Matthews  Barnett,  CFP<sup>&reg;</sup> - Financial Advisor

Matthews Barnett, CFP®

ChFC®, CLU®

Financial Planning Specialist

Wiser Wealth Management

125 Church St NE, Ste 220
Marietta, GA 30060-1948
FINANCIAL ADVISOR'S WEBSITE
(678) 905-4450 CONNECT WITH Matthews
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General

Matthews Barnett is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Wiser Wealth Management in Marietta, GA and the surrounding communities.

Financial Advisor Overview

The Wiser Wealth Management team is committed to helping clients identify, understand and commit to a long-term planning and investment objective that is both realistic and appropriate. Our investment and planning solutions are based on putting the client first, by operating as a fee-only firm and accepting fiduciary responsibility. Our services include portfolio management, financial planning and business retirement plans. Quality tax and legal services are offered through seamless professional partnerships. Financial planning is offered under a traditional asset under management, fee-only approach. Hourly planning is also available. For planning & asset management, our team will provide a full scope of support for your financial health. Our process starts with an organization meeting to establish a baseline of your current financial health. We then have an interactive draft meeting to discuss goals, areas of concern and lay out a concept on how to improve from the established baseline. Our delivery meeting will cover how to best allocate your resources to obtain your financial goals and introduce other professionals (CPA, Attorney, etc.) as needed. Ongoing annual review meetings are conducted to assess your financial health each year. Our advisors are fiduciaries. We have a legal responsibility to act in a trustworthy and responsible way. There are no conflicts of interest. We don’t push products. Instead, we work with you to develop a financial plan that suits your needs. We build a financial plan and portfolio for you. Our CFP® professionals evaluate your financial health and build a plan and portfolio tailored just for you. Our fees are simple and transparent. We have an easy fee structure based on how much assets we manage for you or billed on an hourly basis.

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Financial Advisor Experience

Matthews started at Wiser Wealth Management in 2020 as the Financial Planning Specialist. Matthews works with clients by assisting in the creation of their individualized financial plans. Matthews attended the University of Georgia and earned a Bachelor of Science degree from the Terry College of Business. Matthews began his career in the financial services industry in 2012 and has held various roles throughout the industry. He obtained his Certified Financial Planner certification (CFP®) from the CFP Board of Standards, and received his Chartered Financial Consultant (ChFC®) and Chartered Life Underwriter (CLU®) designations from the American College of Financial Services. Outside of work Matthews enjoys playing golf, spending time with his family and friends, and trying many of the restaurants Atlanta has to offer.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

6, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Consultant (ChFC®)

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Buying a Home, Career Change, Asset Allocation, Investment Management, Employee Benefits, Getting Divorced, Irregular Income, Getting Married, Insurance, Job Loss, Startup, Retirement, Stocks & Bonds, Life Planning, Long-term Care, Succession Planning, Starting a Family, Tangible Assets, Medical & Health Issues, Sudden Wealth

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