Harmony Wealth
As a Small Business
Owner himself (and with his wife Allison being a nurse), Matt specializes in
working with Small Business Owners, those in Healthcare, along with those who
fall under the State of Wisconsin Retirement System (WRS) Benefit Plan. Matt's firm
is fee-only, and has no investment minimum. He works virtually with clients all
across the country for their financial planning needs.
He holds a Bachelor's Degree in Personal Finance from the University of
Wisconsin-Madison, and frequently appears at his Alma Mater as a guest lecturer
in his spare time. Voted as one of Investopedia.com's Top 100 Most Influential
Advisors in 2020, Matt has been quoted in serveral large publications such as
The New York Times, The Wall Street Journal, Forbes, and CNBC.
Matt prefers to work
with fewer clients, and provide in-depth, comprehensive advice on Cash Flow
Analysis, Business Planning, Investment Analysis and Management, Risk
Management and Insurance, Tax Planning, and Estate Planning. He is a Certified
Financial Planner (CFP®).
In his spare time, he enjoys getting out on Lake Mendota and Monona, hiking the
local State Parks, and enjoying a craft beer at one of Madison's many
breweries. He is also a member at Door Creek Church near his home.
Feel free to say hello, and Matt's promise is to not ever put you into a "hard sales" type conversation.
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