Adfi_logo
HomeMarketplaceMatt-Magee,-CFP®

Matt Magee, CFP® | Financial Advisor

Profile img for Matt Magee, financial advisor at mForce Capital
Fort Worth, TX
Matt Magee, CFP®
Financial Advisor
Advisor and Director of Financial Planning at
mForce Capital

Verified Identity

Important Disclosures

Allow Me to Introduce Myself
Tired of the same old cookie cutter advice and poor service? Look no further, I take a hands on approach and design a plan/ investments around your needs. At mForce Capital, I work with business owners and professionals who’ve built real success and want to make sure their money works as hard as they did to earn it. Most firms talk about portfolios. I talk about your entire financial life, taxes, cash flow, business liquidity, and legacy. My role is to simplify complexity, reduce taxes, and help you make confident, well-timed financial decisions that last. Clients come to me when they’ve outgrown one-size-fits-all advice. Together, we build lean, tax-efficient strategies that free up time, lower stress, and protect what matters most. I’m not here to sell products. I’m here to be a partner and guide.
More

Specialties and Expertise

4
Tax Minimization Investment Strategies
High Net Worth Planning
Alternative Investments
Wealth Accumulation and Preservation Strategies

Clientele

4
High Net Worth Individuals
Business Owners
Corporate Executives
Entrepreneurs

Credentials and Designations

4
credentialsImg

Certified Financial Planner™

credentialsImg

Series 65 - Uniform Investment Adviser Law Exam

credentialsImg

Series 7 - General Securities Representative Exam

credentialsImg

Series 63 - Uniform Securities State Law Examination

Education

1
Texas Christian UniversityMarketing Year Obtained: 2011

Job History

5
mForce CapitalAdvisor2024-Present
WPWealthAdvisor2020-2024
Frost InsuranceInsurance Broker2017-2020
Call BoxAccount Executive2014-2017
Northern EdgeAssociate2011-2014
Quick Facts About Matt
Years of Experience:10 yearsMember since:2025Average Account Size:$1,000,000

Services Provided

How I help my clients

Tax Planning

service_img
More

Investment Management

service_img
More

Retirement Planning

service_img
More

Financial Planning

service_img
More

Pricing Models

AUM

Proof of License

SEC Profile
profile_picture
Fort Worth, TX
Matt Magee, CFP®
Financial Advisor
Advisor and Director of Financial Planning at
mForce Capital
AdvisorFinder Disclosure
AdvisorFinder ("AF") receives cash compensation from financial advisors in exchange for contact inquiries. AF is not an advisory client of any of the advisors it refers you to. AF has a conflict of interest because it has a financial incentive to refer you first to its paying customers (please click here for details). AF search results are conferred based on standardized and automated factors.
Advisor Disclosure
Disclaimer: mFORCE Capital is a group of investment professionals registered with Sanctuary Securities Inc, member FINRA and SIPC, and with Sanctuary Advisors, LLC, a registered investment advisor with the SEC. Securities are offered through Sanctuary Securities, Inc advisory services are offered through Sanctuary Advisors, LLC. This is not an offer to buy or sell securities. No investment process is free of risk, and there is no guarantee that the investment process or the investment opportunities referenced herein will be profitable. Past performance is not indicative of current or future performance and is not a guarantee. The investment opportunities referenced herein may not be suitable for all investors. All data and information reference herein are from sources believed to be reliable. Any opinions, news, research, analyses, prices, or other information contained in this research is provided as general market commentary, it does not constitute investment advice. mFORCE Capital and Sanctuary Securities Inc or Sanctuary Advisors LLC shall not in any way be liable for claims, and make no expressed or implied representations or warranties as to the accuracy or completeness of the data and other information, or for statements or errors contained in or omissions from the obtained data and information referenced herein. The data and information are provided as of the date referenced. Such data and information are subject to change without notice. This presentation was created for informational purposes only; the opinions expressed are solely those of Theorem Wealth Management and mFORCE Capital and do not represent those of Sanctuary Securities Inc or Sanctuary Advisors, LLC, or any of its affiliates. Sanctuary Advisors do not provide tax or legal advice. This material was not intended or written to be used or represented to any entity as tax advice or tax information. Tax laws vary based on the clients' circumstances and can change at any time without notice. Clients are urged to consult their tax or legal advisors for any related questions. Member FINRA/SIPC.
Profile last updated: 10-15-2025
@ 2025 AdvisorFinder LLC. All rights reserved.

Browse our Site

Find a Financial AdvisorHow it WorksHow to Choose an AdvisorSupport CenterAdvisorFinder Blog Posts

Find Advisors by Industry

Financial Advisors for Real EstateFinancial Advisors for BusinessFinancial Advisors for HealthcareFinancial Advisors for TechFinancial Advisors for LegalFinancial Advisors for MilitaryFinancial Advisors for FinanceFinancial Advisors for Other

Find Advisors Based on Needs

Investment ManagementPlanning For RetirementEstate PlanningManaging New WealthManaging Equity CompensationTax PlanningSaving Up For A HouseBusiness Ownership Guidance

Find Advisors Based on Location

Financial Advisors in CaliforniaFinancial Advisors in FloridaFinancial Advisors in VirginiaFinancial Advisors in New YorkFinancial Advisors in TexasFinancial Advisors in GeorgiaFinancial Advisors in North Carolina

Follow Us

Cookie PolicyTerms and ConditionsPrivacy PolicyPromoter Disclosure
AdvisorFinder (“AF”) receives cash compensation from the listed financial advisors. The cash compensation may be in exchange for contact inquiries or a subscription fee for a verified listing on this Website. AF is not an advisory client of any of the advisors it refers you to. AF has a conflict of interest because it has a financial incentive to refer you first to its paying customers (please click here for details ). AF search results are conferred based on standardized and automated factors.
AdvisorFinder does not provide and does not intend to provide investment or legal advice through this Website. Information contained on this Website is for informational and educational purposes only. Third-party links and resources are provided for your convenience, and have not been independently verified by AdvisorFinder. AdvisorFinder is not responsible for the accuracy or viability of the information or services offered through third-parties. Inclusion of links to third-party content is not an endorsement by AdvisorFinder of such content or services. Use your discretion. AdvisorFinder does not manage client funds or hold custody of assets. AdvisorFinder does not claim to vet or qualify the advisors listed on this Website.