Minneapolis, MN
Matthew Finley
Hi there! I’m Matthew Finley, CFP®, a Wealth Manager from Minneapolis, MN, specializing in investment management, tax planning, and income planning for retirement. As a former research microbiologist with several patents, I take a detailed and research-oriented approach to planning and selecting investments for my clients. I’m passionate about forming long-standing relationships and building trust with clients, so they can have peace of mind to focus on what matters most in their lives.
Hearing a client's needs and concerns helps shape the strategies needed to meet their vision for financial success.
Meet with
Matthew
Featured in:
No items found.
Our team
How can I help?
STRATEGIC, DATA-DRIVEN INVESTING TO TARGET AMBITIOUS RESULTS
Investment Management
End-to-end investment management focused on tailoring portfolios to each client’s specific circumstances and preferences. Our holistic approach will take into consideration all facets of your situation along with current economic data to optimize your portfolio's risk and return.
DREAMS INTO ACTIONABLE PLANS
Retirement Planning
Transition into your golden years with confidence. Our goal is to see to it that you’re prepared for the unpredictable. Let us turn your retirement dreams into actionable plans.
UNDERSTAND YOUR INCOME STREAMS
Income Planning
Understand your income with an annual plan showing where cash flow is generated, and why. This weaves together Restricted Stock Units (RSU) flows, stock option exercises, long-term capital gains, Roth Conversions, etc.
MANAGING YOUR RISK
Risk Management
Identify and address potential risks to help protect your assets in an ever-changing market landscape.
Published Content
Matthew
’s published work
Matthew
’s resources
Get to know
Matthew
Matthew Finley, CFP®, a Wealth Manager from Minneapolis, MN, specializes in active investment management, tax planning, and income planning for retirement.
The inspiration for his career in the financial industry came from conversations with his grandfather as a young boy. While these discussions about the stock market planted a seed in Matthew, he started off his professional career as a research microbiologist working on the antimicrobial properties of chemicals in the health and food safety industries. During this time, Matthew worked on numerous well-known products in the marketplace and has four patents. After his science career, Matthew moved into the sales and finance field, working for one of the largest credit processing companies in the country while developing numerous business relationships in the Midwest region.
With a strong desire to help people financially, Matthew began his financial career in 2009 with a large broker-dealer in Minneapolis, MN, where he learned the breadth of the financial markets and financial planning principles through an extensive training and research curriculum. In 2013, Matthew moved to the independent financial advisor model to better serve his clients as a fiduciary and become an expert in financial planning and asset management. In 2018, Matthew Finley joined the Perspective 6 Wealth Advisors team as a Partner & Financial Advisor to continue his pursuit of financial planning and asset management while collaborating with a highly successful team.
Beyond the world of finance, Matthew is passionate about spending time with his family, including his three children. He is actively coaching traveling baseball and acts as a part-time caddie for his daughter’s burgeoning golf career. When his time is not consumed with sports activities, he enjoys traveling to warm sandy destinations with his wife, Julie.
Connect with
Matthew
:
How did you become a financial advisor?
When I was younger, my grandfather began teaching me about the stock market. Little did I know this would plant a seed that would later bloom into a wonderful career. Initially, I resisted the urge to work in finance during college and instead went down a different path. After a number of years working as a researcher and in sales, I made a career change into the finance world because I wanted to help people with their financial decisions starting in 2009.
What types of clients do you work with?
Although I work with clients from diverse backgrounds, such as MedTech, small business owners, and others, I focus on retired and soon-to-be retired clients.
What areas of expertise do you have?
My role at Perspective 6 Wealth Advisors is Director of Investment Management. My expertise spans active investment management with a focus on risk management. I also assist our planning team with tax planning and cash flow analysis for retirement needs.
What kinds of strategies do you help clients with?
As a former research microbiologist with several patents, my approach to financial services is one of extensive research and due diligence when planning and selecting investments for clients. My investment strategy is formed around creating proper risk-managed portfolios based on the client’s desired goals in combination with the pitfalls that can occur over a lifetime of savings and income needs.
What is your favorite part of working with clients?
My favorite part about working with clients is forming long-standing friendships and trust that have helped many get through otherwise difficult times. I love providing peace of mind so clients can focus on what matters in their lives.
What is it like partnering with Savvy?
Connect with
Matthew
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
Perspective 6 Wealth Advisors is an investment advisory team representative with Savvy Advisors, Inc. (“Savvy Advisors”). Savvy Advisors is an investment advisor registered with the Securities and Exchange Commission (“SEC”). Perspective 6 Wealth Advisors is used as a marketing name only and is not separately registered. All advisory services are offered through Savvy Advisors.
Neither Savvy Wealth, nor Savvy Advisors compensates directly for testimonials or endorsements provided herein, by advisers. However advisors may have an indirect financial incentive to provide testimonials.