Matt Bennett, CFP®
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Quotient Wealth Partners
Matt Bennett, CFP®
San Antonio, TX
Serving Clients Nationwide
Our Best Work. Your Best Life.
5 out of 5 Stars
Jump to Reviews
Areas of Focus
- Coaching
- Estate Planning
- Financial Life Planning
- Investment Management
- Retirement Planning
- Taxes
About Matt Bennett, CFP®
Matt Bennett is a financial professional, currently serving as a Partner and Senior Wealth Advisor at Quotient Wealth Partners. With a remarkable career spanning over 13 years in the financial and investment industry, Matt uses his expertise to assist USAA, HEB, and AT&T employees as they navigate the complexities of retirement planning. His core areas of specialization center around crafting tax-efficient strategies and devising comprehensive retirement income plans that strive to empower his clients to achieve financial peace of mind in their golden years.Matt holds an MBA from the Rawls College of Business at Texas Tech University, alongside a Master of Science in Personal Financial Planning and a Bachelor of Science in Retailing, also from Texas Tech University. Beyond his professional life, Matt finds joy in playing golf, attending concerts and sporting events, rocking out on the drums, and cherishing moments with his beloved wife, Natalie, and their daughter, Paige.
Professional Designations
- CERTIFIED FINANCIAL PLANNER ®
Primary Location
2806 W Bitters Rd. Suite 111, San Antonio, TX 78248
Video
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Based
What to expect in the first meeting
Click the 'Book Intro Call' button above and complete the brief form to get in touch. We look forward to hearing from you.Offers Investment Management
Yes
About Quotient Wealth Partners
Quotient Wealth is a team of in-house wealth professionals with over combined 150 years of experience. Our dedicated wealth advisors focus on understanding your core values, needs, and aspirations, empowering you to maximize the potential of your financial resources.As an independent wealth management firm, we are deeply committed to helping clients, particularly corporate executives and professionals, properly plan for their financial future. We are an SEC-registered investment advisor, operating on an open architecture platform. This allows us to offer our clients a vast array of investment options and the freedom to pursue their financial future with confidence and anticipation.
Our aim is to help you live your best life by enjoying full control of your financial well-being.
Experience and Expertise
Leveraging their over 150 years of combined experience working with corporate executives and senior managers, our founders designed Quotient Wealth Partners to offer in-depth insights into the sophisticated needs and challenges of affluent individuals and their multigenerational families. Our overall approach to wealth management is highly process oriented. Through attentive listening, our advisors attempt to fully comprehend our clients’ circumstances, concerns, and ambitions.
We believe this approach fosters a relationship based on trust and respect and emphasizes educating clients and their families on the various financial options and opportunities they face. We utilize a combination of human decision-making and innovative technology to swiftly identify and carefully develop specific solutions that are tailored to suit individual client needs and goals.
Preparing Today for Tomorrow
Specializing in retirement planning, we look to replace clients’ concerns about the future with confidence in a clear and effective financial plan. We work closely with pre-retirees, active retirees, legacy retirees, and corporate employees, recognizing that each of these clients requires tailored financial planning strategies.
For pre-retirees, we focus on benefits planning, tax mitigation strategy, equity planning, and designing a comprehensive retirement savings plan. We assist clients in navigating complex HR processes at their companies and help them prepare for a stable and secure financial life post-retirement.
For retiree clients, we strive to help them recreate their paycheck, optimize their taxes, and guide them through market fluctuations. Our solutions include tax-smart distribution planning, healthcare planning, family education and communication, estate planning and wealth transfer.
Education
Texas Tech University - Rawls College of Business, Masters of Business Administration, General Business | Texas Tech University, Master of Science, Personal Financial Planning | Texas Tech University, Bachelor of Science, Retailing
Hobbies and Interests
- Family
- Golf
- Music
- Sports
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Business Owners
- Corporate Executives
- Living in Retirement
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.
Write a Review
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Matt Bennett- Simply the BEST
✅ Wealthtender Certified Advisor Review™
May 12, 2025
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!
Relationship to Financial Advisor: Client as of May 12, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Simply the best
✅ Wealthtender Certified Advisor Review™
May 8, 2025
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!
Relationship to Financial Advisor: Client as of May 8, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Trusted Advisor
✅ Wealthtender Certified Advisor Review™
May 6, 2025
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.
Relationship to Financial Advisor: Client as of May 6, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Extremely Satisfied and Grateful
✅ Wealthtender Certified Advisor Review™
May 5, 2025
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.
Relationship to Financial Advisor: Client as of May 5, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Working with Matt Bennett
✅ Wealthtender Certified Advisor Review™
May 5, 2025
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.
Relationship to Financial Advisor: Client as of May 5, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Matt Bennett - Highly Recommend
✅ Wealthtender Certified Advisor Review™
May 5, 2025
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.
Relationship to Financial Advisor: Client as of May 5, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Wonderful Wealth Advisor
✅ Wealthtender Certified Advisor Review™
May 5, 2025
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.
Relationship to Financial Advisor: Client as of May 5, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Mattt Bennett is a great financial advisor!
