Matthew Nelson, CFP® AIF® ECA

Specialized Financial Planning for MedTech Professionals

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Perspective 6 Group Matthew Nelson, CFP® AIF® ECA
Minneapolis, MN

Serving Clients Nationwide

Specialized Financial Planning for MedTech Professionals

Areas of Focus

  • Equity Compensation Options
  • Financial Life Planning
  • Investment Management
  • Retirement Planning
  • Taxes

About Me

Matt Nelson is the Founder and Managing Partner of Perspective 6 Group, and is an Executive Officer of Focus Financial Network, Inc., one of the largest independent firms in Minnesota and the nation.

Matt got his start in the financial industry just two years before the 2000-2002 tech crash. Later, Matt managed investment assets and financial planning services at Wings Financial Federal Credit Union. In 2006, he became an independent financial advisor to better serve his clients.

As a Minneapolis local, his focus is helping Medical Technology industry professionals eliminate their financial stress so they can live with peace of mind, and plan their financial freedom.

In his free time, Matt enjoys bicycle racing for the team he co-sponsors, Peace Coffee Racing, XC Skiing, snowboarding, traveling, and spending time with his wife, Taunya.


Retirement Income Planning for executives and key employees in Medical Alley with an emphasis at:

✅ 3M, Abbott, Boston Scientific, Medtronic, GE HealthCare, Philips, Stryker, Baxter
✅ Business owners transitioning from ownership to retirement
✅ Self-employed professionals without benefit plans or business equity to store wealth for retirement

For important disclosures please visit my website:

Professional Designations

  • Accredited Investment Fiduciary (AIF)
  • Equity Compensation Associate (ECA)


  • Financial Planning Association
  • The AGC

Primary Location

1000 Shelard Pkwy, Suite 250 Minneapolis, MN 55426


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 Vision Call. During this 45-minute call our objective is to gain a complete 360-degree perspective of your life and finances. We want to know about your financial vision, goals, and answer any questions you may have. The last 15 minutes of this call will be dedicated to gathering information to create your complimentary financial plan that will be delivered during the Direction Meeting.

Offers Investment Management


About our Firm

Why Perspective 6 Group?

We help MedTech Professionals:

✅ Take full advantage of their company’s equity compensation and benefits plans

✅ Know their finances are in order so they can focus on making an impact in their careers

✅ Convert their retirement investments into income while keeping tax burden low

✅ Receive more personalized attention than with corporate advisory firms

Which of These Describes You?

➡️ Medical Device Representatives: How does my fluctuating, commission-based income affect my taxes? What’s the right way to plan financial independence? We help make the way forward clear.

➡️ Executives & Managers: No time to manage your own finances? We help take the pressure off so you don’t have to figure it all out on your own.

➡️ Founders & Entrepreneurs: Whether you want to save wealth outside your business, reduce taxes, or just have more time for yourself… We can help make it happen.

➡️ Retired or Soon to Retire: Did I save enough? How much can I spend? For how long, and from where? We help take the complexity out of planning for retirement.


Pillsbury College – Bachelor of Science in Business Administration & Information Technology (cum laude)

Hobbies and Interests

  • Camping
  • Canoeing
  • Cycling
  • Exercising
  • Music
  • Skiing
  • Snowboarding
  • Traveling

FINRA Lookup

View Disclosure

Who We Serve

  • Business Owners
  • Corporate Executives
  • Engineers
  • Entrepreneurs
  • Healthcare Professionals
  • Living in Retirement
  • Sales Professionals
  • Technology Professionals

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