Matt Bennett, CFP®
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Our Best Work. Your Best Life.
Areas of Focus
- Coaching
- Estate Planning
- Financial Life Planning
- Investment Management
- Retirement Planning
- Taxes
About Matt Bennett, CFP®
Matt Bennett is a financial professional, serving as a Partner and Senior Wealth Advisor at Quotient Wealth Partners. With a career spanning over 15 years in financial services and investment industry, Matt helps his clients navigate the complexities of financial planning. He works collaboratively, building a comprehensive, custom financial plan to help families achieve their financial goals. His clients range from corporate executives at major Fortune 500 companies, to retirees and high-net-worth investors.His core areas of specialization centers around crafting tax-efficient strategies and creating comprehensive retirement income plans which give clients peace of mind in retirement.
Matt holds an MBA from the Rawls College of Business, a Master of Science in Personal Financial Planning, and Bachelor of Science in Retailing, from Texas Tech University. Beyond his professional life, Matt enjoys playing golf, attending concerts and sporting events, rocking out on the drums, and cherishing moments with his beloved wife, Natalie, and their daughters Paige and Chloe.
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
Wealthtender® is a trusted, independent financial directory and educational resource governed by our strict Editorial Policy, Integrity Standards, and Terms of Use. While we receive compensation from featured professionals (a natural conflict of interest), we always operate with integrity and transparency to earn your trust. Wealthtender is not a client of these providers. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.
Write a Review
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Thank you
Matt and his team are excellent financial advisors. His team is very knowledgeable and always available to help in a professional and friendly manner. Thank you Matt
I was skeptical but am glad I started working with Matt and his team
We had managed our own affairs for so long I was skeptical of the need to involve anyone else in the process. Several years ago we met with Matt to see what services he had to offer. Initially I was hesitant . The patience and practical nature of our conversations over time have led me to believe I should have gotten Matt and his team involved years earlier. The guidance and clarity of thought have made us significant gains and prevented us from making some very costly errors. I particularly appreciate the team’s willingness to talk through things provide possible solutions with pros and cons of each I am very glad we made the decision to invest with Matt and his team.
Great team of financial advisors!
We have been Matt’s clients for several years and are very pleased with his comprehensive handling of our financial affairs and his realistic approach to managing our financial future. “The Matts” and Angelica work so well together as a team; they excel at providing guidance in response to our changing life scenarios. They are prompt and thorough and we feel comfortable trusting them with our financial well being.
Thank you!
I am relatively new to the world of investing. I couldn't have found a better group to work with. Matt and his team are responsive, patient, and very good at explaining things to me. I trust having my money invested with them and would recommend them to anyone wanting to work with caring people that look out for your financial interests.
Matt is wonderful.
I have been working with Matt for eight years now. He is very professional and is easy to talk to. Through the years he has provided guidance and knowledge that has allowed me to surpass the financial goals that I had set for myself. I have recommended him to multiple co-workers and everybody has said they had a positive experience with Matt! I highly recommend him for retirement planning!
Peace of Mind to Enjoy Retirement
For more than a decade, my wife and I have trusted Matt with our retirement finances. He takes the time to listen to our goals, understands what's important to us, respects our comfort level with risk, and offers honest, practical advice that fits our needs. Matt is easy to talk to, explains things in a way that's easy to understand, and is always available when we have questions. Most importantly, he gives us the confidence and peace of mind to enjoy retirement, knowing our financial future is in good hands.
Matt Bennett
...is the best. Professional, collegial, Matt uses his skills to learn what's important to his client and stick with that. Great communicator. Gets me good returns. Doesn't waste my time, gives me clear, crisp responses I can put to work.
Highly recommend Matt Bennett
Matt Bennett is truly a professional in what he does. I was first introduced to Matt 4 years ago and he helped me map out my retirement plan and future. He is friendly, authentic and will truly let you know what he recommends to reach your goals. Since working with him I have referred another friend and my niece who also were very happy with his services.
Fantastic Management Team
Matt and his team have been managing our portfolio for over 11 years. They have been able to give us the best retirement life you could ask for. The good years have outweighed the bad years and the results have given us the best financial stability we have ever had. Don't you just hate it when your financial adviser tell you that you don't spend enough money! Their integrity and professionalism have served us well. With their advice we have been able to travel the world, give money to family when they need it, and live comfortably in our retirement. We have no headaches or concerns knowing our portfolio is in their hands. Thank you Matt and your management team.
