiring for a Client Service Associate role on our team.

The Client Service Associate (CSA) will be disciplined in the onboarding of clients as they move through the planning process with the advisor. They will also be responsible for helping to maintain client relationships by providing a high level of customer service to enhance the overall client experience. The CSA will be solutions-oriented throughout their interactions internally and externally, and able to thrive/adapt/maintain order in a fast-paced environment. If you are a self-starter, organized, efficient, enjoy working within a team, have a service first mentality and exude positivity, then you are the person we are looking for! Please reach out to: Sarah Settle, Director of Operations at [email protected]

11/24/2022

This year we’re thankful for our families, health, team, and our wonderful clients! We appreciate your confidence, trust, and willingness to let us be a part of your lives.

Make sure to tell someone you’re thankful for them and how important they are to you. We hope you have a Happy Thanksgiving with those you love and cherish!

07/29/2022

Incredibly humbled and honored for our team to be named to the 2022 Forbes Top Financial Security Professionals Best-in-State List.

We are so thankful for all of the relationships we’ve built along the way and for being able to serve wonderful clients. We’ve built a wonderful team of caring individuals and look forward to continue to grow our team to better serve our clients! 

Forbes Northwestern Mutual

02/24/2022

11/25/2021

This year we’re thankful for being able to work so many clients who share our values. We appreciate you allowing us to guide you with one of the things most important in your life and are thankful for your trust.

Take today to enjoy the thing truly most important in your life and that’s spending time with those you cherish. Also, take time to remember those we’ve lost this year and the great memories you were able to share. Have a wonderful Thanksgiving!

09/22/2021

Thankful to be able to support those who are working hard to keep everyone safe and healthy! Thank you for all you do!