Matt Magee, CFP®
Advisor and Director of Financial Planning at
mForce Capital
Years of Experience
10 years
Average Client Size
$2,000,000
Member Since
2025
Allow Me to Introduce Myself
One thing I want my clients to know about me is...
Being responsive and truly caring about their financial lives. I am at my best as a guide when financial planning, taxes, and a desire to simplify the complex is important to you.
Clientele
A typical client is 40+, looking for help simplifying and managing their financial lives. This could be a business owner, executive, retiree, or working professional. My clients, in general, have lending needs, estate planning needs, insurance, and tax considerations. Put another way, they are looking for goals-based financial planning help.
Services Provided
Tax Planning
Investment Management
Retirement Planning
Financial Planning
Specialties and Expertise
Credentials and Designations
Certified Financial Planner™
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Series 65 - Uniform Investment Adviser Law Exam
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Series 7 - General Securities Representative Exam
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Pricing Models
Education
Texas Christian University
Marketing
Obtained in 2011
Previous Work Experience
mForce Capital
Advisor
2024 - Present
WPWealth
Advisor
2020 - 2024
Frost Insurance
Insurance Broker
2017 - 2020
Call Box
Account Executive
2014 - 2017
Northern Edge
Associate
2011 - 2014
Advisor Links
Disclosures and Proof of License
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.
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