Matthew Morris

About Matthew

I love working with early- and mid-career healthcare professionals, including physicians, nurses, therapists, and physician assistants. I help clients navigate the financial challenges that come with demanding careers, focusing on student loan strategies, tax-efficient investing, and long-term wealth building that aligns with their goals. I also help clients adapt their plans as life evolves, such as moving from residency to practice, starting a family, buying into a practice, relocating, or preparing for retirement. Coming from a nontraditional finance background, I studied Computer Science and Mathematics and spent the early part of my career as a software engineer.

Areas of focus

Credentials & background

The firm