With over 23 years of experience in financial services, Matthew Houston is dedicated to helping individuals and families pursue financial independence and long-term well-being. Known for his calm, disciplined approach, Matthew confidently guides clients through market volatility, ensuring they remain focused on their goals.
Matthew earned his finance degree from the University of Houston’s Bauer College of Business and quickly established himself as a valued advisor committed to providing personalized and independent financial guidance. His product-agnostic philosophy enables him to deliver personalized advice tailored specifically to each client's needs, free from the constraints of proprietary products.
Matthew takes pride in being a life-long Houstonian and has enjoyed making a life for his wife, Kristina and himself in the Houston area. The two recently welcomed their first child and look forward to raising their family. Matthew is an avid college sports fan, especially his alma mater, Houston Cougars. He also serves as President of the Houston Cougar Foundation, where he’s had been a board member for over 15 years. When not spending time with his family, Matthew enjoys researching growth stocks in search of the next big growth story.
Matthew specializes in the following services:
- Asset Management
- Family Support Planning
- Tax-Efficient Investing
- Income Planning
- Retirement Planning
- Risk Management
- Charitable Foundation Management
Matthew also coordinates with other professionals to provide the following services:
- Estate Planning
- Trust Management
- Real Estate Investment
- Social Security Claiming Strategies
- Tax Planning
- Medicare Planning
- Banking and Credit Management
- Series 7, 9, 10, 31, and 66 securities licenses
- Finance Degree – University of Houston, C.T. Bauer College of Business