Matt-Magee, CFP®
5.0 stars · 1 review · Serves Nationwide · Specializes in Business Executives, Business Owners/Entrepreneurs, High Net Worth Individuals
We take your personal finances personal.
Services
- 401(k) & IRA Management
- Alternative Investments
- Asset Allocation
- Business Succession Planning
- Cash Flow Management
- Charitable Giving
- Debt Management
- Education Planning
- Estate Planning
- Executive Compensation
- Exit Planning
- Family Office Services
- Family Wealth Transfer
- Financial Advice & Coaching
- Financial Planning
- Individual Tax Preparation
- Insurance Planning
- Investment Management
- Life Transition Planning
- Pension Planning
- Philanthropic Planning
- Portfolio Management
- Portfolio Rebalancing
- Real Estate Advisory
Pricing
- AUM-Based Fee — 1% of AUM
- Looking for high value, personalized advice? Look no further. — $0.01 one-time
Reviews
Christian Strickland
5 stars
2025-10-21T15:01:26.948+00:00
Can’t say enough about how Matt helped me throughout the years in wealth management and planning for retirement.