Matt Weinheimer, CFP®
Founder, Wealth Advisor
Matt brings more than 15 years of experience to understanding the financial and emotional issues behind helping to transition from acquiring wealth to help grow and protect that wealth. Deeply familiar with the emotional and financial challenges associated with transitioning wealth for executives, entrepreneurs and inheritors, among others, Matt seeks to understand each client’s current situation and goals and craft a flexible and enduring financial, investment and risk management plan.
A graduate of Texas State University, Matt earned a B.B.A. in Finance in 1997 and is a CERTIFIED FINANCIAL PLANNER™ professional. His charitable endeavors include: serving on the board of the Rotary Club of Austin, he is the former president of the Young Men’s Business League, and continues to serve on the capital campaign committee of the Austin Sunshine Camp. Travel is a special passion of his, and favorite destinations for the Weinheimer family include Costa Rica, Hawaii and Florida. In and around Austin and on the road, he enjoys mountain biking, fly fishing and scuba diving.