✅ Wealthtender Certified Advisor Review™
May 5, 2025
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.
Relationship to Financial Advisor: Client as of May 5, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Professional, compassionate and friendly
✅ Wealthtender Certified Advisor Review™
May 2, 2025
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.
Relationship to Financial Advisor: Client as of May 2, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Matt Bennett awesome Financial Advisor
✅ Wealthtender Certified Advisor Review™
May 1, 2025
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.
Relationship to Financial Advisor: Client as of May 1, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Very Responsive
✅ Wealthtender Certified Advisor Review™
May 1, 2025
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.
Relationship to Financial Advisor: Client as of May 1, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Great Financial Advisor
✅ Wealthtender Certified Advisor Review™
May 1, 2025
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.
Relationship to Financial Advisor: Client as of May 1, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Great Ride
✅ Wealthtender Certified Advisor Review™
May 1, 2025
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!
Relationship to Financial Advisor: Client as of May 1, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
FIVE STARS PLUS
✅ Wealthtender Certified Advisor Review™
May 1, 2025
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.
Relationship to Financial Advisor: Client as of May 1, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Mr Bennett at Quotient Wealth
✅ Wealthtender Certified Advisor Review™
May 1, 2025
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!
Relationship to Financial Advisor: Client as of May 1, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Matt Bennett and the Quotient Wealth Staff
✅ Wealthtender Certified Advisor Review™
May 1, 2025
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.
Relationship to Financial Advisor: Client as of May 1, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Excellent Financial Management
✅ Wealthtender Certified Advisor Review™
Apr 3, 2025
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.
Relationship to Financial Advisor: Client as of Apr 3, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
great advisor, great firm
✅ Wealthtender Certified Advisor Review™
Mar 24, 2025
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.
Relationship to Financial Advisor: Client as of Mar 24, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Genuinely Cares
✅ Wealthtender Certified Advisor Review™
Mar 19, 2025
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.
Relationship to Financial Advisor: Client as of Mar 19, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Excellent Advice and Support
✅ Wealthtender Certified Advisor Review™
Mar 17, 2025
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
Relationship to Financial Advisor: Client as of Mar 17, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Wonderful financial advisor
✅ Wealthtender Certified Advisor Review™
Mar 17, 2025
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.
Relationship to Financial Advisor: Client as of Mar 17, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Best Financial Advisor
✅ Wealthtender Certified Advisor Review™
Mar 12, 2025
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!
Relationship to Financial Advisor: Client as of Mar 12, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Excellent service and adivise
✅ Wealthtender Certified Advisor Review™
Mar 11, 2025
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.
Relationship to Financial Advisor: Client as of Mar 11, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Professional and Knowledgeable
✅ Wealthtender Certified Advisor Review™
Mar 11, 2025
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.
Relationship to Financial Advisor: Client as of Mar 11, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Excellent Advisor
✅ Wealthtender Certified Advisor Review™
Mar 11, 2025
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.
Relationship to Financial Advisor: Client as of Mar 11, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Review of service provided by Quotient Wealth Partners
✅ Wealthtender Certified Advisor Review™
Mar 9, 2025
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.
Relationship to Financial Advisor: Client as of Mar 9, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 stars not enough!
✅ Wealthtender Certified Advisor Review™
Mar 9, 2025
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!
Relationship to Financial Advisor: Client as of Mar 9, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Professional and responsive
✅ Wealthtender Certified Advisor Review™
Mar 7, 2025
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.
Relationship to Financial Advisor: Client as of Mar 7, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Worthy of Trust
✅ Wealthtender Certified Advisor Review™
Mar 7, 2025
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.
Relationship to Financial Advisor: Client as of Mar 7, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Quotient and Matt Are Great
✅ Wealthtender Certified Advisor Review™
Mar 6, 2025
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.
Relationship to Financial Advisor: Client as of Mar 6, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Professional and Caring
✅ Wealthtender Certified Advisor Review™
Mar 6, 2025
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.
Relationship to Financial Advisor: Client as of Mar 6, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Financial Ready!
✅ Wealthtender Certified Advisor Review™
Mar 6, 2025
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!
Relationship to Financial Advisor: Client as of Mar 6, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Great Advisor
✅ Wealthtender Certified Advisor Review™
Mar 6, 2025
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.
Relationship to Financial Advisor: Client as of Mar 6, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Matt
✅ Wealthtender Certified Advisor Review™
Mar 6, 2025
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.
Relationship to Financial Advisor: Client as of Mar 6, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Competence, Consideration and Collaboration
✅ Wealthtender Certified Advisor Review™
Mar 6, 2025
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!
Relationship to Financial Advisor: Client as of Mar 6, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Five Stars
✅ Wealthtender Certified Advisor Review™
Mar 6, 2025
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.
Relationship to Financial Advisor: Client as of Mar 6, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Responsiveness
✅ Wealthtender Certified Advisor Review™
Mar 6, 2025
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,
Relationship to Financial Advisor: Client as of Mar 6, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Financial Peace of mind
✅ Wealthtender Certified Advisor Review™
Mar 5, 2025
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.
Relationship to Financial Advisor: Client as of Mar 5, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
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