Matt Mattheisen

Focus Areas

Comprehensive Financial Planning

Wealth Management

Retirement Planning

About the Financial Advisor

Matt began his financial advising career in 2001 with Morgan Stanley and brings more than two decades of experience guiding clients through a wide range of market environments. Prior to joining Focus Financial, Matt advised high-net-worth individuals and families at Fidelity Investments and Charles Schwab, where he was responsible for client relationships representing more than $300 million in assets.

After years in large institutional settings, Matt chose to build an independent advisory practice rooted in thoughtful planning, disciplined investment management, and clear communication. His approach emphasizes proactive engagement helping clients navigate both market cycles and life transitions with confidence and perspective.

Matt works closely with clients to align long-term goals with investment and planning strategies designed to support wealth accumulation, risk management, and preservation. He believes successful advising is not just about returns, but about helping clients make sound decisions during periods of uncertainty.

Matt serves clients across multiple states and maintains long-term relationships with individuals and families at different stages of life.

Education and Designations

• Bethel University – St. Paul, Minnesota,  Bachelor’s Degree 

Personal Life

Matt’s wife, Mary, is a registered nurse at St. John’s Hospital. They are parents of five children and grandparents to three.