Matt Miner, CFP® Miner Wealth Management

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Matt Miner, CFP®

I work best with professionals, entrepreneurs, and families contemplating how to make work optional – whether at age 35 or 65!

I help clients bridge the gap between knowing and doing. Miner Wealth Management clients are confident that whatever life throws at them, they have a plan and a caring and competent professional in their corner. I love when clients tell me, “After our meeting, I slept the best I had in a week!”

I help clients tackle life’s money questions – “How do I make the best use of my income?” “We’re growing our family. What should we think about?” “How can I get the taxing authorities out of my wallet – even just a little bit?” “How should I think about this pivotal time in my business?” “When can I retire?” “What’s the best way to plan for stock options and RSUs?” “I’m getting divorced, which is awful. How do I cope with the money part, too?” “How can I eliminate my student debt?”

I earned my MBA in the full-time program at Duke’s Fuqua School of Business in Durham and my undergraduate degree in Finance from Arizona State University in Tempe.

After Fuqua, my wife Charity and I repaid our $225,000 in b-school debt in about three years. Through that journey, I began helping people with personal finance and wealth management. In 2018, I left traditional corporate work to become a financial advisor. I launched Miner Wealth Management in August 2021.

Charity and I live in Raleigh with our three amazing and entrepreneurial children. I serve MBAs, Entrepreneurs, and High-Income clients throughout the US.

Miner Wealth Management is a North-Carolina Registered Investment Advisor in Raleigh, NC. I am a CERTIFIED FINANCIAL PLANNER™ professional.

Please get in touch with your questions about life, work, and money!

Read Matt’s blog here: http://workpantsfinance.com/

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Ideal Clients

  • Business Executives
  • Consultants
  • Entrepreneurs

Ways Advisor Charges

  • Flat Fee
  • Assets Under Management

Fee Options

  • Flat Fee: $6000+/engagement
  • Assets Under Management: 0.25%

SEC Records

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