Since the early years of his career supporting families with multigenerational wealth, business founders and other highly successful people, Matt has seen how more complexity is rarely what his clients need. Instead, the greater value has always been in setting a plan, managing risk, getting the details in order and making sure to lead with a clear and communicative point of view.
This has remained the foundation of his approach – as a financial advisor, a serial entrepreneur and a business leader – the pursuit of technical excellence married to a clear-eyed understanding of his client’s true objectives.
“My philosophy: Plan proactively, communicate transparently, and always put the client’s best interest first. Wealth should fuel life, not control it.”
– Matthew Harring
Specialized support
Matt supports a wide variety of successful individuals and their families, but specializes in helping business owners enhance business value, plan and execute business exits or partial sales, and onto their next goals. Similarly, he helps families with significant wealth manage the many investing, estate planning and values-related concerns faced by multigenerational families.
Professional designations and recognition
- Certified Financial Planner® professional
- Certified Private Wealth Advisor®
- Raymond James Private Wealth Advisor
Outside the office
Matt is a habitual technology early adopter and takes a deep interest in technical fields including software engineering and data architecture. He is originally from St. Petersburg, Florida, and earned his bachelor’s degree from the University of South Florida. In his free time, he also enjoys playing tennis and traveling with his wife, Taylor, and their son.
Q+A with Matt
What’s the book at the center of your bookcase?
“The Intelligent Investor” by Benjamin Graham. It’s timeless investing wisdom.
What’s the book at the bottom of the case?
Tax code manuals. They’re useful to keep on hand, but not so inspiring.
What’s your ideal vacation?
For an active vacation, it’s skiing in Colorado. To relax, it’s a family resort in the Bahamas.
What is something essential you carry in your work bag?
A well-worn leather notebook that has solved more problems than any app.
Crossword puzzles. Pen or pencil?
Pencil. There’s always room for adjustments.
Sticky notes or phone notes?
Depends. Sticky notes for quick, temporary reminders. Apps for organized tracking.
How many category colors are on your calendar?
At least four.
How do you define success?
I want to help clients achieve what they thought was impossible, and be invited into the circle of trust of deeply private families.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks “CPWA®,” and “Certified Private Wealth Advisor®.” Use of CPWA®, and/or Certified Private Wealth Advisor® signifies that the user has successfully completed The Institute’s initial and ongoing credentialing requirements for wealth advisors.