Best Financial Advisor
Matt has been my financial advisor for many years. He’s very personable and friendly and cares about the well being of the client! I’m extremely pleased with his knowledge and expertise regarding my portfolio! He and his team are always very helpful and his awesome advice is greatly appreciated! I am a very happy and satisfied client!
Matt B - Quotient; Above and Beyond
Matt B and Quotient continue to go above and beyond to meet our financial needs. By understanding our financial requirements Matt ensures Quotient makes the correct moves in the market take place to achieve our portfolio's bottom line. Matt being a great listener, dedication to his job, and continual drive to understand his customers financial desires, places him a rung above the rest. If you are looking for a person/company with your best financial interests in mind, no need to look any further. Matt B and Quotient is where you need to be.
Best team
I've been with Matt and his team for 13 years. I could not be more satisfied with the way they have taken care of our financial welfare.
Totally Satisfied
Matt and his team have been managing our portfolio for quite awhile, and I have nothing but the highest regard for him personally, and how my wife and I are set up for retirement. His team is always ready to help, and quick to respond to any need that arises. I am so thankful to have Matt as my financial advisor!
Went kicking and screaming being convinced to change advisors..........BEST decision of my financial life!!!!!
What a breath of fresh air. Going on XX years with continued success in all our account needs. He and his staff deserve all the accolades for their patience in dealing with not only our account information, but also future plans to keep up with the changing markets. Thanks QWP..........Suggestion.........They need to add 5 MORE STARS to allow a higher possible rating!!!!
Knowledgeable and Willing to Listen
After reaching out to Matt and his team about some questions I had regarding my account they were quick to both schedule a call with me and a follow up in person meeting. They handled my questions professionally and explained details in a manner I could understand with my non financial background. I really appreciate both their handling of my questions and my accounts.
Focused
Matt, thank you so much for always being there to make sure that we had all of the necessary information to get us ready for retirement, you have walked us through this process before we were ready to start the process and appreciate you for your focus on our goal to retire and helping us achieve that goal. If there was 20 stars I would give them to you. Thank you
Carefree
Matt and his team have provided us the guidance to enjoy a carefree retirement. We've had the opportunity during our face-to-face meetings, to strategize with intent about our present and future desires. Very blessed and thankful to Matt and the QWP team.
Matt’s revew
We have known Matt for over ten years. He established our initial portfolio that has been conservative but successful after my retirement. We really appreciate his accessibility.
Matt Bennett Review
We have worked with Matt for over ten years and have relied on his expertise to manage our portfolio. Matt is always honest with us about the direction we need to take with our investments. Matt is also personable and interested in everything going on in his client's life. He has a great backup staff and we are so glad our investments are being managed by Matt and Quotient Wealth Partners.
WOW, WOW, WOW
It is not to often that you meet a person such as Matt. In reality many people say what you want them to say in order to close a deal but not Matt! I was referred to him and looked forward to meeting him but I didn’t have any expectations. He spoke about the company and their success which is expected in an initial meeting. So what happened? When it was my turn to have the floor, I had lots of questions and his answers clearly communicated to me that he listens, processes, asks questions for clarity and responds in a manner that I clearly understood. He respectfully challenges my way of thinking and that is what is different about him. That is what I want, because he should be the subject matter expert and educate me to change my thinking if that is necessary to ensure I have a comfortable, peaceful mindset so I can do what I want to do in this chapter of my life. I consider him family because TRUE family looks out for you and protects you. He reaches out to check up on me to see how life is going, he reassures me that my monies are performing well and has also assured me that he will be proactive in reaching out if a market change warrants a conversation. If I reach out to him because I want to chat, share an article that I came across, he is always there for me. And when I see him in person, he and Angela always have a Mexican Coke for me. I tell him, “Your stuck with me.”
Matt Bennett
Several years with Matt, he has great back up staff, well-diversified, and fairly stable even in this lousy trump environment with some growth. Plans well for future.
Planning for the rest of my life
Matt and his group of financial planners have helped me plan for the rest of my life. They always have my best interests at heart. They plan and recommend and act with me in their uppermost mind. They know my family and plan for each of us. I am so thankful I have them in my corner!
More than a decade of great financial help from a trusted partner.
