Matthew Morris
Sanderling Finance
Columbia, SC
Contact Matthew
Matthew can help you with
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Investment Analysis
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Retirement Planning
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Employee Benefits
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Tax Optimization
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Insurance Planning
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College Planning
Matthew specializes in
- Early Medical Professional
Expertise
- Investment Analysis and Planning
- Portfolio Management
- Retirement Planning
- Benefits and Compensation Planning for Employees
- Tax Optimization
- Tax Preperation
- Insurance and Risk Management
- Estate and Legacy Planning
- Charitable Giving
- Cash Flow Analysis
- Debt Management
- Saving and Investing for College
- Life Event Planning
- Real Estate Planning
- Business Finance Planning
- Tax Preparation
About
I am a flat-fee, fiduciary financial advisor serving clients virtually across the United States. I hold degrees in mathematics, computer science, and a master's in financial planning. I'm married to a physician, and together we have three boys.
My passion is serving young physicians. I have firsthand experience with that journey, and I know how demanding it is. I was with my wife every step of the way as she progressed through medical school, residency, and fellowship. We worked side-by-side to tackle her student loan debt and even had our three kids during training. I understand the sacrifices doctors make to have that career.
Personal finance is not rocket science. Of course you are capable of figuring it out on your own. However, after working an 80hr week, you might not want to spend your only half day-off shopping for insurance or reviewing your tax return for errors.
I view my role as helping shoulder the financial complexity that's in your life so that you can get back to actually enjoying it. If I might be of service to you in any way, please get in touch. And if I'm not the right fit, I'll help you find the right advisor for your needs.