Matt Davis, CFP®
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Quotient Wealth Partners
Matt Davis, CFP®
Houston, TX
Serving Clients Nationwide
Our Best Work. Your Best Life.
5 out of 5 Stars
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Advisor
Areas of Focus
- Coaching
- Estate Planning
- Financial Life Planning
- Investment Management
- Retirement Planning
- Taxes
About Matt Davis, CFP®
Matt Davis is a Partner and Senior Wealth Advisor at Quotient Wealth Partners, where he specializes in crafting tailored financial strategies that align with his clients’ unique aspirations and financial circumstances. With 12 years of experience gained at major wirehouses, Matt brings a wealth of expertise to the table. He holds a Bachelor of Science in Personal Financial Planning with a concentration in tax planning from Texas Tech University.As a registered Certified Financial Planner, Matt excels in helping individuals navigate the intricate landscape of their finances. His commitment to client success extends to regular consultations, where he revisits their work situation, tax strategies, investment portfolio, insurance coverage, and estate planning, tracking that their financial plans remain aligned with their evolving needs. Beyond his professional accomplishments, Matt is a devoted family man, sharing his life with his wife Andrea and their three sons, ages 3, 1, and a newborn, in the vibrant Spring Branch area of Houston. Additionally, Matt’s dedication to the field of financial planning is evident in his past involvement on the board of the Financial Planners Association’s NexGen group.
Professional Designations
- CERTIFIED FINANCIAL PLANNER ®
Primary Location
1980 Post Oak Blvd. Suite 1500, Houston, TX 77056
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, Bachelor of Science, Personal Financial Planning
Hobbies and Interests
- Family
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
By clicking submit, you acknowledge this review is based on your own experience and reflects your genuine opinion. You also agree to our review policy, privacy policy, and terms and conditions, and give this financial advisor permission to publicly display your review on their website.
Most Impressed and Highly Recommended
✅ Wealthtender Certified Advisor Review™
March 27, 2025
Matt has been extremely helpful, responsive and insightful. Always ready to help and/or explain what their recommendations are and what is best for our family. Most recently, Matt has helped work through some tax return issues to help resolve the potential need for having to make an estimated tax payment. Most importantly, Matt has remained in constant contact with me over the years since our first encounter and discussion, prior to us becoming a client. This demonstrated to us that he was truly interested in how we are doing and his desire to assist us in the best way possible, even if we didn’t become one of his clients. I highly recommend Matt for his knowledge, expertise and interest in the wellbeing of his clients.
Relationship to Financial Advisor:Current Client
Compensation:This reviewer received no compensation for this review.
Conflicts of Interest:There are no material conflicts of interest.
Highly Recommended
✅ Wealthtender Certified Advisor Review™
March 20, 2025
Matt has been our advisor and helped us through the decision process related to retiring from ExxonMobil a few years ago. Matt has worked diligently to plan with us to meet our retirement goals. Their strategy of balancing risks and growth is working. The predictive modeling tool that looks at expense assumptions over time in various market scenarios has been particularly useful. Matt is quite adept at running us through these cases at quarterly meetings. I highly recommend Matt and the Quotient team.
Relationship to Financial Advisor:Current Client
Compensation:This reviewer received no compensation for this review.
Conflicts of Interest:There are no material conflicts of interest.
Quotient - Keep up the great work!
✅ Wealthtender Certified Advisor Review™
March 17, 2025
My wife and I have been working with Matt and his team essentially since I retired from ExxonMobil several years ago. I couldn’t be more pleased with the service and professionalism that Matt provides. These past few years have had their ups and downs and whenever we’ve had questions, the Quotient team has been readily available and prepared to provide a complete overview of how we’re doing. Even during recent uncertainties, I’m confident that we are in good hands. Even though we no longer live in the Houston area (Virginia now), it makes no difference, since communication tools have gotten quite good, especially in recent years.
Relationship to Financial Advisor:Current Client
Compensation:This reviewer received no compensation for this review.
Conflicts of Interest:There are no material conflicts of interest.
