Matthews Barnett
CFP®, ChFC®, CLU®
Day & Ennis, LLC
Financial Advisor
Matthews Barnett
CFP®, ChFC®, CLU®
Day & Ennis, LLC
Financial Advisor
As a fee-only financial planner, my focus is to help you reach your financial goals through unbiased financial advice. Fiduciary + Fee-Only = Your Best Interest - Matthews Barnett, CFP®, ChFC®, CLU®
Fee-Only financial planner located in Macon, GA, serving clients locally and across the country
Matthews Barnett is a Macon, GA fee-only financial planner. Day and Ennis, LLC provides comprehensive financial planning, retirement planning and tax planning to help individuals, business owners and medical professionals organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Matthews Barnett is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Matthews Barnett is a Financial Advisor 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 Chartered Financial Consultant from The American College of Financial Services and a Registered Financial Advisor with the National Association of Personal Financial Advisors (www.napfa.org.)
Matthews has worked in the financial services field since 2012. He served on a large broker-dealer team in Atlanta before transitioning to the fee-only side of the business in 2020.
A native of Macon, he is a 2013 graduate of the Greater Macon Chamber of Commerce’s Leadership Macon. He serves on the Central Georgia Estate Planning Council and is a member of Idle Hour Country Club. Matthews looks forward to becoming more involved in the community with his recent move back home.
Matthews graduated from Stratford Academy and received his BS from The University of Georgia’s Terry College of Business in 2010. His wife, Morgan, is a Valdosta native and Auburn Alum. Matthews enjoys spending time with family and friends, playing golf, traveling, and going to concerts.
Matthews Barnett 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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Matthews Barnett 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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Matthews Barnett 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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Matthews Barnett is a Chartered Financial Consultant® (ChFC®)Chartered Financial Consultant® designations are granted upon completion of seven required courses and two elective courses. Those who earn the designation are understood to be knowledgeable in financial matters and to have the ability to provide sound advice.
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Matthews Barnett is a Chartered Life Underwriter® (CLU®)A Chartered Life Underwriter® (CLU®) is a professional designation for individuals specializing in life insurance and estate planning. Individuals must complete five core courses and three elective courses, and successfully pass all eight two-hour, 100-question examinations in order to receive the CLU® designation.
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Matthews Barnett 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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Matthews Barnett is a Member of the Central Georgia Estate Planning Council (CGEPC)
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Day & Ennis, LLC is a Member of the Great Macon Chamber of Commerce
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Day & Ennis, LLC is a Member of the Blairsville Union County Chamber of Commerce
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Matthews Barnett is a Guest on The Wiser Retirement Podcast: "Staying Active in Retirement"
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Matthews Barnett is a Guest on The Wiser Retirement Podcast: "How Does Healthcare Work in Retirement"
Contact Matthews Barnett
Office Locations:
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125 Plantation Centre Drive South
Building 400B
Macon, GA 31210 -
226 Gainesville Highway
Blairsville, GA 30512
