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Matthew Morris (CFP®, MSFP)

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

  • Business Owners
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Investment Advice without Ongoing Management
  • Medical Professionals
  • Tax Planning

Planning Specialties

I love working with early- and mid-career healthcare professionals, including physicians, nurses, therapists, and physician assistants. I help clients navigate the financial challenges that come with demanding careers, focusing on student loan strategies, tax-efficient investing, and long-term wealth building that aligns with their goals.

I also help clients adapt their plans as life evolves, such as moving from residency to practice, starting a family, buying into a practice, relocating, or preparing for retirement. My goal is to bring clarity, structure, and confidence to every stage of their financial life.

Additional Information

Coming from a nontraditional finance background, I studied Computer Science and Mathematics and spent the early part of my career as a software engineer. That technical foundation influences how I approach financial planning, with a focus on data, systems, and practical problem solving.

Outside of work, I serve on several local advisory boards and support community charities. For fun, I train in olympic weightlifting, enjoy camping and spending time outdoors with my family. Those experiences keep me grounded and remind me why thoughtful planning matters: to create more time and freedom for the people and activities that matter most.

NAPFA Start Date

January 22, 2020

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Visit Website Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

60 Running Fox Rd Columbia, SC 29223-3051 Phone: +1 (307) 395-9700
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