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Matthew Benson, CFP®

Helping Retirees and Professionals in Aerospace and Tech Minimize Taxes

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Sonmore Financial Matthew Benson, CFP®
Chandler, AZ

Serving Clients Nationwide

Helping Retirees and Professionals in Aerospace and Tech Minimize Taxes

(480) 439-0500

Website

Areas of Focus

  • Financial Life Planning
  • Giving
  • Investment Management
  • Retirement Planning
  • Taxes

About Me

Matthew Benson, CFP®, is owner of Sonmore Financial and a Certified Financial Planner™ serving Arizona’s retirees and pre-retirees, aerospace business executives, and East Valley technology professionals. Matt specializes in tax efficient investing, helping Sonmore’s clients maximize their retirement, college savings or donating to a worthy cause.

Matthew has extensive experience in helping clients leverage existing benefits available through employers and organizations to put together an attainable financial plan. From Roth conversions to employee stock options and beyond, Matthew is passionate about clients navigating the stages of their lives on their own terms – with a bit of expert guidance.

Matthew regularly lends his expertise to leading media outlets, having been featured in Bloomberg, MarketWatch, and CNBC. In 2023, Matthew was recognized by InvestmentNews 40 Under 40 for his leadership, contributions, and impact on the financial services industry. In the same year, Matthew was named in the ThinkAdvisor LUMINARIES Class of 2023 under the Community Impact category for his philanthropic services within the financial services industry.

Matthew began his financial industry journey in 2011. After earning his Bachelor of Science in Finance from the College of Business Administration at the University of Nebraska, Lincoln, Matthew worked with Vanguard and Mutual of Omaha, further developing his professional career to earn the Certified Financial Planner™ designation. In addition, Matthew has been vetted as a SmartVestor Pro™ through Dave Ramsey Solutions.

Outside the office, Matthew is actively involved in Redemption Church and The Financial Planning Association of Greater Phoenix. He is incredibly passionate about his involvement with Junior Achievement, an organization whose goal is to provide financial literacy to elementary, middle, and high school students.

When Matthew is not crunching numbers, he enjoys hiking, exploring national parks, cheering on the Huskers, and going on extensive road trips with his wonderful wife, Alexa and four kids, Ramsey, Stanton, Pierce, and Quincy.

Professional Designations

  • CERTIFIED FINANCIAL PLANNER™ Professional

Affiliations

  • Financial Planning Association
  • National Association of Personal Financial Advisors
  • The AGC

Primary Location

1490 South Price Road Suite 116 Chandler, AZ 85286

Video

Meeting Options

  • Video Conference
  • In-Person
  • Phone
Book Intro Call

Compensation Methods

  • Fee Only
  • Percentage of Assets Managed

What to expect in the first meeting

Click the 'Book Intro Call' button above to schedule a free 20-minute call. We'll get to know each other and I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you.

Offers Investment Management

Yes

About our Firm

At Sonmore Financial, we understand that no matter your stage in life, you have specific individual needs, priorities, and goals. When you're a client of ours, you can expect meticulous attention to your financial needs, driven by a single-minded focus on what matters most to you. Whether you are building assets for the future or seeking to protect, enjoy and pass on those you already have, our comprehensive wealth management services will help you get there, with confidence.

WHO WE ARE

Your money isn’t the most important thing in your life … but without it, you wouldn’t be able to secure, protect, or provide for the most important things in your life. That’s why you need financial planning that puts you first. At Sonmore Financial, our fiduciary promise means that your needs come first—always. We are ethically and professionally bound to provide recommendations that put your most valued goals ahead of everything else.

WHO WE HELP

Are you ready to maximize your full wealth potential and secure your future? Sonmore Financial empowers technology and aerospace professionals as well as families and couples who are planning for or already enjoying retirement. With our advanced financial planning process and commitment to individualized service and attention, we give you the power to achieve what is most important to you, both now and in the future. Our personal approach frees you to move with confidence toward your unique vision for the next important chapter of your life.

✅ RETIREES AND PRE-RETIREES: You’ve spent a lifetime building a career and a secure financial foundation for yourself and your loved ones; now it’s time to enjoy the fruits of your preparation and start spending more time on the pursuits you choose. Sonmore Financial can help you ensure that your portfolio is prepared to deliver a secure, dependable lifestyle that can weather market ups and downs and provide for the unexpected. We can also guide you toward an estate planning solution that provides that same security for future generations.

✅ TECHNOLOGY PROFESSIONALS: We know that your expertise and determination isn’t just about building or contributing to a business: you’re building a community. Our clients come from across the diversity of innovative, leading-edge industries in Arizona, and we stand ready to help with needs ranging from equity compensation to succession planning and wealth management.

✅ AEROSPACE PROFESSIONALS: You work in a fast-paced, forward-looking industry, and our state-of-the-art financial research and planning tools help you bring the same energy and focus to your investment and financial planning needs. You provide the destination: we’ll provide the financial guidance systems to get you there.

WHAT MAKES US UNIQUE

Sonmore Financial understands that no matter your stage in life or your role at work or in your family, you have specific individual needs, priorities, and goals. That means that you deserve a financial advisor who respects and supports your individuality, who can tailor a financial plan to your precise requirements.

Our fiduciary duty requires us to learn as much as we can about you so that every piece of advice we give is aimed at delivering the outcomes that benefit you most. This means that at Sonmore Financial, you can expect meticulous attention to your financial needs, driven by a single-minded focus on what matters most to you.

Education

Bachelor of Science in Finance from the College of Business Administration at the University of Nebraska, Lincoln

Hobbies and Interests

  • Basketball
  • Board Games
  • Church
  • Family
  • Football
  • Golf
  • Hiking
  • Skiing
  • Traveling
  • Volunteering

SEC Lookup

View Disclosure

Who We Serve

  • Baby Boomers
  • Christians
  • Corporate Executives
  • Couples
  • Dual Income Family
  • Engineers
  • Families
  • Gen X
  • Living in Retirement
  • Parents
  • Technology Professionals
  • Young Families

To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for marketing services (including being featured on this profile page), subject to terms of use. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.

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