Long time Client
✅ Wealthtender Certified Advisor Review™
March 11, 2025
Have been with the firm through sever iterations since 2013. Matt was helpful with information and advice, not required to help with a family member’s tax issues
Relationship to Financial Advisor:Current Client
Compensation:This reviewer received no compensation for this review.
Conflicts of Interest:There are no material conflicts of interest.
Matt is Awesome
✅ Wealthtender Certified Advisor Review™
March 10, 2025
I’ve been working with Matt for about 10 years, both while working a hectic career and now in retirement. He has always been responsive, thoughtful, and provided excellent service and financial advice.
I appreciate that he has brought products to my knowledge (e.g. private credit) that I was not aware of and helped me integrate them into my portfolio at appropriate levels
Relationship to Financial Advisor:Current Client
Compensation:This reviewer received no compensation for this review.
Conflicts of Interest:There are no material conflicts of interest.
Solid Financial Advisor and Manager
✅ Wealthtender Certified Advisor Review™
March 7, 2025
We have been with Brandon and Matt for 10 years. We like the conservative investment management approach they tailored for us and the ease of having Matt handle all our requests like setting up and scheduling funding of education accounts for our grandkids. We appreciate that Matt is customer oriented, responsive and always has time for our questions or requests for advice. Matt reviews our investment strategy and approach with us regularly and we are always impressed by his detailed knowledge of our accounts, investments and tax situation. We could not be happier and feel better about the management of our retirement investments.
Relationship to Financial Advisor:Current Client
Compensation:This reviewer received no compensation for this review.
Conflicts of Interest:There are no material conflicts of interest.
Excellent
✅ Wealthtender Certified Advisor Review™
March 7, 2025
My wife and I are very happy with the financial advice, coaching, and expertise we receive from Matt.
Relationship to Financial Advisor:Current Client
Compensation:This reviewer received no compensation for this review.
Conflicts of Interest:There are no material conflicts of interest.
Reliable and Insightful Financial Planning by Matt Davis
✅ Wealthtender Certified Advisor Review™
March 6, 2025
I have had the pleasure of having Matt as my financial planner for the past five years. Throughout this period, he has been extremely diligent in finding the best investment options and designing a portfolio that fits our needs in retirement and secures my son’s future financial well-being. Matt makes a concerted effort to keep up with our family situation, especially my son’s needs for education and growth. He consistently provides a well-planned, diverse portfolio and offers sound advice on the level of risk for my investments, considering our family’s unique situation. I have no reservations in recommending Matt to any of my friends.
Relationship to Financial Advisor:Current Client
Compensation:This reviewer received no compensation for this review.
Conflicts of Interest:There are no material conflicts of interest.
Available and responsive to my financial needs
✅ Wealthtender Certified Advisor Review™
March 6, 2025
I appreciate Matt’s responsiveness to my questions and requests to move money. If I leave a voicemail, he usually gets back to me within a few hours. I trust Matt to give me good advice and can count on him to get things done on time.
Relationship to Financial Advisor:Current Client
Compensation:This reviewer received no compensation for this review.
Conflicts of Interest:There are no material conflicts of interest.
Perfect for my family and investment style
✅ Wealthtender Certified Advisor Review™
March 6, 2025
Matt is a great individual and effectively communicates both across generations and all knowledge levels. My wife and son are less knowledgeable about investing and Matt has the ability to explain issues / investing options in a way they both feel informed and confident they are now and will always be taken care of.
Matt has a broad knowledge of investment options and stays tuned to market changes. He took the time to understand my / my wife’s risk tolerances and investing style, then tailored an appropriate portfolio as I transitioned into retirement.
Relationship to Financial Advisor:Current Client
Compensation:This reviewer received no compensation for this review.
Conflicts of Interest:There are no material conflicts of interest.
Matt Davis review by MCM
✅ Wealthtender Certified Advisor Review™
March 4, 2025
Matt always makes time to discuss my portfolio.
He has tailored my portfolio to meet my needs,
He helped me transition from my XOM account to the Fidelity account.
He listens very well and works effectively with his staff, namely Lauren who is also very helpful.
He helped me establish an account for my daughter.
Relationship to Financial Advisor:Current Client
Compensation:This reviewer received no compensation for this review.
Conflicts of Interest:There are no material conflicts of interest.
