1-888-631-8166

Matthew Nelson

CFP®, AIF®

PROFESSIONAL BACKGROUND

Matt has dedicated his career to advocating for clients and helping them make smart financial decisions. As an Executive Officer and Senior Financial Advisor, Matt founded his group in 2006 with the objective of creating a client-focused, sophisticated asset management team. Matt also leads his group’s Investment Committee as Director of Portfolio Management with oversight for all client portfolios, research and infrastructure.

CLIENT FOCUS AREAS

  • Retirement Income Planning for Executives and Upper Management with an emphasis in:
    • Delta Airlines, 3M, Emerson, Medtronic, General Mills, United Health Group, Park Nicollet, Health Partners, Xcel Energy and MN Public Employees
  • Helping Small and Medium sized business owners’ transition from ownership to retirement
  • Working with Self-Employed professionals without corporate benefit plans or business equity to store wealth for retirement

Matt began his career in 1998 with American Century Investments in Kansas City, MO learning key investing principles and business retirement plan operation. He added financial planning and insurance analysis to this experience while working at Legacy Financial and MassMutual during the bear market of 2000 to 2002. Later, while working at Wings Financial Federal Credit Union, Matt was responsible for managing investment assets while coordinating financial planning services for members of the credit union. Since 2006 Matt has been guiding clients as an independent financial advisor. His experience has seen euphoric investment market bubbles, major market declines, and a wide range of investor emotions.

EDUCATION AND INVOLVEMENT

  • Pillsbury College – B. S. cum laude Business Administration and Information Technology
  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Accredited Investment Fiduciary® (AIF®)
  • Member of the Financial Planning Association (FPA)

PERSONAL

As a former Eagle Scout, Matt enjoys many outdoors activities—especially competitive bicycle racing for the team he co-sponsors, Peace Coffee Racing. In his other spare time, Matt enjoys XC Skiing, snowboarding, traveling, and spending time with his wife Taunya.

952 225-0343 Direct Phone
952 525-6541 Fax Number

Services & Client Experience:

Our team seeks to build and preserve your wealth. Through client-specific financial analysis and investment research, our services are designed to help guide you towards your long-term financial goals. We are dedicated to delivering advice in a manner that is both confidential and consistent with your needs.

Our clients include business owners, executives, retirees, and financially independent women looking for value, depth and range of experience, and an advisor with independent status.  We have the freedom to choose from widely available, non-proprietary financial instruments and can tailor a solution to your particular needs.

Services include:

  • Comprehensive Financial Management
  • Investment Portfolio Management
  • Retirement Income Planning
  • Insurance Analysis
  • Company Retirement Plans

We strive to simplify your life and give you more confidence about your financial future. In the complex world of finance and retirement planning we can alleviate the confusion and help you realize your goals. During our process we…

Educate: We strive to educate our clients before we begin our work together. The more you understand, the easier it will be to make decisions.

Establish Goals and Gather Data: We’ll sit down for an easy conversation to help discover your goals and your objectives. This is also the time to take inventory of your financial affairs.

Analyze: Using multiple tools, we will analyze your personal situation until we find the strategies and tactics that will get you safely to your destination.

Recommend & Implement: Specific investment, income, and risk management vehicles will be described in a simple fashion so you can understand and feel comfortable before we proceed.

Review and Adjust: The planning process needs continued attention. Your goals, objectives, and portfolio will be reviewed regularly so that necessary adjustments can be made.

Address

1000 Shelard Parkway
Suite 250
Minneapolis MN 55426