Matthew White, CPA, PFS

Matt is the founder of M. White Financial Services and serves as the senior advisor on all relationships. As a CPA, Matt’s entire career has been dedicated to helping clients handle tax issues and working toward meeting their financial goals. In his work as a CPA, he discovered that many of his tax clients were severely underserved by their existing financial services provider and made a commitment to bring them objective financial advice. His initial vision of adding financial services in the setting of a traditional CPA firm has become a separate entity specializing in implementing and monitoring comprehensive wealth management and transfer strategies.

Today, Matt focuses on helping his clients accomplish four cornerstones: creating, accumulating, protecting and eventually transferring their wealth. Matt truly believes in providing clients with comprehensive wealth management services and understands that being a financial advisor is more than just a business relationship. Matt takes the time to get to know each of his clients on a personal level. In fact, many times you will hear a client comment that they feel as though they are his only client.

Matt received his Bachelor of Business Administration degree from the Edwin L. Cox School of Business at Southern Methodist University and his Master's degree from the University of Houston. In addition to being a CPA, Matt has also earned both the Personal Financial Specialist and Certified Specialist in Estate Planning designations.