From Matthew Hall, CFP
Matt seeks to provide his clients with clarity and guidance on their path to financial independence. As a CERTIFIED FINANCIAL PLANNER™ Practitioner, he approaches client concerns and priorities from a holistic perspective. By focusing on the “big picture” and his clients’ long-term goals, he is able to provide solutions that align with his client’s values and work to achieve their goals.
Matt holds a bachelor’s degree from East Carolina University, a Masters Degree in Trust & Wealth Management from Campbell University and is also an Eagle Scout. When Matt is not working diligently to provide value to his clients' lives', he enjoys exploring the great outdoors and volunteering for the Raleigh Chapter of Ducks Unlimited.
Matt has been a pleasure to work with. My husband and I were not sure which direction to go and where to start and he has helped us get on the right track. Matt is very knowledgeable and does not pressure you into anything. He goes above and beyond to help in any way he can. I highly recommend Matt for your financial planning needs.
Matt has been extremely helpful as a financial partner - he's knowledgeable and explains his recommendations and my options in a way that is easy to understand. I never feel the pressure with him that I did with former advisors. I believe 100% that Matt is keeping my best interests in the forefront when we discuss my finances and future. I highly recommend having a conversation with him!
Matthew Hall was able to help my wife and I get on track with our debt while also showing us what is possible when it comes to our financials. Matthew was able to put our cash flow straight to work. He is very personable and understands there's a balance between enjoying life now while also making plans to secure your future. Highly recommend him for anyone looking to seek financial help and guidance.