Matthew Floberg

Background

About Matthew Floberg

I'm a Wealth Management Advisor with Merrill. I work with individuals, families, and businesses, helping them understand what they need to do to be successful in their financial lives. Each person's situation is different, in its challenges and opportunities, long-term aspirations and family dynamics. By bringing clarity to each relationship, my team and I strive to deliver something even more valuable: reassurance. We find that when clients have direction, organization, and a clear path forward, they are able to enjoy their lives more fully. It's that aspect of our work that we find most rewarding. I am honored that Forbes recognized me as one of the Best-in-State Wealth Advisors in 2023 (Published on April 4, 2023. Rankings based on data as of June 30, 2022), one of the Best-in-State-Next-Generation Wealth Advisors in 2019 (Published on September 4, 2019. Rankings based on data as of March 31, 2019) and one of America's Top Next-Generation Wealth Advisors in 2018 (Published on July 25, 2018. Rankings based on data as of March 31). This recognition, I believe, attests to the quality and commitment of my entire team: my partner, Brett Fisher, and our Associates, Kelly Davis, Terri Stream, Jen Ming and Jessica Renard. We are a planning-based team, which means that we put significant time and effort into discerning the nuances of each client's situation. We look to understand and appreciate what matters- What do they want to accomplish- How can their financial lives be improved- And how do they define "success" for themselves, their businesses, and their loved ones? We find that clients are both energized and comforted by the planning process, knowing that (1) We have identified their goals;(2) We have a plan in place; and (3) They now know what to do to pursue their distinctive vision. That sequence, we believe, can be transformative. Our emphasis on planning is complemented by diligent execution. I've always believed that actions speak louder than words. My team and I look to serve clients with the integrity and reliability we would want for our own families. Reach me directly at 503.699.7205, matthew_floberg@ml.com.