Adfi_logo

Matt Fizell | Financial Advisor

Profile img for Matt Fizell, financial advisor at Harmony Wealth
Madison, WI
Matt Fizell
Financial Advisor
Harmony Wealth

Verified Identity

Important Disclosures

Specialties and Expertise

7
Cash Flow Analysis
Debt Management
College Planning
High Net Worth Planning
Ultra High Net Worth Planning
Retirement Income
Business Ownership Strategies

Clientele

7
New Investors
Healthcare Workers
Tech Employees
Doctors
High Net Worth Individuals
Business Owners
Nurses

Credentials and Designations

1
credentialsImg

Certified Financial Plannerâ„¢

Education

1
University of WisconsinMadisonBachelors of Science - Personal FinanceYear Obtained: 2015
Quick Facts About Matt
Years of Experience:10 yearsMember since:2022

Services Provided

How I help my clients

Investment Management

service_img
More

Tax Planning

service_img
More

Estate Planning Strategies

service_img
More

Insurance

service_img
More

Pricing Models

AUM

Proof of License

BrokerCheck
SEC Profile
profile_picture
Madison, WI
Matt Fizell
Financial Advisor
Harmony Wealth
AdvisorFinder Disclosure
To maintain a verified listing on this Website, a financial firm or financial professional must pay a subscription fee to AdvisorFinder (please click here for details). AdvisorFinder is not a client of any firm or advisor listed on this Website (advisors are subject to this agreement). Fees are not specifically payable in consideration of any "endorsement". AdvisorFinder search results are conferred based on standardized and automated factors without regard to any financial firm compensation to AdvisorFinder. However, the compensation paid by a financial firm or financial professional to AdvisorFinder creates a material conflict of interest of which prospective clients of a financial firm should be aware.