Matt Johnson
CFP®
Defining Legacy Financial Advisors
Owner
Matt Johnson
CFP®
Defining Legacy Financial Advisors
Owner
Defining Legacy Advisors aims to be the central resource in your financial life. We coordinate the various aspects of your finances to help you make more optimal decisions with your money. - Matt Johnson, CFP®
Your legacy has the biggest impact on those closest to you. Don't just leave a legacy, define your legacy.
Matt Johnson is a Greensboro, NC fee-only financial planner. Defining Legacy Financial Advisors provides retirement planning, investment management, and budgeting advice to help growing families and retirees organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Matt Johnson is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Matt Johnson is a fee-only financial advisor at Defining Legacy Financial Advisors, located in Greensboro, NC
Matt has over a decade of experience advising retirees and their families. Before founding Defining Legacy Financial Advisors in 2018, Matt was a practicing partner and lead portfolio manager at a prestigious firm in Greensboro, North Carolina. There, he managed just short of $500 million dollars across nearly 200 client households.
He has successfully guided and advised hundreds of clients through every stage of retirement—and has the experience and expertise to manage your family’s wealth, too.
Matt earned a Bachelor of Arts in Business Economics from Wofford College in South Carolina and has been a CERTIFIED FINANCIAL PLANNER™ professional since March of 2011. Matt is proud to serve the Greensboro, North Carolina community, as well as new clients across the country.
Matt Johnson 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.
Matt founded Defining Legacy Financial Advisors because he saw a growing need to reconnect families and their finances. For most Americans, family is a top priority; grandparents often provide childcare, adult children provide elderly care, and everyone helps pay for education.
As much as ever, families need each other, and Matt’s program is specifically designed to help prepare families for whatever comes their way. He relates to younger adults who are just starting out in their careers and building their families, yet brings deep financial expertise to those getting closer to retirement.
Whether you’re planning for your child’s education or your own retirement, Matt can help you meet your financial goals. He is approachable, experienced and highly pragmatic—everything you’ve been looking for in a trustworthy financial advisor.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- Tax Planning
- College Education 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
-
Matt Johnson 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.
-
Matt Johnson is a Member of the XY Planning NetworkThe XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.
-
Matt Johnson 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.
-
Matt Johnson is a Featured Alumnus of the Christ School
-
Matt Johnson is Quoted on Yahoo Finance: "The Best Places to Retire in North Carolina"
-
Matt Johnson is Featured in the Index-Journal: "Financial stability topic of Young Professional Summit"
-
Matt Johnson was Keynote Speaker at the Connect Young Professionals Next Level Young Professionals Summit
Contact Matt Johnson
Office Locations:
-
7B Corporate Center Ct
Greensboro, NC 27408
