Matt Nichols

My passion and my profession is to help people preserve and invest their money. More importantly, to help them define and discover the reason for doing so. Money is not an end in and of itself. It helps us educate our children, to retire with dignity and freedom, and to contribute to causes we believe in.

The thing I love most about what I do is helping people put their money to work for them, and to watch as they generate their own wealth – creating a sound financial future for themselves and their families. Doing this effectively requires insight, support and discipline; and I'll make sure you have all of that as you continue your financial journey.

With over a decade as a Financial Advisor, I have helped clients through the dramatic market pullback in March of 2020 when we were all learning what Covid was, and then through the highest inflationary period in the last forty years.  It is during these times of market disruption that I help my clients make sure they keep a focus on their long term goals, while acknowledging the short term volatility.

In order to help support your success, I want to know more than just what you do. I want to know you. What gets you up in the morning? What are your goals? What are your needs, wants and wishes? Who is counting on you? And most importantly, what is your end goal? Most of us have heard that we should invest our money but very few really know how to do that effectively. As a CERTIFIED FINANCIAL PLANNER™ professional, I'm here to guide you.

We do this by navigating markets, applying new information and rebalancing portfolios when it makes sense to do so.

This year my wife Jamie and I celebrated our 20th anniversary. We have twin teenage boys and a daughter as well. If I’m not at work you can find me coaching my kids sports, trying to get better at golf, or doing yard work around our home.

If you're ready to discuss and elevate your financial goals, give me a call. I'd love to sit down with you and build something beautiful for your future.