Matt Fizell (CFP®)

Matt Fizell focuses in the
following client markets or areas of practice:

  • Cash Flow/Budgets/Credit Issues
  • Entrepreneurs
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Millennials
  • Novice Investors

Planning Specialties

Harmony Wealth works primarily with those who are still in their working career. Whether a young professional looking to get the foundations set for financial success, a successful professional navigating your evolving career path, or an aspiring entrepreneur looking to cut it out on your own, Harmony Wealth is here for you. Life is full of financial transitions, and we are here to help you find harmony between your current financial situation, and a successful foundation for your financial future.

Additional Information

Matt Fizell is the owner and financial planner of Harmony Wealth. Throughout his career, Matt has served as a consultant to many fee-only financial planning firms. In 2020, he was selected by Investopedia.com as one of their Top 100 Financial Advisors. Matt also makes time to serve the next generation of the profession by co-hosting a podcast aimed at aspiring financial planners. Matt believes everyone deserves access to a financial plan, whether that is with him or not, he wants to be sure everyone has the opportunity to set themselves up for success.

NAPFA Start Date

July 01, 2021

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This Office

3002 Patty Ln Unit 6 Middleton, WI 53562 Phone: (608) 571-4399