I have been working with Matt Bennett, a Certified Financial Planner (CFP), for the past 12 years, and I can confidently say that his expertise, professionalism, and unwavering integrity have made a profound difference in my financial well-being.

Over the years, through various market ups and downs, his ability to listen, explain, and calm my concerns whenever uncertainty has arisen, is what I’ve valued most. His steady, thoughtful approach has earned my complete trust, and I’ve never once felt pressured or unsure about the path we’re taking.         

          I actually started working with Matt two years prior to my retirement in 2018. Although I rely on him for financial guidance he has certainly become a friend over the years. I was so touched over his concern for my well being when my husband passed. Matt always answers my questions and addresses any concerns I might have about the market in general in such a way that I can understand. I absolutely have total trust in Matt and cannot imagine navigating through finances and investments with anyone else. HE makes my life SIMPLE!         

          I am also a long time investor with Matt, and his mentor/predecessor, now retired.  I've always appreciated honest advice, even if difficult to hear ( only a couple of times!).  I wanted to retire and not be dependent on anyone.  I wanted to live comfortably, after a lot of penny pinching years.  I actually invested a chunk before I retired, so I could see the process.  I am more than pleased with how it has played out, some 12 or so years later.  I have been a Tim Harder fan since day one.  I appreciate the breakfasts and speaker events that emphasize values and motivation, rather than just money.  Matt gives of himself, shares his family and work experiences, and is never rushed.  Angelica is a wonderful addition.
They are responsive and empathetic.  I hope this helps someone else feel great about deciding to work with Matt.  Thanks for all the great work!         

          I met Matt through David Peterson, whom I initially started with in 2005. Matt was later assigned to my account.  He has always been readily available. I trust Matt wholeheartedly.         

          I have worked with Matt for over 10 years, 5 of which have been in retirement.  Matt was instrumental in helping me prepare for retirement and helping me feel comfortable with when to retire.  I completely trust Matt and Quotient to manage and grow my portfolio.  I know peace of mind because of Matt.  I have no doubt working with Matt is part of God’s plan for my life.  What a blessing to have wonderful, trustworthy and incredibly talented people caring for me and all who  choose Quotient.         

          I retired in 2020 and begin working with Matt about two years prior to that. Since the beginning, Matt has been a great advisor/friend, from planning my retirement to actually living in retirement. Every step of the way he has provided sound advice and guidance. I am very happy to be working with Matt and his team, and have recommended him to family and friends.         

          I was referred to Matt by a friend a year ago and could not be more pleased with his financial advice.     A year ago, was thinking I wanted to retire in 2027, and he was able to help me build that goal.   He met with me frequently to review by investments, invited me to seminars and reassured me I was on the right track.     As the saying goes, things change, and I actually retired 2 years prior than my goal and he has walked with me the entire way.     Matt, as well as his colleagues are phenomenal at what they do, they are friendly, flexible, and always there when I need them.     I strongly recommend Matt and team.         

          My family has been using Matt for 12 years and we could NOT be happier with our decision to work with him.  From determining our retirement needs to quality investments, Matt has very successfully guided all our retirement financial needs.
Matt is more than a very successful financial consultant; he has become like family.   I know he can help you as well.
The cost structure is also good for us, because the more successful financially that we are,  Quotient is more successful  too.  I HIGHLY advise using Matt for all your investment needs.         

          Matt has been our financial advisor for over a decade and has been very responsive to our changing goals since our retirement. We fully trust him and the Quotient Wealth Partners team. We are both happy with our results and our relationship with Matt.         

          I highly recommend Matt Bennett as my financial advisor! He is incredibly friendly, compassionate, and patient, always taking the time to explain things in a way that’s easy to understand.  Whether we’re discussing short-term goals or long-term planning, he makes sure I feel confident and informed every step of the way.         

          I've been a client for over seven years.  Matt has always given great advise and is very responsive to any questions or concerns. I have recommend numerous family and friends to him over the years and will continue to recommend him.  I feel very confident in his ability to advise me on my investments.  Thanks so much to Matt and his team.         

          Have been withy Quotient Wealth through three or four name changes - (since 2004).   I've always been very impressed with the responsiveness of my account manager and his support staff.    Matt is always there to answer any of my questions and ensures that my financial well being is top of mind.  I have confidently recommended Quotient and Matt to friends who have been looking for competent and capable financial planners and wealth strategists.         

