Matt Addington
CFP®
WorthPointe
Partner and Financial Planner
Matt Addington
CFP®
WorthPointe
Partner and Financial Planner
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Matt Addington, CFP®
Fee-Only Financial Planner serving clients nation-wide, with offices in Dallas, Fort Worth, Orange County and San Diego.
Matt Addington is a Bedford, TX fee-only financial planner. Worthpointe provides comprehensive and objective financial planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Matt Addington is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Matt Addington, CFP® serves as a Partner and Financial Planner at WorthPointe. Previously, he counseled clients on their investment options at Fidelity and prior to that at TD Ameritrade. With more than a decade of experience in financial services, Matt has built a knowledge base that enables him to effectively advise his clients and help them achieve their long-term goals. Throughout his work experience, Matt has always served in a client service role fulfilling clients’ needs whether minor day to day requests or big picture retirement planning. Matt is committed to his clients’ financial goals, strategizing effectively as well as helping his clients gain confidence in their investment plans.
Matt earned his bachelors in business administration from Tarleton State University in 2001 and he is a CERTIFIED FINANCIAL PLANNER™.
In his free time, Matt loves to spend time with his wife and high school sweetheart, Candace, and their three children (Garrett, Ellie Kate, and Audrey Jane). Between baseball, dance, and gymnastics they remain very busy. They are involved members at Milestone Church in Keller, TX, and recently went on their first mission trip to Guatemala in June 2016.
Matt Addington is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
WorthPointe is a fee-only financial planning firm built to support strong client-relationships, long-term financial planning, and act as an unbiased source of financial advice for business owners, executives, and their families. Our CERTIFIED FINANCIAL PLANNER™ professionals integrate investment consulting with tax planning, asset protection, estate planning and charitable giving; using our five-step process. As a fee-only firm, you always know what you're paying for by laying out the precise nature of our financial planning services and how our strategies support your unique financial planning/wealth management goals. Our CERTIFIED FINANCIAL PLANNER™ professionals cater to a select group of high growth entrepreneurs and their families by providing client-centered advice and customizable strategies. To discuss partnering with one of our financial planners, contact us today.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Matt Addington is a NAPFA AssociateThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Matt Addington is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
Contact Matt Addington
Office Locations:
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1600 Airport Fwy.
Suite 372
Bedford, TX 76022
