Matthew Benson
CFP®
Sonmore Financial
Founder/Financial Planner
Matthew Benson
CFP®
Sonmore Financial
Founder/Financial Planner
Finance is one of those things where if you know a little you know a lot more than the average person. We pride ourselves in helping our clients understand their plan in plain English. - Matthew Benson, CFP®
Serving retirees and tech professionals in the Phoenix, AZ area and clients across the country.
Matthew Benson is a Chandler, AZ fee-only financial planner serving the Phoenix area and clients across the country.
Sonmore Financial provides comprehensive financial planning to help technology and aerospace professionals as well as families and couples who are planning for or already enjoying retirement protect their assets through life’s transitions.
As a fee-only, fiduciary, and independent financial advisor, Matthew Benson is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Matthew Benson, CFP®, is the owner of Sonmore Financial and a Certified Financial Planner™ serving Arizona’s retirees and pre-retirees, aerospace business executives, and East Valley technology professionals. Matt specializes in tax efficient investing, helping Sonmore’s clients maximize their retirement, college savings or donating to a worthy cause.
Matthew has extensive experience in helping clients leverage existing benefits, available through employers and organizations, to put together an attainable financial plan. From Roth conversions to employee stock options and beyond, Matthew is passionate about clients navigating the stages of their lives on their own terms – with a bit of expert guidance. He often lends his expertise to leading media outlets, having been featured in Bloomberg, MarketWatch and CNBC.
Matthew began his financial industry journey in 2011. After earning his Bachelor of Science in Finance from the College of Business Administration at the University of Nebraska, Lincoln, Matthew worked with Vanguard and Mutual of Omaha. In addition to the Certified Financial Planner™ designation, he also holds his FINRA Series 7, 63, and 65 registrations. Matt has been vetted as a SmartVestor Pro™ through Dave Ramsey Solutions.
Outside the office, Matthew is actively involved in Redemption Church and The Financial Planning Association of Greater Phoenix. He is incredibly passionate about his involvement with Junior Achievement, an organization whose goal is to provide financial literacy to elementary, middle, and high school students.
When Matthew is not crunching numbers, he enjoys playing sand volleyball, hiking, exploring national parks, cheering on the Huskers, and going on extensive road trips with his wonderful wife, Alexa and three kids, Ramsey, Stanton, and Pierce.
Matthew Benson 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.
Our Mission
To solve complex financial problems with innovative solutions.
To enable our clients to be free.
Money is a very emotional thing. If you are wise and efficient with it, you can really accomplish a lot of things.
We pride ourselves on being a stoic leader for our clients. One who can speak logic into emotions when times are better than normal and speak logic into emotions when times are worse than normal. We think we have a unique ability to blend the complexities of financial planning and the emotional strength needed for sound money management. Additionally, we really enjoy what our clients trust us to do. So we think we’re pretty enjoyable to be around, but we’ll let you be the judge of that.
The Sonmore Story
The nephew of two financial advisors, Sonmore Financial founder Matthew Benson learned early on that wise financial choices have the power to lead to lifelong independence. Since our inception in 2015, the Sonmore team has worked tirelessly to stand in our clients’ corner, advocate for their best interests, and help them think through their financial choices, with the ultimate goal of helping them achieve financial freedom.
Our team members serve as stoic leaders for our clients, seamlessly weaving the emotional and the analytical complexities of money management together to create thoughtful and strong financial plans and investment strategies that help our clients reach their goals. Just as we can speak logic into emotions during the best of times, we can also speak logic into emotions during more challenging times.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Planning
- Tax Planning
- Investment Management
- Charitable Planning
Ideal Clients
- Retirees and Near Retirees
- Technology Professionals
- Aerospace Professionals
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Matthew Benson is a NAPFA-Registered Financial AdvisorThe 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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Matthew Benson 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.
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Matthew Benson is a Member of The Financial Planning Association® (FPA®)FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
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Matthew Benson is Interviewed on the New Planner Podcast: "Characteristics of a Rockstar Intern"
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Matthew Benson is Quoted on CNBC: "House Democrats want to raise SALT deduction cap to $80,000. What that means for your tax bill"
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Matthew Benson is Quoted in Forbes: "How Inflation Affects Your Retirement Plans"
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Matthew Benson is Quoted in MarketWatch: "Help Me Retire"
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Matthew Benson is Quoted on Bloomberg: "Where to Invest $1,400"
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Matthew Benson is Quoted in US News and World Report: "7 Ways to Handle Retirement With Rising Inflation"
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Matthew Benson is Quoted in USA Today: "4 questions investors should ask as stocks react to escalating Ukraine-Russian war"
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Matthew Benson is Quoted in AP News: "Bonds, haven for elderly and cautious, are getting torched"
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Matthew Benson is Quoted in The Washington Times: "Bonds, haven for elderly and cautious, are getting torched"
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Matthew Benson Conducted a Community Conversation for the Financial Planning Association of Greater Phoenix
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Matthew Benson is Featured in the FPA of Greater Phoenix 2020 Professional Development Showcase: Advocacy in Action
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Matthew Benson Contributed to the Blakely Walters Blog: "4 Reasons to Save in your Company Sponsored Retirement Plan"
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Matthew Benson is a SmartVestor Pro
Contact Matthew Benson
Office Locations:
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1490 South Price Road
Suite 116
Chandler, AZ 85286