Customer-oriented, prepared, responsive
✅ Wealthtender Certified Advisor Review™
March 4, 2025
Brandon Ross, then Matt Davis, have been our advisors over a decade and had nothing but OUR interests and desires foremost in their approach to our financial future. Of course, we were guided in what makes sense for retirees who want to live a comfortable life without extravagances threatening that goal. Gentle, logical, experience-based persuasion is their approach. Our regularly scheduled (quarterly) meetings are held at our convenience, either remotely or in person at their office. Matt is well-prepared for those meetings, fresh with reminders of past decisions, and ready with short- and long-term recommendations for our accounts. Outside of the those meetings, Matt is responsive to our adhoc emails requesting advice on various financial topics, with a personal recommendation or one that comes from other members of QWP with specific expertise. We have been very please with the personal attention and account performance with Matt and QWP.
Relationship to Financial Advisor:Current Client
Compensation:This reviewer received no compensation for this review.
Conflicts of Interest:There are no material conflicts of interest.
A great and responsive team of financial advisors
✅ Wealthtender Certified Advisor Review™
March 4, 2025
The team of Matt Davis and Brandon Ross has provided my wife and I with customized and prompt service for several years. They update us on our portfolio and provide very rapid response to our questions and requests for action. I whole heartedly endorse than as financial advisors.
Relationship to Financial Advisor:Current Client
Compensation:This reviewer received no compensation for this review.
Conflicts of Interest:There are no material conflicts of interest.
Matt Davis our Trusted Financial Advisor
✅ Wealthtender Certified Advisor Review™
March 4, 2025
I have been a client of Brandon Ross and Matt Davis for quite a few years. We originally started and developed our relationship when they were with United Capital. This was while I was employed in Houston. I am now retired, and continue to appreciate the financial guidance, support and investment insight that Matt and his team provide me in retirement. In addition, they are helping to prepare my tax return this year which is a nice added service. I plan to stay with Matt and the Quotient Wealth Team for the foreseeable future.
Relationship to Financial Advisor:Current Client
Compensation:This reviewer received no compensation for this review.
Conflicts of Interest:There are no material conflicts of interest.
Matt Davis: a trusted financial advisor
✅ Wealthtender Certified Advisor Review™
March 3, 2025
In 2016 after my retirement, my husband and I started investing with Brandon Ross and Matt Davis at United Capital, and continue with Matt as our trusted and reliable financial planner at Quotient Wealth Partners.
We like Matt because he truly has our financial best interests in mind—for long and short term success. He’s knowledgeable, transparent, accessible, and we like him as a person. A big bonus is that be will patiently answer all my questions with easy to understand explanations.
So far, a good relationship that we plan to continue for a long time.
Relationship to Financial Advisor:Current Client
Compensation:This reviewer received no compensation for this review.
Conflicts of Interest:There are no material conflicts of interest.
Top notch financial planning and service provider
✅ Wealthtender Certified Advisor Review™
March 3, 2025
We’ve been working with Matt since about 2015 with great success. When searching for a financial planning team, we were very impressed with how Matt went about the process. First understanding us as people, a family, and what mattered to us, not just what we should invest in. All that came later after we developed a strong relationship. This was unique in our search and sealed the deal. Performance of our assets has been stellar, and we love the regular contact afforded by Matt and the team. We sleep perfectly at night with confidence we are in good hands that care for us and are focused on their fiduciary responsibilities. No regrets.
Relationship to Financial Advisor:Current Client
Compensation:This reviewer received no compensation for this review.
Conflicts of Interest:There are no material conflicts of interest.
Matt Davis
✅ Wealthtender Certified Advisor Review™
March 3, 2025
I have worked with Matt for several years since I retired in 2017. My main source of income is the investments he manages. We have enough income and the account has actually gained value during this period. Matt is easy to talk to and willing to answer any questions about investments, taxes, donations, etc.
Relationship to Financial Advisor:Current Client
Compensation:This reviewer received no compensation for this review.
Conflicts of Interest:There are no material conflicts of interest.
