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Brian Matthews, CFP®

Describe your perfect day?
Morning workout, followed by an iced coffee, round of golf with friends, followed by a nice steak or sushi dinner.

What do you most like about your job?
Witnessing the relief on client’s faces when they finally have direction and answers to a part of their life that has been giving them stress.

Surprise us, something we don’t know about you?

I know all of the US Presidents in order as well as the state capitals!


How long have you worked in Financial Services?

10+ years

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Education

Bachelor's degree in Economics and Management from the University of Minnesota
CFP® certification

Expertise

Investment Analysis, Budgeting, Retirement Planning, and Cash Flow Optimization

Experience

Previous to Domain Money, Brian was a Vice President at Goldman Sachs in the asset management division. He developed relationships with investment teams at partnering companies and values his experience learning the ins and outs of businesses' strategic frameworks. After Goldman he spent some time as a retirement consultant at Capital Resource Management. Now, as the Head of Investment Strategy at Domain Money, Brian prioritizes a collaborative approach to financial planning, fostering horizontal integration across teams. He has a love for financial education, detailed cash flow analysis, instilling confidence in his clients and embodies our commitment to delivering holistic financial solutions.

About

Brian is a former Vice President at Goldman Sachs with over a decade of experience in the Financial Services Industry. Brian loves talking about the markets, has a knack for making intricate concepts easy to grasp and thrives on helping people get their finances on the right track.

A native of the Midwest, Brian has a lifelong love/hate relationship with the Minnesota Vikings. He also enjoys golfing, spending time with friends, and is addicted to morning workouts and iced coffee.

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Clients love Brian
Hear from people who have changed their financial lives
John

This is exactly what we wanted, exactly what we needed, and what we wanted from our advisor 4 years ago!

Eric

Brian has been exceptional in understanding our financial situation and adapting his methods to suit our specific needs. Thanks to his tailored approach, we feel confident and in control as we move forward with his plan. We highly recommend Brian for anyone seeking a knowledgeable and adaptable financial advisor.

KB

Brian was encouraging, thorough, and understanding of my specific situation.

Chelsea

We had really great and enjoyable conversations that led to a valuable and actionable plan we feel ownership of.

Erin

My husband and I were incredibly pleased with the plan that Brian created. It felt like he really listened to our short versus long-term goals and accounted for nuances and how we wanted to structure our retirement. Our plan provided a small list of action items and we were able to make the adjustments within two weeks of reviewing everything with him. Getting the confirmation that we are right on track with a detailed analysis has been reassuring, and knowing we can check back in should any major changes occur, is even more so.

These testimonials are from current clients of Domain Money Advisors, LLC (Domain). No compensation (non-cash or otherwise) was provided in exchange for these testimonials. Domain does not have any material conflict of interest with the persons giving these testimonials.

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