Matthew Miner (CFP®, MBA)

Matthew Miner focuses in the
following client markets or areas of practice:

  • Corporate Executives
  • Entrepreneurs
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Retirement Plan Investment Advice
  • Tax Planning

Planning Specialties

Matt is a CERTIFIED FINANCIAL PLANNER™ professional in Raleigh, North Carolina who specializes in helping entrepreneurs, MBAs, and other high income professionals grow income, invest wisely, and create financial freedom so that they can work - or retire - on their own terms. As a fee-only financial advisor, Matt provides personalized, unconflicted advice to his clients, maintaining transparency in his process and pricing. His passion is educating and empowering his clients so they have the confidence knowing that whatever life throws at them, they have a plan and a caring and competent professional in their corner.

Additional Information

In his spare time, Matt hosts Work Pants Finance, a podcast dedicated to sorting the “signal from the noise” when it comes to money and life - in work, relationships, values and goals. He loves spending time with his family, writing, running, hunting and tackling household projects. Perhaps the biggest “household” project he and his family have completed is becoming debt free, paying off massive student debt as well as their mortgage over a period of several years. Talking to others about how they can become masters of their own income and wiping out student debt is one of Matt’s passions. Connect with him on LinkedIn or via email.

NAPFA Start Date

August 19, 2021


This Office

4801 Glenwood Ave Ste 200-05 Raleigh, NC 27612 Phone: (919) 210-4773