Matt Buckwalter (CFP®, MS)
Matt Buckwalter focuses in the
following client markets or areas of practice:
- AUM
- Baby Boomers
- Generation X
- High Net Worth Client Needs
- Retirement Planning & Distribution Rules
- Tax Planning
- AUM
- Baby Boomers
- Generation X
- High Net Worth Client Needs
- Retirement Planning & Distribution Rules
- Tax Planning
Planning Specialties
Personal Wealth Management is our core offering—where thoughtful financial planning and objective, Fee-Only investment advising come together in full alignment with your goals.
As independent fiduciaries, we don’t sell products or earn commissions. We act solely in your best interest, bringing structure, clarity, and long-term partnership to your financial life. We focus on what matters most: helping you achieve lasting peace of mind, confident decision-making, and the freedom to live the life you envision.
Our ultimate goal? To simplify the complex, keep you on track, and support you in experiencing what we call Simply More Life—a life where your money supports your values, not the other way around.
Additional Information
Matt’s Story
After college, I stumbled into my career and out of Nebraska - never really had much of a desire to leave. Luck led to very exciting work with great people and lots of opportunity. I met Michele in Arizona and we started our family in the beautiful Pacific Northwest. Even with all that was going right, there was a nagging feeling there ought to be more. That nagging feeling evolved into MJB Financial Planning, LLC.
Experience
Matt Buckwalter, CFP® is the firm Principal and has been practicing Fee-Only financial planning since 2006. Prior to starting his own business, Matt held various roles for Intel Corporation in Chandler, Arizona and Hillsboro, Oregon.
Qualifications
Matt is a CERTIFIED FINANCIAL PLANNER(TM) Professional the requirements for which include: educational, experience, completion of a comprehensive exam, adherence to ethical standards, and completion of ongoing continuing education.
The Certified Financial Planner Board of Standards Inc. (CFP Board) is a nonprofit professional regulatory organization founded in 1985 whose mission is to help people benefit from competent, professional and ethical financial planning. The CFP Board grants the CFP® Certification. This is the recognized standard of excellence for financial planners.
Education
Matt has a Master of Science from Kansas State University in Family Financial Planning. He also has Bachelor of Science and Master of Science degrees from the University of Nebraska – Lincoln in engineering.
NAPFA Start Date
May 08, 2008
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