Matt Does a Great Job
✅ Wealthtender Certified Advisor Review™
March 3, 2025
Matt has been very responsive to our financial needs as a retired couple. Since he has stepped in as Jon’s assistant he has done a great job providing support and advice on managing our wealth plan. He supports us with insights on relevant current strategies for long term success. Responds to our needs when requested when we need him to.
Relationship to Financial Advisor:Current Client
Compensation:This reviewer received no compensation for this review.
Conflicts of Interest:There are no material conflicts of interest.
Matt is doing a great job for us!
✅ Wealthtender Certified Advisor Review™
March 3, 2025
A couple of years prior to my retirement from a major oil and gas company, and after a lot of background research, my wife and I chose to work with Brandon Ross and Matt Davis at United Capital as our investment advisors. Over the succeeding ten years (it’s been that long?) we have remained with them as their company has morphed from United Capital to Goldman Sachs and now to Quotient Wealth Partners. That, in itself, speaks to the degree of trust that we have developed in Brandon and Matt. Over that time, too, Matt’s skills, capabilities and responsibilities have grown, reflected in his ascension from Wealth Advisor to Senior Wealth Advisor and now Partner. At present, Matt is serving as our principal wealth advisor.
We have elected to continue working with Matt for several reasons. The Quotient and Dynasty teams provide many tools and concepts to their clients, and Matt does an outstanding job of translating these, and any recommended strategies into “civilian speak” to my wife and me as non-professional investors. He then works with us to identify appropriate tactical adaptations to our portfolio that best fit both our long-term and immediate requirements.
We meet with Matt biannually to review the state of our portfolio, go over potential choices, and map out our investment plans. However, Matt does not hesitate to respond at any time should we text him with a question or concern, or if any notable strategic changes need to be communicated from the Quotient investment team. Matt is diligent about following up on questions that he is unable to fully address during our discussions. And perhaps most importantly, although my company retirement earnings have provided the lion’s share contribution to our portfolio, Matt ensures that my wife, too, is equally involved in our investment decisions and planning.
Beyond his technical acumen, we have found Matt to be a friendly and caring individual who is genuinely customer oriented. We always enjoy catching up on each other’s family activities before we get down to business during our meetings. All in all, we have been very pleased with Matt and Quotient and have every intention of sticking with them for some time to come.
Relationship to Financial Advisor:Current Client
Compensation:This reviewer received no compensation for this review.
Conflicts of Interest:There are no material conflicts of interest.
Matt Davis has been a trusted and reliable Financial Advisor
✅ Wealthtender Certified Advisor Review™
March 3, 2025
I have been working with Matt Davis since 2021, I was referred to him by a friend, and he has been a trusted and reliable Financial Advisor. He has helped me to understand the market and how to invest my retirement money. Matt met with my wife and I and explained the different investment choices and helped us determine what was best for us. He looks at what the market is doing and makes good choices to grow our investments. He is always there when we have questions and is very friendly and knowledgeable.
Relationship to Financial Advisor:Current Client
Compensation:This reviewer received no compensation for this review.
Conflicts of Interest:There are no material conflicts of interest.
Talented Advisor
✅ Wealthtender Certified Advisor Review™
March 3, 2025
Matt Davis is a highly skilled financial advisor with exceptional interpersonal abilities and extensive market knowledge. Matt is meticulously organized and possesses the remarkable ability to provide comprehensive and detailed information, ensuring that clients of all investment levels can confidently understand and trust their financial decisions. We wholeheartedly recommend Matt to any client seeking solid financial planning advice.
Relationship to Financial Advisor:Current Client
Compensation:This reviewer received no compensation for this review.
Conflicts of Interest:There are no material conflicts of interest.
An Outstanding Financial Advisor
✅ Wealthtender Certified Advisor Review™
March 3, 2025
Matt Davis is outstanding as a financial advisor, reliable in every way. I fully trust in his sound (and well thought out) advice regarding my financial needs. He is very customer oriented, is a good listener and explainer, and makes himself available when I have special questions / needs — and he does all of this very hospitably, professionally, and timely. I am confident that Matt has my best interest in mind regarding my financial needs. It is always a pleasure interacting with Matt.
Relationship to Financial Advisor:Current Client
Compensation:This reviewer received no compensation for this review.
