About Matt
HEY, I'M Matt!
"More Than a Financial Advisor — A Partner in Your Journey"
For more than 27 years, I’ve been helping individuals, families, and business owners find confidence in their financial lives. But here’s what I’ve learned along the way: financial planning isn’t just about numbers, charts, or investment accounts. It’s about people — their dreams, challenges, habits, and the story they want to write for their future.
That’s why I combine financial advising with life coaching. Because lasting success isn’t about doing it for you — it’s about doing it with you.
Matt’s Philosophy
The “Done With You” Approach
Most financial advisors give you a plan and send you on your way. I believe there’s a better way. My role is to walk alongside you, helping you understand your options, uncover opportunities, and stay accountable every step of the way.
When you partner with me, you don’t just get advice — you gain a coach, a guide, and someone who’s invested in seeing you succeed. Together, we’ll take complex financial decisions and make them simple, clear, and actionable.
Why I Do This Work
I’ve seen too many people stressed about money — unsure if they’re saving enough, confused about retirement, or worried about protecting their family. I know what that feels like, and I know how overwhelming it can be.
My mission is to take away that stress and replace it with clarity, confidence, and consistency. Because when you feel in control of your money, you feel more in control of your life.
A Personal Touch
Outside of work, I’m a firm believer that the best plans mirror the best lives: balanced, intentional, and sustainable. Just like building physical strength requires discipline and the right coach, building financial strength is about steady progress with a supportive partner by your side.
27 years of experience in financial planning and coaching
Deep expertise in wealth management, retirement strategies, insurance, and investments
Certified financial practitioner
Trusted coach and mentor for individuals, families, and entrepreneurs
Your financial journey doesn’t have to be a solo mission.
Let’s explore it together.
Copyrights 2025 | Ogden Financial Planners | Terms & Conditions