Matthew Miner
CFP®
Miner Wealth Management, LLC
Founder & CEO
Matthew Miner
CFP®
Miner Wealth Management, LLC
Founder & CEO
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Matthew Miner, CFP®
Fee-Only financial planner located in Raleigh, NC, serving clients locally and across the country
Matthew Miner is a Raleigh, NC fee-only financial advisor serving clients locally and across the country. Miner Wealth Management, LLC provides comprehensive wealth management to help MBAs, entrepreneurs, and high-income professionals organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Matthew Miner is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
https://www.workpantsfinance.com/
My name is Matt Miner, Founder & CEO of Miner Wealth Management. I’m a fee-only, fiduciary advisor working with families to make sure the really important stuff happens.
I work best with professionals, entrepreneurs, and families contemplating how to make work optional - whether at age 35 or 65!
I help clients bridge the gap between knowing and doing. I want clients to have the confidence that whatever life throws at them, they have a plan and a caring and competent professional in their corner. I love when clients tell me, “After our meeting, I slept the best I had in a week!”
I help clients tackle life’s money questions – “How do I make the best use of my income?” “We’re growing our family. What should we think about?” “How can I get the taxing authorities out of my wallet – even just a little bit?” “How should I think about this pivotal time in my business?” “When can I retire?” “What’s the best way to plan for stock options and RSUs?” “I’m getting divorced, which is awful. How do I cope with the money part, too?” “How can I eliminate my student debt?”
I earned my MBA in the full-time program at Duke's Fuqua School of Business in Durham and my undergraduate degree in Finance from Arizona State University in Tempe.
Miner Wealth Management is a North-Carolina Registered Investment Advisor in Raleigh, NC. I am a CERTIFIED FINANCIAL PLANNER™ professional.
Please get in touch with your questions about life, work, and money!
Matthew Miner 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.
Miner Wealth exists to help clients grow income, invest wisely, and create financial freedom to work or retire on their terms. I help MBAs, Entrepreneurs, and other high-income professionals make a financial plan that works as hard as they do.
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
-
Matthew Miner 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.
-
Matthew Miner 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.
-
Matthew Miner 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.
-
Matthew Miner is a Guest Speaker at MilMoneyCon
-
Matthew Miner is a Guest on the Masters of Money Podcast: "Using Your Values and Goals to Reach Financial Independence with Matt Miner "
-
Matthew Miner is Interviewed on the Retirement Tax Services Podcast: "A Different Approach To Working With Tax Preparers"
-
Matthew Miner is a Guest on the Military Money Show: "Understanding Your Salary and Benefits"
Contact Matthew Miner
Office Locations:
-
4801 Glenwood Ave
Suite 200-05
Raleigh, NC 27612
