Matthew  Heller

Matthew Heller

| CFP®, MBA

Day and Ennis, LLC

Fee Only Financial Planner Located in Macon, GA and Serving Clients Nationwide

Specialties

  • Fee-Only Financial Services
  • Comprehensive Financial Planning
  • Free Initial Consultation
  • Investment Management
  • Retirement Planning
  • Education Planning
  • Elder Care Issues
  • Estate Planning
  • Insurance Analysis
  • Charitable Giving and Trusts
  • Planning for Business Owners
  • Cash Flow and Budgeting

Our Other NAPFA Members

Visit Us

125 Plantation Centre Drive South
Building 400
Macon, GA 31210

Matthew Heller is a NAPFA-Registered Financial Advisor.
NAPFA is the country's leading association of Fee Only Financial Planners.
What is "Fee Only Financial Planning," and why is it important?

Matt Heller is a Senior Financial Planner at Day & Ennis. Matt joined Day & Ennis in 2013 as a Senior Financial Planner.  He is also a CERTIFIED FINANCIAL PLANNER ™, having attained the certification issued by the Certified Financial Planner Board of Standards.  He is also a NAPFA-Registered Financial Advisor.  

Matt spent the last seven years working extensively in financial planning for healthcare professionals.  He was the lead financial planner for the Medical Center of Central Georgia and the Upson Regional Medical Center.  He managed over $100 million dollars of client assets. 

Matt received his BS from Georgia Southern University in 2004. He received his MBA from GSU in 2010 and then completed the Executive Financial Planner Program through the Terry College of Business at the University of Georgia.  Matt is married to the former Jennifer Stone of Macon. He is an avid golfer and loves to travel.