Matt-Magee, CFP®
We take your personal finances personal.
{ "@context": "https://schema.org", "@type": "Review", "reviewBody": "Can’t say enough about how Matt helped me throughout the years in wealth management and planning for retirement.", "author": "Christian Strickland", "reviewRating": { "@type": "Rating", "ratingValue": "5" } }
5.0
Average rating
1
Client Review
0.75% to 1%
Percentage of Assets (AUM)
$0
Minimum Annual Income
$1M
Minimum Investible Assets
What Our Clients Say
5.0
1 Client Review
Christian Strickland
October 21, 2025
Client from 2010 - 2022
5.0
Reason for working with Matt-Magee, CFP®
Initially based on experience and credentials
Experience working with Matt-Magee, CFP®
Can’t say enough about how Matt helped me throughout the years in wealth management and planning for retirement.
Communication
Subject-matter knowledge
Overall satisfaction
Conflicts of Interest
Reviewer disclosed a personal or professional relationship with this vendor outside of the client relationship.
Compensation
Reviewer did not receive any compensation for this review.
Disclosure:This review reflects the personal experience of the reviewer and does not represent an endorsement by Sam’s List
{ "@context": "https://schema.org", "@type": "Review", "reviewBody": "Can’t say enough about how Matt helped me throughout the years in wealth management and planning for retirement.", "author": "Matt-Magee, CFP®", "reviewRating": { "@type": "Rating", "ratingValue": "5.0" } }
Are You Our Ideal Client?
We work best with people & businesses that fall into these categories.
Clients who would be a good fit
I help Texas business owners, within a few years of selling their company, turn potential liquidity into lasting wealth and simplify the financial complexity.
Clients who wouldNOTbe a good fit
I’m not a fit for those seeking quick wins, or individuals unwilling to engage in a collaborative planning process. Clients looking for transactional advice instead of a long-term partnership won't find value here.
Minimum Financial Requirements
Annual Income
No minimum required
Investable Assets
$1,000,000
Client Specialties
Services Offered
Service Pricing
Percentage of Assets (AUM)
0.75% to 1%
Meeting Options
In person meetings
Video meetings
Phone
Email
About Matt-Magee, CFP®
At mForce Capital, we take wealth management personally. We specialize in guiding high-net-worth families and business owners through complex wealth, tax, and estate planning decisions with care and attention that larger firms can’t match. Our approach blends sophisticated investment strategies with tailored, real-world planning so every client feels understood, protected, and empowered to grow and transfer wealth with confidence.
Disclaimer
Sam’s List is a platform that connects users with independent financial professionals, including accountants, bookkeepers, fractional CFOs, and financial advisors. Sam’s List does not provide, endorse, or guarantee any financial, accounting, or investment services. Some professionals on this platform participate in paid programs for additional visibility or leads. Users are responsible for conducting their own due diligence before engaging with any professional. Learn more in ourTerms of Service.
You may be interested in:
Ian Weiner, CFP(R), CEPA
1 Client Reviews
"For 2+ years, he has advised/supports my financial goals and that will enable me to fully enjoy my retirement lifestyle. I'm about a year away from being non-employed. I highly recommend him. He can make a difference with your resources. No regrets. Call Ian!"
Bull Oak
You work hard for your money. We’ll work hard to help you capitalize on what you’ve earned.
Bull Oak is a full-service financial advisory firm. We provide investment management, financial planning, tax strategy, tax preparation and filing, and estate planning. Our all-inclusive service frees up your time and gives you an optimal wealth management experience with harmony between all aspects of your financial life.
Bull Oak is a full-service financial advisory firm. We provide investment management, financial planning, tax strategy, tax preparation and filing, and estate planning. Our all-inclusive service frees up your time and gives you an optimal wealth management experience with harmony between all aspects of your financial life.
Calculated Wealth
We strive to transform worry and stress into confidence and peace through careful planning delivered consistently while ensuring we’re accessible when you need us.
Find & Connect with Accountants, Fractional CFOs, and Financial Advisors
Company
Professional Services
Help Guides
Sam’s List is a directory for exploring accountants, bookkeepers, fractional CFOs, financial advisors, and wealth managers. We do not provide financial, investment, tax, or legal advice, nor do we recommend or endorse any specific professional. Some professionals participate in paid programs for additional visibility or leads. Users should independently verify any professional before engaging their services. Learn more in ourTerms of Service.
