Matthew "Matt" Harvey, MBA, CFP®
Director of Financial Planning

Matt approaches wealth planning with the goal that his clients receive the support and guidance they need to create their best possible lives. As Director of Financial Planning, he aims to accomplish this by guiding clients through the creation of comprehensive financial plans that are designed to meet specific needs and financial goals through a holistic approach that integrates all elements of financial planning. Matt is motivated by educating and developing long-term relationships to provide a lasting impact and education for many generations to come. While Matt initially set out to be a teacher, he developed an interest in financial planning and soon came to learn that comprehensive wealth planning can be the perfect marriage between finance and education. That’s why one of his favorite aspects of wealth planning is having the opportunity to work with several generations of a family, giving each one the resources and tools it needs to create a legacy of financial literacy lasting far into the future.

Originally starting with HFG Wealth Management in 2018, Matt rejoined the firm in May 2023. He holds a bachelor's degree in business administration and an MBA in finance from the University of Central Arkansas, where he is an active member of the Alumni Association. Matt is a licensed Investment Advisor Representative and also holds the CERTIFIED FINANCIAL PLANNER™ professional designation.  Matt lives in Cypress with his wife, Audrey, and their young son, Lucas. In his free time, he stays active outdoors and enjoys traveling, particularly to tropical destinations with beautiful beaches. However, Matt's greatest joy is spending time with family and friends.

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