Matt Sheers

I’m a flat fee, advice-only financial planner based in New Hampshire, working with individuals and couples who are navigating complexity and transition — career changes, growing families, business ownership, or simply the feeling that their finances have outgrown DIY solutions.

My work focuses on helping clients gain clarity on their full financial picture and confidently make strategic decisions aligned with their goals. I do not sell financial products or manage investments on commission — my role is to provide independent, objective advice that puts your interests first.

Before starting my own practice, I spent years working in traditional wealth management, where I saw how often high-quality advice was reserved for ultra-wealthy clients. Today, my practice is intentionally designed to make comprehensive financial planning more accessible through flat-fee pricing and a collaborative, education-focused approach.

I hold the CFP® and CFA® designations and bring a deep understanding of investment strategy alongside a practical, real-world planning lens. Clients often describe my style as thoughtful, judgment-free, and strategic — focused on helping them make better decisions, not just follow rules of thumb.

My mission is to provide clear, objective financial guidance that helps people feel grounded, confident, and intentional in their financial decisions — especially during times of change.

I believe financial planning should be transparent, judgment-free, and focused on your specific financial objectives. My commitment is to act as a trusted thought partner — helping clients understand their options, anticipate trade-offs, and build financial systems that support the lives they want to live.

I became a financial planner after seeing firsthand how powerful good advice can be — and how inaccessible it often is.

Earlier in my career, I worked in traditional wealth management serving very high-net-worth clients. While the technical work was interesting, I felt increasingly drawn to helping people who were making meaningful life transitions: changing careers, starting businesses, raising families, or trying to get unstuck financially — not just those with large portfolios.

In 2018, I made my own career pivot, leaving a large firm and relocating from Boston to New Hampshire to build a life centered on health, family, and purposeful work. That experience deepened my belief that financial planning should support the whole person, not just maximize numbers on a balance sheet.

Today, I work with clients who want an engaged, independent advisor — someone who can help them think clearly, ask better questions, and move forward with confidence during important chapters of their lives.