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Through thoughtful planning and ongoing guidance, AFC Wealth works to simplify the many moving parts of wealth management so you can stay focused on what matters most.
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Matt’s work may involve portfolios, taxes, retirement income, and long-term planning, but he has never believed financial advice needs to feel cold or overly complicated. A Colorado native with deep roots in the Denver area, Matt is a husband, father of two daughters, golfer, skier, fisherman, and occasional karaoke participant, which is always a dangerous but respectable life choice. He brings that same down-to-earth personality into his work with clients, taking time to understand the people behind the plan before diving into the numbers.
Outside of AFC Wealth, Matt stays active in his community and supports causes close to his family, including the National Bone Marrow Transplant Link and the Leukemia & Lymphoma Society after losing his father and business partner, David, to leukemia in 2001. For Matt, good planning is about helping people protect their families, simplify their financial lives, and spend more time focused on what matters most.
A good financial plan is a lot like a good round of golf. You need to know your course, understand the conditions, and make smart adjustments along the way.
At AFC Wealth, the process begins with a clear, practical plan that outlines your priorities and next steps. From there, Matt helps keep the plan updated as life changes, markets shift, and new decisions come into view. Rather than adding unnecessary complexity, the goal is to simplify the path forward. That includes helping reduce tax inefficiencies, coordinating with your accountant, attorney, insurance professionals, and other advisors, and making sure the different pieces of your financial life are working together.
AFC Wealth provides financial guidance designed to bring clarity and structure to your financial life. Acting as a quarterback for your broader team of tax accountants, insurance professionals, estate planning attorneys, and other trusted advisors, AFC Wealth helps ensure every piece of your financial strategy works together.
Clients benefit from thoughtful planning, consistent communication, and a long-term relationship focused on helping them make informed decisions.
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Tax-Efficient Investment Planning
Retirement planning and income strategy
Estate and legacy planning coordination
At AFC Wealth, everything starts with a simple idea: clarity drives better decisions. Our One-Page Plan brings your entire financial life into focus—your top priorities, your long-term goals, and the strategy to bridge the gap between where you are today and where you want to be. We map out what matters most, align each goal with a clear plan, and adjust as life evolves. It’s a straightforward, living framework designed to help you understand how your money is working for you—and give you the confidence to move forward.
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The professionals who support our clients.
