Matthew Theal, CFP®
Retirement planning designed to endure the test of time
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Serving Clients Nationwide
Retirement planning designed to endure the test of time
Areas of Focus
- Education Funding
- Investment Management
- Owning a Business
- Retirement Planning
About Matthew Theal, CFP®
Matthew Theal, CFP®, is a fee-only, fiduciary financial advisor based in Claremont, California, serving individuals and families across the San Gabriel Valley and throughout Southern California. A CERTIFIED FINANCIAL PLANNER® professional, Matthew helps clients navigate life transitions with clarity by integrating retirement planning, investment management, and other key financial planning services.With nearly twenty years of experience in wealth management, Matthew specializes in working with clients who value long-term financial partnerships. He combines an analytical mindset with a personal approach to help clients make confident decisions about their retirement and other goals.
When he’s not in the office, Matthew enjoys spending time with his wife, daughter, and son. A former hockey player, he stays connected to the sports world by attending games and managing fantasy leagues. He likes golf, TV nights with his wife, and attending LAFC soccer games with his family.
Professional Designations
- CERTIFIED FINANCIAL PLANNER ®
Affiliations
-
Fee Only Network
- National Association of Personal Financial Advisors
Primary Location
419 Yale Ave, Claremont, CA 91711
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Only
- Percentage of Assets Managed
What to expect in the first meeting
Click the 'Book Intro Call' button above to schedule a complimentary 30-minute phone consultation. Are we a good fit? Answering that question is the primary goal of this phone call. During this phone call, you will learn more about Evermont Wealth's services and we will discuss how we could help achieve your goals.Offers Investment Management
Yes
About Evermont Wealth
Evermont Wealth is an independent, fiduciary, fee-only financial planning firm serving the Claremont, CA area and beyond. Founded on the principles of transparency and client advocacy, Evermont Wealth offers personalized, goals-based retirement planning to individuals and couples who want a thoughtful, relationship-centered approach to wealth management.The name Evermont represents the summit our clients have climbed to reach retirement. They’ve spent decades saving and preparing—now they’re ready to enjoy the view. We help guide the next phase of their journey by designing a retirement plan that’s built to endure. Our job is to align the many financial pieces—investments, income, spending, and more—into a clear strategy so clients:
- ✅Know how much they can safely spend on travel, hobbies, and family
- ✅Feel confident their plan can adapt through life’s changes
- ✅Be assured that nothing important has been overlooked
We proudly serve clients in Claremont and throughout the Inland Empire, San Gabriel Valley, and neighboring communities in Los Angeles County.
Who We Serve
We specialize in financial planning and investment management for:
- ✅Retirees and pre-retirees planning for income distribution, tax efficiency, and estate transitions
- ✅Kaiser Permanente physicians and healthcare professionals navigating employer retirement plans and other compensation
- ✅Faculty and staff of the Claremont Colleges navigating their unique benefits packages and seeking long-term financial plans tailored to academic careers
- ✅First responders (police, firefighters, EMTs) planning around pensions, DROP programs, and early retirement
What Sets Evermont Wealth Apart
- ✅Independent & Fee-Only: No commissions. No product sales. Just advice that puts your interests first.
- ✅Local Expertise: Expertise with Claremont-area and regional employers, benefits systems, and retirement plans.
- ✅Tax-Aware Strategies: Tax integration built into every plan.
- ✅Personalized Portfolios: Evidence-based investment management tailored to your risk profile and goals.
- ✅Comprehensive Planning: Retirement, education, legacy, and everything in between.
- ✅Community-Focused: Committed to the Claremont community’s long-term well-being.
Frequently Asked Questions
Q: Do you specialize in retirement planning in Claremont, CA?
A: Yes. Retirement planning is at the core of our work. We help Claremont-area clients build personalized retirement income strategies, optimize their Social Security timing, and manage investment risks throughout retirement.
Q: What types of clients do you typically work with?
A: We frequently serve Kaiser Permanente physicians, Claremont Colleges faculty and staff, first responders, and local professionals planning for retirement and other long-term goals.
Q: What areas do you serve?
A: While we’re based in Claremont, we work with clients throughout the San Gabriel Valley, Inland Empire, and Southern California, offering both in-person and virtual meetings.
Q: What does fee-only fiduciary mean?
A: We are fiduciaries, meaning we are legally required to act in your best interest. As a fee-only firm, we do not earn commissions and never sell financial products.
Q: Can you help me manage my investments?
A: Yes. We provide customized, evidence-based portfolio management as part of our broader financial planning services.
Education
California State Polytechnic University-Pomona, B.S., Finance
Hobbies and Interests
- Eating Out
- Family
- Golf
- Hockey
- Sports
- Television
- Wine
- Yoga
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Business Owners
- Corporate Executives
- Couples
- Dual Income Family
- Educators
- Entrepreneurs
- Families
- Gen X
- Gen Y / Millennials
- Healthcare Professionals
- Individuals
- Living in Retirement
- Parents
- Physicians
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