Matt Gray, CFP® AnthroFi Wealth Group

About Matt Gray, CFP®

I help Childfree people live their ideal lives.

All my childhood was built around the idea that I would go to school, then college, then get a job, get married, have kids, then work 40 years before retiring. As time went passed, that life looked less and less attractive to me.

My plans of being Childfree were solidified when I received a kidney failure diagnosis in 2019 and decided not to pass my genes on, but also to live my life for me.

That is when I started AnthroFi Wealth Group to help make the biggest difference I could in helping Childfree people live their ideal lives. I particularly have an interested in helping people impact the causes they care most about.

While many financial principles are universal, there are unique needs in the Childfree community that I help clients address.

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Recently Published

Should I Buy a House With a Friend?

August 31, 2022

In 2000, the median home price was 4 times the median household income and in 2022 the median home price is 6.6 times the median household income

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What is the Deal With the Fed?

August 25, 2022

You probably used cash for toilet paper in 2020 because cash was losing value and TP couldn't be found.

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Charitable Giving for the Childfree

June 23, 2022

Without obvious heirs, Childfree people have decisions to make as it comes to their estate plan, or what happens to their money when they pass away.

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Disclosure

The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.

XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.

Ideal Clients

  • Charitable Giving
  • Childfree
  • Equity Recipients (RS/RSU SOP ESPP)

Ways Advisor Charges

  • Assets Under Management

Fee Options

  • Flat Fee: $1000+/engagement
  • Hourly Fee: $300+/hr
  • Assets Under Management: 0.90%

SEC Records

Disclosure

The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.

XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.

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