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Matt Wallen, CFA, CFP®, CLU

Concierge wealth planner, driven by the success of the families I serve.

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Confluence Wealth Management Matt Wallen, CFA, CFP®, CLU
Fort Mill, SC

Serving Clients Nationwide

Concierge wealth planner, driven by the success of the families I serve.

8 Certified Advisor Reviews™

(607) 222-8374

Website

Areas of Focus

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

About Me

Matt Wallen is the founder of Confluence Wealth Management. His blend of over a decade of experience and years of training helps him guide clients across the finish line with confidence. How? By listening, understanding and explaining even the most complex concepts in a simple, straightforward way that connects with clients.

Matt's expertise working with high-net-worth clients and their advisor teams results in well considered retirement and estate plans with a focus on tax efficiency and creditor protection.

Prior to founding Confluence Wealth Management, Matt spent 13 years as an advisor with Northwestern Mutual. He earned his bachelor’s degree in mathematics from Binghamton University in 2006.

In addition, Matt is a Chartered Financial Analyst (CFA®), a Certified Financial Planner™ (CFP) professional and a Chartered Life Underwriter (CLU), representing the significant time he’s invested in understanding the areas of investment management, financial planning and insurance planning.

Professional Designations

  • CERTIFIED FINANCIAL PLANNER™ Professional
  • Chartered Financial Analyst (CFA)
  • Chartered Life Underwriter (CLU)

Affiliations

  • CFA Institute
  • CFP Board

Primary Location

Fort Mill, SC

Meeting Options

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

Compensation Methods

  • Flat Fee
  • Percentage of Assets Managed

What to expect in the first meeting

Click the 'Book Intro Call' button above to schedule a free 30-minute call. We'll get to know each other and I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you.

Offers Investment Management

Yes

About our Firm

At Confluence Wealth Management, our mission is not to be the largest firm but rather to provide excellent advice in the best interest of our clients. We are experienced wealth professionals who guide you as you define a vision for your family and business. We work with you to create a wealth plan that is tangible, actionable and dynamic.

What Drives Us

✅ THOUGHTFULNESS: Your time matters. After years of working with busy, successful families and businesses, we understand that time is the one commodity we can’t create more of. Our planning process aims to give you more confidence in your plan so you can spend time enjoying your life rather than worrying about it.

✅ EFFICIENCY: Taxes matter. We work with you and your tax professional to create a tax-efficient road map, with a goal to reduce income and estate taxes where appropriate while seeking to mitigate taxes going forward for your family, business, and legacy.

✅ TRANSPARENCY: Fees matter. We don’t work on commission. As such, we have a transparent fee schedule, so you will always know that our advice is aligned with your best interests.

✅ FLEXIBILITY: Planning matters. A wealth plan should be nimble enough to change as you experience life events that affect how you want to protect and share your wealth. Our advice goes far beyond basic investment and insurance advice by looking at your goals comprehensively and using creative and proven methods to accomplish them.

Confluence Wealth Management At A Glance

We offer concierge wealth planning aimed to enrich the life of our clients. We are a 100% employee-owned firm, which means we care deeply about customer satisfaction.

Investment advisory services are offered through Mariner Platform Solutions (“MPS”), an SEC registered investment adviser. Mr. Wallen maintains a separate business entity, Confluence Wealth Management, through which he markets services. The separate business entity is not owned, controlled by, or affiliated with MPS and is not registered with the SEC. For additional information about MPS, including fees and services, please refer to the Investment Adviser Public Disclosure website (www.adviserinfo.sec.gov).


Education

State University of New York at Binghamton, BA, Math

Hobbies and Interests

  • Animals
  • Golf
  • Music
  • Theater
  • Traveling
  • Working Out

SEC Lookup

View Disclosure

Who We Serve

  • Business Owners
  • Corporate Executives
  • Families
  • Intergenerational Families
  • Living in Retirement
  • Professional Athletes

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.