Conflicts of Interest:There are no material conflicts of interest.
Investing with a trusted friend
✅ Wealthtender Certified Advisor Review™
March 3, 2025
Matt Davis is more than a financial advisor he has been a trusted friend. Before retirement we meet with numerous advisors but Matt was the only one my wife and I clicked with. One of the most important things to me was that my wife would be comfortable with our advisor in case something happened to me. Matt has always been responsive and offered excellent advise about how to invest our retirement funds that are in line with our risk tolerance. We are raising a grand-child and his knowledge about investing tax free for his future college expenditures has been most helpful. He is also aware of social security and tax implications that can occur from single large sum withdrawals. We love Matt and I don’t think you could go wrong with him as a financial advisor.
Relationship to Financial Advisor:Current Client
Compensation:This reviewer received no compensation for this review.
Conflicts of Interest:There are no material conflicts of interest.
We highly recommend Matt as a financial advisor.
✅ Wealthtender Certified Advisor Review™
March 3, 2025
We have been working with Matt for almost 7 years, we find that he extremely competent in financial planning and has managed our portfolio close to what we expected. He is very responsive to our questions and requests.
Relationship to Financial Advisor:Current Client
Compensation:This reviewer received no compensation for this review.
Conflicts of Interest:There are no material conflicts of interest.
Matt Davis knowledgeable and professional
✅ Wealthtender Certified Advisor Review™
March 3, 2025
I have known and worked with Matt for more than three years. He provides excellent assistance in helping manage my financial portfolio. Matt is very responsive and if he doesn’t know the answer, he is sure to find out. He explains concepts well and follows up with written summary to be on the same page with his client, me.
Relationship to Financial Advisor:Current Client
Compensation:This reviewer received no compensation for this review.
Conflicts of Interest:There are no material conflicts of interest.
Retirement Management with Quotient Wealth Partners and senior financial planner Matt Davis
✅ Wealthtender Certified Advisor Review™
March 3, 2025
In 2021 after 22 years, I retired from Exxonmobil . There were many questions and insecurities about what tasks and efforts were required on my part to prepare for the brave new world of retirement. Leading up to this moment I had my “head down and butt up” exploring for oil and gas around the world and had not anticipated this next step in life. Several co-workers had recently retired and were taking a monthly pension from the company, but given the insecurity of inflation eating up a pension down the road; I asked around the office to find someone who was in the same boat as I was, and was fortunate to find a co-worker who was working with Matt Davis.
I contacted Matt at his corporate office and he invited my wife and I to come down to his office for an introductory session. I had written up a list of questions for Matt and He also had a list of questions for us.
Our meeting went well, we discussed:
-Living expenses and requirements
-Family situation
-a Will
– Benefactors in case something happened to me
-Investment strategies and investment products
-Inflation/recession and how to maintain and gain value in changing the economy/market
-Yearly Disbursement and family events (marriage of children)
-Taxes
-Social Security
My wife and I discussed our goals and provided these to Matt who was able to provide us with a diverse portfolio which has grown above the rate of inflation since our retirement.
Matt has always been available, and we have bi-annual meetings to review our portfolio and discuss any questions/recommendations for change to be made as well as a look ahead as to our needs as well as investment strategies for the future, given the state of the economy.
Matt is always available as our retirement/investment advisor. We can call or meet anytime on short notice and he will answer any questions and take any action that we may require.
My wife and I are very comfortable with our decision to work with Matt and Quotient Wealth and highly recommend their services.
Relationship to Financial Advisor:Current Client
Compensation:This reviewer received no compensation for this review.
Conflicts of Interest:There are no material conflicts of interest.
Thank you!
✅ Wealthtender Certified Advisor Review™
March 3, 2025
Since Magda retired from Bechtel, Matt has been our retirement portfolio manager! With my retirement from ExxonMobil recently, it was obvious to continue with Matt as we found him caring, transparent, available, responsive and enjoyed a continuous portfolio performance. A truly trustworthy financial advisor!
Thank you, Matt!
Relationship to Financial Advisor:Current Client
Compensation:This reviewer received no compensation for this review.
Conflicts of Interest:There are no material conflicts of interest.
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