Matt Fizell (CFP®)
Matt Fizell focuses in the
following client markets or areas of practice:
- AUM
- Business Owners
- Cash Flow/Budgets/Credit Issues
- Entrepreneurs
- Estate & Generational Planning Issues
- High Net Worth Client Needs
- AUM
- Business Owners
- Cash Flow/Budgets/Credit Issues
- Entrepreneurs
- Estate & Generational Planning Issues
- High Net Worth Client Needs
Planning Specialties
Harmony Wealth works primarily with those who are still in their working career. Whether a young professional looking to get the foundations set for financial success, a successful professional navigating your evolving career path, or an aspiring entrepreneur looking to cut it out on your own, Harmony Wealth is here for you. Life is full of financial transitions, and we are here to help you find harmony between your current financial situation, and a successful foundation for your financial future.Additional Information
Matt Fizell is the owner and financial planner of Harmony Wealth. In 2020, he was selected by Investopedia.com as one of their Top 100 Financial Advisors. Matt also makes time to serve the next generation of the profession by co-hosting a podcast aimed at aspiring financial planners. Matt believes everyone deserves access to a financial plan, and working with a variety of generations is his way of living that out.NAPFA Start Date
July 01, 2021
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