Matthew Finley, CFP®
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.
Minneapolis, MN
Perspective 6
Wealth Advisors
We guide people to financial freedom by helping align their money with their values. Founded by Matt Nelson in 2006, Perspective 6 Wealth Advisors has spent nearly two decades helping MedTech professionals maximize their benefits, reduce their taxes, and plan for financial freedom. The Perspective 6 name comes from the art world. In a six-point perspective, the viewer sees a complete 360-degree view on a single surface. Similarly, Perspective 6 Wealth Advisors takes a 360-degree look at your entire life to help clients make smart decisions with their money.
“Hearing a client's needs and concerns helps shape the strategies needed to meet their vision for financial success.”
How can I help?
Investment Management
Retirement Planning
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.
Risk Management
Identify and address potential risks to help protect your assets in an ever-changing market landscape.
Let’s achieve
greatness together
My passion is helping people achieve their financial goals. I believe that everyone has the potential to meet their financial needs, no matter their background or starting point.
My team and I are committed to providing personalized solutions tailored to your unique needs and circumstances.
Monthly recaps on financial markets. Stay in the loop with Matthew.
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.
Book a 30-min introductory call with Matthew.
Meet and greet. Get to know each other and learn about the benefits of wealth management through Savvy.
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.
