With so many demands pulling you in different directions, it’s easy to let financial planning fall by the wayside—leading to more stress and uncertainty. My mission is to bring expert financial advice straight to you, making it simple and accessible, so you can take control of your future. Together, we'll create your path toward building wealth and financial security, empowering you to make the right moves for your life today and tomorrow.
Matt Sheers
CFA, CFP®, NBC-HWC
YOUR PERSONAL
FINANCIAL STRATEGIST
I know firsthand how overwhelming life can feel at this stage. Juggling so much often means financial planning gets pushed to the back burner. I'm here to change that—to help take the weight off your shoulders and boost your financial confidence, so you can focus on what really matters.
Download Our FREE Guide to
Investing in the Stock Market Without
Losing Your Mind
The Sheer Difference
No product sales, no commissions, and you don’t need to hand over control of your investment accounts.
Investment Managers
Fee Structure
Typically 1% of Your Assets
Advisor Incentives
Gather All of Your Assets
Ideal Client
Retirees & Wealthy Individuals
Value Proposition
Entering Buys & Sells
on Your Behalf
Sheer Empowerment
Fee Structure
Straightforward Flat Fee
Advisor Incentives
Personalized, Unbiased Advice
Ideal Client
Peers Focused on Building Wealth
Value Proposition
Empowerment from Comprehensive Advice & Education
Brokers
Fee Structure
Commissions & Product Sales
Advisor Incentives
Push Financial Product
& Transactions
Ideal Client
Retail Investors
Value Proposition
Entering Buys & Sells
on Your Behalf