I've been a client with Matt Bennett and his associates in one form or another for well over a decade and perhaps nearing two. They've always been a trusted partner and I now consider them as my friends too. They do a great job of keeping me grounded from doing what I would typically prefer as a saver while working, keeping me from being aggressive as a retiree when I no longer need to take the risk. They have a consistent and steady hand, which is excellent as a financial advisor. Retirement strategy and the investments shouldn't change as the markets get nervous or bullish. This makes for very comfortable and peaceful sleeping at night without worries, no angst. Thanks Quotient Team! Y'all Rock!
Exceptional team
Matt is incredible but the team as a unit is even better. Great advice and guidance and even persuasion when necessary. This team provides incredible support to their clients enabling them to achieve their financial goals and independence. What a great team…. I recommend Matt/team at least a few times a month—- I’ll be a lifetime client.
Exceptional Advisor
Been working with Matt for > 5 years and been with the “United Capital” Group for at least 15 years. Solid advice based on my risk tolerance. A key for me is that Matt knows my wife and is careful to keep her into the conversation. Matt also gets the tax side once you’re in the spending phase of life.
Great advisor!
I’m enjoying my retirement because Matt and his team manage my money well. Matt listens to my concerns and formulates strategies to work withmy expectations.
Agile and Reliable
Not only is QWP agile and reliable, Matt is the best of the best! He is very personable, responsive and honest. Matt will take the time to understand your personal situation and work with you to build a plan based on your interest and needs to meet your goals. I’ve been with this team a long time and a prime example of someone that started out with a lot of questions and trust issues with someone else handling my current and future retirement funds; while I was working. Now , I’ve been retired almost 10 years and couldn’t be happier!
Focused, relaxed, professional.
Matt has honed in on our specific needs, wants and desires. He has outlined a very sensible plan specific to us. He offers options and timely advice, such as when we recently purchased a vehicle.
12 Years of Trusted Financial Guidance
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.
Matt Bennett- Simply the BEST
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!
Simply the best
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!
Trusted Advisor
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.
Extremely Satisfied and Grateful
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.
Working with Matt Bennett
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.
Matt Bennett - Highly Recommend
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.
Wonderful Wealth Advisor
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.
Mattt Bennett is a great financial advisor!
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.
Professional, compassionate and friendly
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.
Matt Bennett awesome Financial Advisor
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.
Very Responsive
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.
Great Financial Advisor
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.
Great Ride
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!
FIVE STARS PLUS
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.
Mr Bennett at 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!
Matt Bennett and the Quotient Wealth Staff
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.
Excellent Financial Management
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.
great advisor, great firm
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.
Genuinely Cares
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.
Excellent Advice and Support
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
Wonderful 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.
Best Financial Advisor
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!
Excellent service and adivise
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.
Professional and Knowledgeable
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.
Excellent Advisor
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.
Review of service provided by Quotient Wealth Partners
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.
5 stars not enough!
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!
Professional and responsive
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.
Worthy of Trust
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.
Quotient and Matt Are Great
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.
Professional and Caring
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.
Financial Ready!
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!
Great Advisor
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
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.
Competence, Consideration and Collaboration
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!
Five Stars
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.
Responsiveness
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,
Financial Peace of mind
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.
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Wealthtender Awards
Matt Bennett, CFP® received the 2026 Wealthtender Voice of the Client Highly Rated Advisor award.
Wealthtender awarded Matt Bennett, CFP® with its 2026 Voice of the Client Highly Rated Advisor Award on 06-26-26. Rating criteria based on eligible client reviews published on Wealthtender between 01-01-26 and 05-31-26. Although Quotient Wealth Partners compensates Wealthtender for marketing services (including eligibility to be considered for this award), Wealthtender’s award criteria is objective and not influenced by compensation. This award is not a guarantee of future performance or success and client reviews may not be representative of the experience of all past or future clients. ↗️ View additional award details and FAQs (wt.reviews/awards)
Matt Bennett, CFP® received the 2025 Wealthtender Voice of the Client Highly Rated Advisor award.
Wealthtender awarded Matt Bennett, CFP® with its 2025 Voice of the Client Highly Rated Advisor Award on 06/01/25. Rating criteria based on eligible client reviews published on Wealthtender between 1/1/24 and 06/01/25. Although Quotient Wealth Partners compensates Wealthtender for marketing services (including eligibility to be considered for this award), Wealthtender’s award criteria is objective and not influenced by compensation. This award is not a guarantee of future performance or success and client reviews may not be representative of the experience of all past or future clients. ↗️ View additional award details and FAQs (wt.reviews/awards)