Matthew Conley, CFPÂź
Hi there, Iâm Matthew, and I help individuals and families bring clarity and purpose to their financial lives. I offer comprehensive financial advising beyond just investments â focusing on your full financial health, with a holistic view of where you are now and where you want to go.
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Denver, CO
âI aim to create a planning experience where clients feel informed, supported, and fully understood. My focus is on clarity over complexityâhelping people see the full picture so they can make decisions that align with their goals and values.â
Our Team
At Colorado Wealth Group, our philosophy is simple: provide clear, fiduciary-based financial planning and investment guidance. We focus on understanding what matters most to each client and delivering thoughtful, disciplined advice to support informed financial decisions. Many of our clients come to us after managing their own investments and deciding to work with a fiduciary adviser for added perspective and clarity.
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How can I help?
Financial Planning & Analysis
Estate & Trust Planning
We specialize in making the often complex and emotionally charged process of trust and estate planning as seamless as possible ensuring the security and preservation of a client's legacy for future generations.
Retirement Planning
Transition into your golden years with confidence. Our goal is to see to it that youâre prepared for the unpredictable. Let us turn your retirement dreams into actionable plans.
ââInvestment Management
End-to-end investment management focused on tailoring portfolios to each clientâs 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.
Get to know Matthew
Matthew is an Associate Wealth Advisor at Colorado Wealth Group. Matthew graduated with his BA in Finance with a certificate in Business Law from the University of Cincinnati. He brings with him experience in the financial services industry and holds his Series 65 and the CERTIFIED FINANCIAL PLANNING (CFPÂź) designation. He is thrilled to have joined the CWG team where he can continue learning and get to know the clients. Outside of work, Matthew moved to Colorado in late 2022 from Cincinnati, Ohio. He spends his time skiing in the winter, and in the spring/summer he enjoys hiking, camping and golfing, but once fall comes around it is all about his Cleveland Browns.
I became a financial advisor because Iâve always been drawn to helping people make sense of their financial lives. Money influences so many decisions, but itâs often presented in ways that feel complicated or inaccessible. I wanted to be in a role where I could simplify those concepts and give people a clearer understanding of how their financial world fits together. That belief â that everyone deserves a clear, understandable roadmap for their money â is what guided me into this profession and continues to shape how I approach my work today.
My expertise includes investment management, financial planning, and building strong client relationships. I focus on bringing together a comprehensive view of a clientâs financial picture â from assets and cash flow to tax considerations and long-term planning â and helping them understand how these pieces connect.
I typically work with small business owners, retirees, pre-retirees, and high-income earners who value clarity, transparency, and a practical approach to managing their wealth. Many of the people I work with are navigating important transitions, balancing multiple priorities, or managing growing financial complexity.
I focus on tax planning and optimization because they are crucial aspects to consider when managing your finances. By strategizing efficient ways to minimize tax liabilities and maximize savings, my clients can plan for the future. Additionally, I also help clients with retirement planning, Investment management, and cash flow planning because they are essential for maintaining a healthy financial balance.
I frequently help clients with tax-aware planning, investment alignment, and cash-flow structure. This often includes identifying ways to better organize their finances, evaluate options across different scenarios, and create a framework that helps them make informed decisions. Each strategy is tailored to the clientâs individual goals, priorities, and circumstances.
Clients often describe my approach as grounded, thoughtful, and highly attentive. Iâm an active listener and take the time to understand the full context of someoneâs financial life before making recommendations.
My favorite part is seeing clients gain clarity and understanding around their finances. Itâs rewarding to watch someone move from a place of uncertainty to feeling more organized, informed, and confident in the decisions ahead of them.
I appreciate the way Savvy integrates technology, investment capabilities, and a streamlined planning experience. The platform helps create simplicity for clients by bringing their financial information together in one place and supporting real-time collaboration.
Book a 30-min introductory call with Joshua.
Meet and greet. Get to know each other and learn about the benefits of wealth management through Savvy.
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.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFPÂź, CERTIFIED FINANCIAL PLANNERâą, and CFPÂź (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organizationâs initial and ongoing certification requirements to use the certification marks.
Colorado Wealth Group (âCWGâ) is a financial services group offering investment advisory services through Savvy Advisors, Inc. (âSavvyâ). Â Savvy is an investment advisor registered with the Securities and Exchange Commission (âSECâ). CWG is not a separately registered investment advisor.
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