Matthew Quinn, CFA®

Bring Your Wealth to Life

Connect Cancel

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
Contact Me
Legacy Consulting Group Matthew Quinn, CFA®
Plano, Texas

Serving Clients Nationwide

Bring Your Wealth to Life

Areas of Focus

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

About Me

As a senior investment advisor at Legacy Consulting Group, Matthew Quinn develops personalized investment plans for our clients based on their investment objectives, risk tolerance, and unique circumstances. Matt also leads Legacy’s trading and investment due diligence efforts.

Matt maintains a keen interest in financial markets, economics, and the value of prudent money management. In addition to holding a Bachelor of Arts degree in Economics from The University of Texas at Austin, Matt earned the Chartered Financial Analyst (CFA) designation and is a member of both the CFA Institute and CFA Society of Dallas/Fort Worth.

While away from work, you may find Matt crafting cocktails, tending to his garden, walking the nature trails near his home in Allen, or playing pickleball with neighborhood friends. Matt also enjoys time out on the soccer field, playing on various indoor and outdoor recreational teams.

Matt and his wife Maya have been married for over 25 years and have been blessed with three beautiful girls. The Quinn’s have gone on many family adventures and continue to broaden their horizons through travel.

Professional Designations

  • Chartered Financial Analyst (CFA)


  • CFA Institute

Primary Location

5340 Legacy Dr, Ste 165, Plano, TX 75024

Meeting Options

  • Video Conference
  • In-Person
  • Phone

Compensation Methods

  • Commissions
  • Flat Fee
  • Hourly Rate
  • Percentage of Assets Managed

What to expect in the first meeting

Click the 'Book Intro Call' button above and complete the brief form to schedule a complimentary 1 hour session. I'll listen to your questions and concerns, and we'll explore your current life transitions. We'll learn about your family and previous financial planning experiences, and share how our services can help you live an inspired life. I look forward to speaking with you.

Offers Investment Management


About our Firm

Legacy Consulting Group is a wealth management firm located in Plano, Texas. Founded in 1997 by Roger Shake and Steven Wachs, our firm encompasses decades of experience, education, and industry-recognized professional designations.

Our customized financial plans are designed to open the door for our clients to enjoy the benefits of their wealth and success. We believe that choosing a financial advisor to create your legacy is one of the most meaningful decisions you can make, which is why our commitment spans generations of family advising.


Financial Life Planning is one of the most important services that successful people use to create an extraordinary life. By broadening the conversation from asset management to life management, we can help you develop a plan to use your money to make a life rather than using your life to make money.

✅ GET TO KNOW YOU: It starts with a conversation. We take the time to understand your hopes, dreams, and concerns.

✅ BUILD YOUR STORY: Each and every life experience is different. We’re here for you every step of the way.

✅ CUSTOMIZED STRATEGY: Together, we will build a unique plan to put you on the path to financial independence.

✅ ACCOUNTABILITY COACH: Change is the essence of life. We’re here to support you at every turn.


The University of Texas at Austin, BA, Economics

Hobbies and Interests

  • Family
  • Gardening
  • Pickleball
  • Soccer
  • Traveling

Who We Serve

  • Baby Boomers
  • Business Owners
  • Corporate Executives
  • Couples
  • Divorce
  • Dual Income Family
  • Families
  • Gen X
  • Intergenerational Families
  • Living in Retirement
  • Parents
  • Widow

To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for providing access to the benefits described here (including being featured on this profile page), subject to these terms. 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.