          Working with Matt is a pleasure. Matt listens to any concerns I have and is patient and understanding. He gets to know you as a person not just as an advisor. I am extremely confident in his financial advice and trust every recommendation he makes. Thanks for being the BEST financial advisor.         

          Angie and I have been working with Matt since we retired from AT&T about 13 years ago when the company was Peak Capitol and he was just getting started in his career. We knew then as we know now Matt was going places and we wanted to go along for the ride.  He has always been available to address our questions and concerns; and has been there for us when we needed to make important financial decisions. Thanks Matt!         

          My wife and I were referred to Matt by some close friends of ours who were affiliated with USAA three years ago. At that time, we were very disappointed with the very large financial service company we were with and the name I will not mention. This happened when Matt was a part of Goldman Sachs. We were impressed from the very beginning and after some lengthy phone discussions, we knew that our investments would be best served by Matt. We were not used to the hands on approach prior to Matt, but we quickly learned how important our financial investments and personal lives meant to him and his Team. There was no doubt in our minds that we would stay with Matt when the split from Goldman Sachs occurred and Quotient Wealth Management began. I cannot tell you enough how much Matt, Matt Frost and Angelica have provided Pat and I the peace of mind knowing that this Team is overseeing our retirement investments. I encourage anyone who is looking for someone new to watch over their life’s investments to consider Matt and Quotient Wealth.         

          Matt and his team have been managing my portfolio for many years now. I have nothing but profuse thanks for everything they do daily to assist me. Their valued input on my current position has provided the peace of mind for me knowing I am well cared for now and into the future. God bless Matt and his team!         

          I have been working with Matt Bennett for close to 10 years.  He helped me with financial advice prior to my retirement and continues to manage my portfolio to this date.  He and  his secretary ( Angelica is probably more than a secretary) have treated my husband and I like family and we totally trust their financial and tax advice.  I feel they truly take their  fiduciary  responsibility seriously and I highly recommend Matt to be honest and sincere with anyone’s investment concerns.         

          Matt has been my financial planner for quite some years now, and I rely on him and Quotient Wealth Partners for portfolio management, tax advice, and other forms of financial planning as a retiree.  I would not hesitate to recommend him to others who seek top drawer financial planning services.         

          We highly recommend Matt Bennett and Quotient Wealth Partners. We were a client of the (now retired) original founder of what became quotient when he ‘cherry-picked’ matt to be his replacement. He said Matt would be a good replacement, would be great representative for his clients and the firm. Given time to watch, we wholeheartedly agree. Like all good money managers, Matt is financially knowledgeable, trustworthy and personable; but even more, he is very insightful into the inherent needs of his clients.  Another good test is the quality of a manager is their local and support people around him: Angela Mendoza (administration) and Tim Harder (portfolio management) are excellent.         

          We have been working with Matt and his staff for a couple of years now. We so much appreciated his knowledge and demeanor as we navigated retirement. He always makes sure we are comfortable with our decisions and makes himself available when have questions (and there were many!)  We can’t say enough! Matt is an excellent advisor and he truly cares about his clients.         

          I have been working with Matt for at least six years and couldn't be more pleased. With all the market ups and downs we have "stayed the course" with a sound strategy, execution and very favorable results. Matt is professional, thoughtful and pleasant to work with. His advice and company resources are excellent. I highly recommend Matt as your financial advisor         

          We started working with Matt in 2020 based on very high recommendations from close friends and co-workers.  From the beginning, we have felt very comfortable and confident in his ability to help us meet and secure our financial goals for retirement and beyond.  He and his team have been amazing and have walked us through every step of our journey.  His knowledge and experience, along with his expertise and friendly personality, have put us at ease the entire time.  We meet with him twice a year for our review, and he is patient with all of our questions and concerns every time.  He takes his time with us, talks very easily, and often makes great recommendations for our financial goals.  We feel extremely comfortable that he has our best interests at heart and have definitely recommended him to family and friends.  We are very grateful to have Matt and his team overseeing and managing our accounts.         

          Matt is great!!! He is always professional, straight forward and honest with his answers to our questions or concerns. Our dealings with Matt and his support team (Angelica & Matt Frost) assures us that we are in good hands and they have our best interest in mind!         

          Matt has been our Financial Advisor for many years, and we put our trust in his expertise and knowledge to keep us on track. We look forward to many more years with Matt and his team. Also want to mention Angelica who is always on top of things in the office and the new Matt as well.         

