Matt Nichols
Partner & Private Wealth Advisor
Years of Experience
12 years
Number of Clients
104
Average Client Size
$1,112,900
Member Since
2026
Allow Me to Introduce Myself
One thing I want my clients to know about me is...
I have an unbelievable team around me. Our clients get the best possible experience not by working solely with me but by working with me alongside all the various experts on our team. With our 13-person team, we have experts in almost every area.
Clientele
Matt primarily works with business owners, corporate executives nearing retirement, and dental professionals nationwide. Clients that work with Matt focus on a goal outcome strategy, leveraging unique financial plans to bring client specific goals to life. Holding 5 designations Matt leverages tax-efficient strategies to optimize after-tax net worth.
Services Provided
Investment Management
Tax Planning
Estate Planning Strategies
Financial Planning
Specialties and Expertise
Credentials and Designations
Chartered Financial Consultant®
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Chartered Life Underwriter®
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Certified Financial Planner™
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Pricing Models
Education
Simpson College
B.A. Economics and Finance, Mathematics, Management
Obtained in 2014
Advisor Links
Disclosures and Proof of License
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