Matt Wallen, CFA, CFP®, CLU
Concierge wealth planner, driven by the success of the families I serve.
Wealthtender Community Connect helps people discover the best financial advisors for their individual needs through their favorite blogs and podcasts.
Click Here to Learn More
Serving Clients Nationwide
Concierge wealth planner, driven by the success of the families I serve.
Areas of Focus
- Estate Planning
- Financial Life Planning
- Investment Management
- Retirement Planning
- Taxes
About Matt Wallen, CFA, CFP®, CLU
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 ®
- 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
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 Confluence Wealth Management
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 DisclosureWho We Serve
- Business Owners
- Corporate Executives
- Families
- Intergenerational Families
- Living in Retirement
- Professional Athletes
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.
I wouldn't trust anyone else with my finances
Service above and beyond
Trust
I wouldn’t trust anyone else!
Financial Advisor
Personal, caring, attention to us from work years through to a comfortable retirement make us happy and loyal clients
Great advisor! Very easy to deal with!
Advisor Review
Expert Guidance and Unmatched Peace of Mind
Amazing Service!
We Want Your Voice to be Heard
Wealthtender exists to help people discover trusted and authentic financial professionals and educators who may be a good fit based on their unique needs and circumstances.
Your honest reviews help people decide which financial professionals and educators may be best suited to their individual needs.
The majority of people trust reviews as much as personal recommendations, so what you write in your review should reflect your own opinion and experience.
Tips for Writing a Helpful Review
Be descriptive. Instead of just saying what you like or dislike, share why. What have you enjoyed most or least about your experience with the provider? Have they helped you overcome a difficult financial challenge or strengthened your knowledge about particular money matters? The more details, the better!
Be honest. Your rating and review should reflect your actual experience.
Stay relevant. Ensure your review is helpful to others by avoiding off-topic discussions or personal opinions not relevant to your direct experience.
Make your review easy to read. Reviews should be readable to others. Use proper grammar, avoid excessive capitalization or punctuation, and be sure to check your spelling.
Be yourself. Don’t post as, or pretend to be, someone else, and do not say you’re associated with a person or organization with which you are not.
Be nice. Don’t write abusive, hateful, threatening, or harassing content. Avoid personal threats, hate speech, obscenities, or inflammatory language.
Respect the privacy of others. Don’t post information that can be used to identify another individual or compromise their privacy.
Report abuse. Thank you for helping us ensure reviews on Wealthtender are helpful to everyone. If you suspect possible violations of our guidelines or believe a review is inappropriate, please email support@wealthtender.com with a link to the provider’s profile, indicating the review in question and the reason you believe it violates our guidelines.
➡️ Are you reviewing a financial advisor? Learn more about Certified Advisor Reviews.
Disclaimers
Wealthtender reserves the right to remove reviews that violate its guidelines and/or regulations issued by the Federal Trade Commission, Securities and Exchange Commission, FINRA, and other regulatory agencies. Further, financial advisors are subject to individual firm policies and rules prescribed by federal and state regulators that may result in reviews being removed, not published, or potentially modified upon the documented request submitted by an advisor, compliance officer, or other firm professional to maintain compliance with federal and state regulations.
If you submit a review on Wealthtender, the Federal Trade Commission has issued guidance to ensure you always maintain the right and ability to request reviews be removed from any online review website, including Wealthtender. To request the removal of a review you submitted on Wealthtender, please send an email to support@wealthtender.com using the same email address you utilized when submitting the review. Please include in your email a link to the profile on Wealthtender where your review is published.
In addition to your review being published on Wealthtender, you acknowledge your review may also be published by your financial advisor on their website, social media accounts, and/or profile pages on other directory websites.
The reviews posted on Wealthtender are individual and subjective opinions. The opinions expressed in reviews are those of the reviewer and not of Wealthtender, Inc. Wealthtender does not endorse any of the opinions expressed by reviewers.
Please refer to the Wealthtender terms of service and privacy policy for additional information.
If you have questions or if we can assist with anything at all, please contact us by email at support@wealthtender.com or call us at (512) 540 – 3811.
Thank you for visiting Wealthtender and giving us the opportunity to serve you.
© 2024 Wealthtender, Inc.
