Matt Fizell
Madison, WI
Verified Identity
Harmony Wealth
Years of Experience
10 years
Member Since
2022
Clientele
New Investors
Healthcare Workers
Tech Employees
Doctors
High Net Worth Individuals
Business Owners
Nurses
Services Provided
Investment Management
Tax Planning
Estate Planning Strategies
Insurance
Specialties and Expertise
Cash Flow Analysis
Debt Management
College Planning
High Net Worth Planning
Ultra High Net Worth Planning
Retirement Income
Business Ownership Strategies
Credentials and Designations
Certified Financial Planner™
Click to learn more
Pricing Models
AUM
Education
University of WisconsinMadison
Bachelors of Science - Personal Finance
Obtained in 2015
Disclosures and Proof of License
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Profile Last Updated: July 31, 2026