A Brief History of Resource Design, Inc.
Resource Design was founded in March of 1986 by Larry Bierwirth. Larry’s aim in founding the company was to provide high quality, unbiased investment services to individuals, trusts, corporations, and retirement plans. At the time, most investment products were sold to investors, who paid up-front commissions to their advisors. Larry built the business around the idea that no-load mutual funds were the optimal strategy for his clients. Keeping costs low while managing the complexities of an investment portfolio was a very important part of his clients’ success.
The business grew and changed as the financial markets and investment advice industry matured. Larry led his clients through the tech boom of the 90’s and the now-famous bubble at the turn of the century. He kept his composure when credit markets dried up and asset prices crashed during the Great Recession, and helped his clients do what ultimately proved to be the best thing for their financial well being: stay invested.
Matt Bierwirth joined the business in 2015, bringing technical savvy and a fresh outlook. As Resource Design continues to grow and evolve, Matt plans to follow in his father’s footsteps by offering low-cost, high-quality service and investment advice to its clients.
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Investment Advisors
Education
UNIVERSITY OF KENTUCKY
BBA, Finance, 2009
Master of Business Administration, 2015
CERTIFIED FINANCIAL PLANNER®, 2017
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President
Matthew B. Bierwirth, CFP®
I have owned and operated this legacy investment-only RIA (founded by my dad in 1986) since 2019, and I'm reinventing our business as a planning-forward firm serving individuals and families with equity compensation.
My pursuit and passion since taking the reigns at Resource Design has been to offer financial planning to an interesting group of people who I can relate to. We offer financial planning services, including investment advice and management, to individuals or families with equity compensation (stock options and RSUs).
I find the complexity that equity compensation brings to the more traditional aspects of financial planning fascinating, especially in how it relates to the particular goals of individuals with equity comp, like reaching financial independence, retiring in their 50s, or taking one or more sabbaticals during their careers. And as a father of two young children, I know that there can be so much more to your financial picture than "just" your retirement prospects: buying a home, keeping spending in check, balancing student loans (or other debt service), taking family vacations, saving for your children's future, getting a will or other estate planning in place, developing an appropriate investing strategy, navigating taxes, or career changes.
My credentials and education:
• Certified Financial Planner® professional
• MBA, University of Kentucky
• BBA, Finance, University of Kentucky
Prior to the financial advice industry, I worked in a variety of analytical and finance roles in logistics at Ryder, as well as some cherished time in the best restaurants in Lexington, KY (front and back of house).
My wife Megan and our two daughters (so far) Beatrice and Ruby, live in Fort Collins, a mid-size town in Northern Colorado. I met Megan during our collegiate swimming days at the University of Kentucky, and I've since moved on to the many other athletic pursuits the beautiful state of Colorado offers: running, road cycling/MTB, hiking, skiing... the list goes on. Other fun facts: we have four cats, two electric cargo bikes, and (just) one car. Oh, and I bake about 100 loaves of sourdough bread a year.