Tyler Matchack: Financial Planning with a Personal Touch at BD Planning Partners

A Journey of Purpose and Passion

Tyler’s path into financial planning wasn’t purely a career choice—it was a calling. Growing up in church, he developed a passion for helping others, a value that still drives his work today.

“Getting to know God and getting married are the biggest moments in my life,” Tyler shares. “They taught me how to be selfless, and that’s something I bring into my work every day. I want to help people make the best decisions for their families, their futures, and their legacies.”

What played a significant role in shaping his career was finding mentorship with his father-in-law. Watching him guide families through financial decisions as a financial advisor with care and expertise sparked an interest that soon became a lifelong mission.



BD Planning Partners has been involved in financial planning for more than 15 years—backed by a team with over 30+ years of combined experience. Tyler works alongside this experienced team to help clients navigate financial complexities with confidence.

Building a Roadmap for Financial Success

At BD Planning Partners, located in Chattanooga TN, Tyler and his team believe that financial planning should be fully customized, objective, and built around each client’s unique needs. Unlike one-size-fits-all solutions, their open architecture model allows for tailored strategies in every aspect of financial planning.



“We’re not here to give you a generic investment plan,” Tyler explains. “We’re here to build a roadmap that fits your life, family, and long-term goals.”

At BD Planning Partners, creating a secure, well-structured future for families and businesses is what it’s all about. With a personalized approach, they help clients build and preserve wealth through strategic investments, while also ensuring they have the right protections in place with comprehensive insurance planning. Estate and legacy strategies provide peace of mind, allowing families to plan for the future with confidence, while smart tax planning minimizes liabilities and maximizes long-term financial growth. For business owners, BD Planning Partners offers tailored financial strategies to protect, grow, and transition their companies successfully. By focusing on each client’s unique goals, they provide a clear, objective roadmap designed for lasting financial success.

“We fulfill a roadmap for your life and financial future,” Tyler says. “Whether you’re looking to invest, protect, or plan ahead, our team is here to walk that journey with you.”

A Relationship-Focused Approach

Financial planning isn’t all about money—it’s about people, relationships, and trust. For Tyler, the relational aspect of his work is what sets BD Planning Partners apart.

“I don’t want to be the guy who calls you every two or three years,” he says. “I want to be your friend and trusted advisor, someone who is with you through every stage of life. That relational aspect sets us apart.”



This approach resonates especially with younger families—couples in their 30s and 40s who are building careers, raising children, and planning for their future. These clients aren’t looking for financial advice from anyone; they’re looking for a long-term partner who will help them navigate life’s financial milestones.

For Tyler, that means regular check-ins, ongoing guidance, and a commitment to always acting in his client’s best interests. “This isn’t just a business for me,” he says. “It’s a relationship that I take seriously.”

Community, Faith, and Giving Back

As an Ooltewah native, Tyler values the deep connections that come from being actively involved in his community. He is an active member of Silverdale Baptist Church and contributes to local business growth through his participation in the Cleveland-Bradley and Catoosa County Chambers of Commerce.



“This area has the perfect balance—a strong sense of community with plenty of opportunities for families and businesses to thrive,” Tyler says. “Being involved allows me to support others in meaningful ways, whether that’s through business, faith, or personal connections.”

Beyond his professional and community commitments, Tyler prioritizes building relationships in every aspect of life. Whether mentoring young professionals, attending local events, or lending a helping hand where it’s needed, he believes that true success is measured not just in financial stability, but in the strength of the relationships built along the way.

Finding Balance: Life Beyond Financial Planning

While financial planning is a major part of Tyler’s life, he believes that a well-rounded life is the key to success—both professionally and personally. His personal life, marked by significant milestones such as his faith journey and marriage to his wife, Kirra, shines through his welcoming personality. When he’s not helping families secure their financial future, he finds joy in playing music, cooking masterpieces in the kitchen, and hitting the golf course.



“Golf has always been a big hobby for me,” Tyler says. “It’s a great way to clear my mind, challenge myself, and build relationships with people in a more relaxed setting.”

Cooking is another passion that allows him to unwind and create meaningful moments with family and friends. Whether he’s perfecting a new dish or playing an instrument, Tyler sees these hobbies as a way to connect with others and stay grounded in our fast-paced world.

This balance between faith, family, work, and personal passions is something he encourages in his clients as well. “Financial planning is about more than just building wealth—it’s about creating a life that’s fulfilling,” he says. “Success in life isn’t measured in numbers; it’s about enjoying the journey along the way.”

Choosing the Right Financial Partner

With so many financial planners in the market, Tyler emphasizes the importance of choosing someone with an objective, process-driven approach.



“Select someone with a process that is objective, not subjective,” he advises. “A great financial planner should listen, understand your goals, and craft a strategy that works for you—not just follow a formula that works for someone else.”

His goal is simple: to give families and businesses the confidence to move forward with financial security and peace of mind.

Looking Ahead: The Future of BD Planning Partners

BD Planning Partners has already built a strong reputation in the Cleveland and Chattanooga areas, but for Tyler, the work is just beginning.



“I see a future where more families, more business owners, and more young professionals feel confident about their financial future,” he says. “Our team is here to walk with them every step of the way.”

With a focus on continuous growth, innovation, and community engagement, BD Planning Partners is positioned to remain a trusted resource for financial planning across Southeast Tennessee and beyond.

“We’re not only planning their finances,” Tyler says. “We’re helping people live their best lives.”

Final Thoughts

For Tyler Matchack, financial planning isn’t just about numbers—it’s about guiding people toward a future they can feel confident about. His approach is built on faith, relationships, and a commitment to always putting his clients first.

Through BD Planning Partners, Tyler is helping families, business owners, and professionals create a roadmap to success—one that not only secures their financial future but also supports a life well lived, and he invites those seeking financial clarity to start the conversation.

“The best way to understand what we do is to sit down and talk,” he says. “We’ll take the time to get to know you, your goals, and what matters most to you.”



For more information about Tyler Matchack and BD Planning Partners, please contact him at:

Direct (call): 423-314-0117

Mobile (text):423-435-0470

tyler@bdplanningpartners.com

https://www.bdplanningpartners.com/