          The key point about Matt is that he listens to your needs and concerns about your finances.  His recommendations are carefully formulated to address your needs.  I trust him with my financial future.         

          Matt has been my financial advisor for over a decade. He is always willing to take time to review my account with me and explain issues that may impact it. I appreciate his expertise and enjoy our chats. He and Angelica always provide prompt responses to my questions and requests.         

          We have been very satisfied with Matt and Quotient Wealth partners.  He and Angelica have been very responsive to any request that we have asked of them, providing a timely response to any questions or requests that we have made.  We trust Matt to provide what he thinks is the best advice for us and our financial future.  We are invited to meet with them on a regular basis so that they can provide any additional information that might be of interest to us.  Matt and the team provide forums for the sharing of information and answering of questions for clients.         

          Matt is the epitome of professionalism. He is extremely knowledgeable of his products and continuously educates us. 
We are extremely grateful and fortunate to have him watching out for our well being not only professionally but on a personal basis.  Anytime someone near retirement asks for direction on a financial advisor, we are quick to point them in Matt's direction.  He is the best financial advisor we have ever had.  We trust our finances with Matt at the helm!         

          Matt and Angelica are quick to respond to questions we have about our accounts. They strive to give us the information or find the answer. We are pleased with their work and happy with the results.         

          Like many people, my life is complicated. Matt was able to help me with that complicated situation and simplify my financial approach so that it gave me comfort and confidence but did not add to my load. I have been completely satisfied with the service, genuine, caring, and amount of attention Matt has provided. I recommend him with a whole heart. He is worthy of your trust.         

          Matt and Quotient are great!!! Matt is compassionate, great listener, customer oriented, well versed in his field of expertise, and a complete professional. He will always give you the facts while being straight forward and honest. When dealing with Matt and Quotient, you know you're in good hands and they have your best interests in mind.         

          Matt has been wonderful in keeping my family informed on issues that concern our financial security.  Matt is very good at analyzing our other assets and offers sound advice.  I have recommended Matt to other neighbors that are looking to retire in the next few years. Matt is always on time and truly supports our needs.  I am very happy with his support he provides.         

          We appreciate you Matt Bennett. Thank you for your guidance & being readily available to answer our financial questions. Looking forward to a lasting relationship as we enjoy our retirement years!         

          Matt consistently demonstrates professionalism and extensive expertise in financial markets and investment strategies. He provides us with comprehensive portfolio reviews and insightful recommendations.

Matt is an active listener, offering personalized and perceptive guidance and fostering a strong, trusting relationship.

We express our sincere gratitude for Matt's expert financial counsel regarding our pensions and investment portfolios.         

          Matt has been responsible for our retirement plans and our finances for approximately 5 years.  We have been very pleased with his pragmatic approach and openness to share thoughts and ideas.  Above all, Matt is trustworthy and honest.         

          I have had the pleasure of working with Matt Bennett on my finances for the past 9 years.  I’m grateful for his assistance and financial acumen to ensure success for not only my future, but for my children as well.  It’s a relief to know I had my finances in order upon retirement and that the Quotient Team are now looking after both my children and their spouses.  Thank you Matt for all your sound advice and help through the years!         

          Matt has been our advisor for about 8 years, guiding all of our major financial decisions as we planned for and entered retirement. We meet with him at least twice a year to review our finances, discuss any upcoming expenses or changes, and understand how our financial decisions and external factors will affect us both short term and long term. Between visits, he’s just a phone call away to consult with us on purchases or any other financial concerns. We love his ability to explain complex things in simple terms. In short, we fully TRUST Matt with his expertise to take our money management worries away. As icing on the cake, he’s just a wonderful, warm person—friendly, kind, respectful, and takes a genuine personal interest in our well-being. He feels like family. And as a bonus, we enjoy very low fees. We would VERY highly recommend him and his wonderful, professional supporting staff to anyone in or planning for retirement.         

          Matta and Angelica were extremely responsive and thorough when liquidating some money for our recent car purchase.  When a small issue occurred Angelica had a quick fix.  It is always a pleasure working with Matt and his tea,         

          Matt has managed our finances for about 10 years. He is incredibly knowledgeable as well as good at explaining things I just don’t understand. He is also just an all around nice guy. We really enjoy our meetings with him. I am so thankful we found him from a fellow USAA colleague. He has given us true financial peace of mind.