As the Chief Investment Officer at MN Wealth Advisors, LLC Matt is focused on helping professionals simplify their financial lives and finding creative solutions to the complexities of a growing estate.
Matt oversees the investment management and portfolio construction process for our clients. He earned the Certified Investment Management Analyst® designation which included an extensive class on portfolio design at the prestigious Wharton School of the University of Pennsylvania. Matt specializes in assisting physicians, business owners, and entrepreneurs, and is held to the fiduciary standard for all clients.
Matt has been quoted in such publications as the Wall Street Journal, Forbes, Fortune, and US News & World Report among others on investment and retirement strategies.
Parents should start a 529 fund as soon as a child is born and add monthly deposits to take advantage of years of compound interest.