Trust

✅ Wealthtender Certified Advisor Review™
Sep 30, 2024
I have known Matt for over 8 years and from day one I felt trust. I’m a widow now and that alone is very stressful and scary. I don’t worry about my children or my future with Matt handling my finances because I trust him and he never makes me feel foolish no matter what I may ask him.
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.
Avatar for Tina Vanderlinde
Tina Vanderlinde

I wouldn’t trust anyone else!

✅ Wealthtender Certified Advisor Review™
Sep 30, 2024
Matt is incredibly skilled at what he does. He is always available to answer my questions and help with any problems I have. Matt goes above and beyond for his clients! His knowledge knows no bounds! I wouldn’t want anyone else to be my financial advisor. I know I’m in good hands 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.
Avatar for Madison VanDerLinde
Madison VanDerLinde

Financial Advisor

✅ Wealthtender Certified Advisor Review™
Sep 24, 2024
Matt s team has been the best to work with. Matt understands short term and long term goals for us. Matt s software program makes it easy to look at the numbers. The team has many contacts for assistance in all sectors of financial planning. Matt is easy to get a hold of and easy to talk 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.
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Personal, caring, attention to us from work years through to a comfortable retirement make us happy and loyal clients

✅ Wealthtender Certified Advisor Review™
Sep 21, 2024
I sold jets and my husband was a surgeon, both earning six figure incomes, when we first met Matt Wallen at Northwestern Mutual Financial Network in 2010. He is very smart and a patient listener who addressed each question and concern as they arose, invested as we wanted within the risk reward profile we described, and got the results he projected given choices he had laid out. His personal response to our requests for phone follow up and meetings a few times per year make us grateful we chose Matt as our financial advisor since.
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.
Avatar for Catherine Rossiter
Catherine Rossiter

Great advisor! Very easy to deal with!

✅ Wealthtender Certified Advisor Review™
Sep 20, 2024
Matt is responsive and always willing to help. He navigated us through our looming challenges successfully and our future now looks bright.
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.
Avatar for

Advisor Review

✅ Wealthtender Certified Advisor Review™
Sep 20, 2024
Matt Wallen has been a very effective, innovative, and hard-working Financial Advisor/Planner. I began my professional relationship with him about five years ago. My portfolio with him has increased by tenfold. He has guided and advised me through short & long term financial planning with both my business and personal needs. He has surrounded himself with equally talented associates not only in his field but also in others such as legal matters. He has always been accessible and conscientious with my various concerns. Finally, not only do I consider him to be an invaluable part of my financial activities,but I also feel that he is a very personal and close friend.
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.
Avatar for Roberto
Roberto

Expert Guidance and Unmatched Peace of Mind

✅ Wealthtender Certified Advisor Review™
Sep 18, 2024
I have been working with Matt for some time now, and I couldn't be more impressed with the level of service and expertise he brings to the table. From the very beginning, he made it clear that my financial well-being was his top priority. What truly stands out about him is his consistent follow-up. He never leaves me in the dark—he checks in regularly, provides updates, and is always available to answer any questions I have, no matter how big or small. Not only is he extremely knowledgeable in his field, but he also has an incredible way of explaining complex financial concepts in a way that is easy to understand. This has given me immense peace of mind, knowing that my finances are in such capable hands. His advice is always thoughtful, well-researched, and tailored specifically to my personal goals and needs. Working with Matt has been one of the best decisions I've made for my financial future. I trust him completely and would recommend him to anyone looking for a reliable, proactive, and expert 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.
Avatar for Candice Geller
Candice Geller

Amazing Service!

✅ Wealthtender Certified Advisor Review™
Sep 17, 2024
Matt advises our family on investments, tax planning, estate planning and business strategy. His care and concern goes far beyond any advisor we have ever had. He is always there for us and thoroughly vets all the information before any decisions are made. His knowledge and careful attention to detail has enabled us to do more in our lives. I highly recommend him.
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.
Avatar for Brian
Brian
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