Matthew Harrison, AIF® - Financial Advisor

Matthew brings more than 20 years of experience in the financial services industry, helping high-net-worth families, business owners, and individuals navigate the complexities of building, preserving, and transferring wealth.

He graduated Cum Laude from Arizona State University’s W. P. Carey School of Business with a degree in Business Law. Throughout his career, Matthew has held investment leadership roles, including Vice President positions with firms such as JPMorgan Chase, Wells Fargo Advisors, and Merrill Lynch.

Today, Matthew’s approach to wealth management is centered on something he believes has become increasingly rare in the financial industry: personal attention, proactive advice, and a long-term relationship with an advisor who truly understands the client.

Rather than simply managing investments, Matthew works closely with his clients to understand the full picture of their financial lives. This includes investment management, retirement planning, income strategies, tax-aware planning, estate considerations, and helping clients make informed decisions as their lives and financial situations evolve.

His philosophy is simple:

“Clients deserve more than someone who manages their investments. They deserve an advisor who is proactive, accessible, and personally invested in helping them succeed. My responsibility is not only to advise my clients, but to educate them so they understand why we are making decisions and how those decisions fit into their overall financial plan. I want every client to know exactly where they stand, where they are going, and that my integrity and commitment to their family will never be questioned.”

Before beginning his career in finance, Matthew proudly served five years in the United States Marine Corps, achieving the rank of Sergeant (E-5). He served with 2nd Battalion, 7th Marine Regiment, 1st Marine Division, Weapons Company, including combat service in Fallujah, Iraq, and the surrounding region. He was honorably discharged as a combat veteran.

Matthew carries many of the principles developed during his Marine Corps service into his work with clients today — preparation, accountability, discipline, loyalty, and a commitment to doing what is right even when no one is watching.

Outside the office, Matthew enjoys spending time with his wife and three children at their home in Gilbert, Arizona. When he can get away, he enjoys golfing, fly fishing, and traveling with his family.

Matthew also believes strongly in giving back to the community. He serves as Vice President of the Saint Mary’s Food Bank Alliance Endowment Board, and his family supports organizations including the Wounded Warrior Project, Arizona Animal Welfare League & SPCA (AAWL), and the American Society for the Prevention of Cruelty to Animals (ASPCA).

For individuals and families searching for a financial advisor, Matthew’s goal is to provide something much more meaningful than investment management alone: a trusted financial relationship built around personal service, clear communication, comprehensive planning, and a commitment to being there through every stage of life.