Matthew Heller
MBA, CFP®
Day & Ennis, LLC
Financial Advisor | Partner
Matthew Heller
MBA, CFP®
Day & Ennis, LLC
Financial Advisor | Partner
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Matthew Heller, MBA, CFP®
Fee-Only financial planner located in Macon, GA, serving clients locally and across the country
Matthew Heller is a Macon, GA fee-only financial planner. Day and Ennis, LLC provides comprehensive financial planning, retirement planning and estate planning to help high net worth indivuals and families and medical professionals organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Matthew Heller is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Matt Heller is a Partner at Day & Ennis. He is a CERTIFIED FINANCIAL PLANNER ™, having attained the certification issued by the Certified Financial Planner Board of Standards. He is also a Registered Financial Advisor with the National Association of Personal Financial Advisors.
Matt has worked extensively in financial planning for healthcare professionals. He managed the retirement plan and was the lead financial planner for Navicent Health. This is one of the largest healthcare retirement plans in the state. He also managed the Upson Regional Medical Center retirement plan prior to joining Day & Ennis.
Matt presently serves as an officer for the Central Georgia Estate Planning Council and sits on the Board for the Mercer University Student Management Investment Fund. He is also a member of the Rotary Club of Macon.
Matt is a 2014 graduate of Leadership Macon, which is sponsored by the Greater Macon Chamber of Commerce. He is an alum of GeorgiaForward’s Young Gamechangers. This leadership action program brings together 50 of Georgia’s brightest minds under the age of 40, to help solve persistent challenges of a selected Georgia community.
A native of Conyers, Georgia, Matt received his BS from Georgia Southern University in 2004. He received his MBA from Georgia Southern University in 2010 and completed the Executive Financial Planner Program through the Terry College of Business at the University of Georgia. He and his wife Jennifer have a son, Stone. Matt is an avid golfer and loves to travel.
Matthew Heller 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.
We plan to help you retire comfortably. As financial planners, one of the questions we hear most often is, “When can I retire?” We work with clients to plan a retirement that allows them to live in comfort and security.
The fact that we operate on a fee-only basis is a major consideration for most clients. At Day & Ennis, you pay no commissions on sales of securities or insurance. Since we have no vested interest in selling you anything, you can count on unbiased financial advice. We are also a fiduciary financial advisor, which means we always put our clients’ financial interests ahead of our own.
Our job is to help you achieve your investment goals, so you’ll be more secure for the future. Whether your first priority is planning for retirement, managing a 401-K pension plan or creating a tax-efficient estate plan, we can organize your financial life. That provides you a priceless return on your investments – peace of mind.
Day & Ennis partners John R. Day, Bill Ennis and Stephanie Davidson are all CPA’s and members of the National Association of Personal Financial Advisors. Additionally, partner Matt Heller is a CERTIFIED FINANCIAL PLANNER ™ and also a Registered Financial Advisor with the National Association of Personal Financial Advisors. We share the belief that a comfortable retirement begins with sound, fee-only financial advice.
Please browse through the pages of our web site and feel free to contact us with any questions you may have about our services. Or call us for a consultation. You’ll find us located in Macon, Georgia, convenient to the middle Georgia area.
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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Matthew Heller 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 Heller 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 Heller Serves as an Officer for the Central Georgia Estate Planning Council
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Matthew Heller is a Featured Member of the Rotary Club of Macon
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Matthew Heller is Quoted in Middle Georgia CEO: "Day & Ennis, LLC Helps Baby Boomers Create a Path to Retirement"
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Matthew Heller Writes for Patch.com: "50 Young Gamechangers from around the state start new project in Augusta this summer"
Contact Matthew Heller
Office Locations:
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125 Plantation Centre Dr S
Bldg 400
Macon, GA 31210 -
226 Gainesville Highway
Blairsville, GA 30512
