Matt-Magee, CFP®
We help successful professionals invest $1–$10 million with expert advice, lower taxes, and financial peace of mind.
0
Client Reviews
0.75% to 1.25%
Percentage of Assets (AUM)
Meet The Team Behind Matt-Magee, CFP®
Matt Magee
Are You Our Ideal Client?
We work best with people & businesses that fall into these categories.
Financial Requirements
Minimum Investible Assets
$1,000,000
Minimum Annual Income
N/A
Specialties We Work With
Services We Offer
✔ Alternative Investments
✔ Cash Flow Planning
✔ Debt Management
✔ ESG/Impact Investing
✔ Estate Planning
✔ Executive Compensation
✔ Family Office Services
✔ Financial Advice & Coaching
✔ Financial Planning
✔ Insurance/Risk Management
✔ Life Transition Planning
✔ Portfolio Management
✔ Real Estate Advisory
✔ Social Security Planning
✔ Wealth Management
✔ Asset Allocation
✔ Business Succession Planning
✔ Charitable Giving
✔ College/Education Planning
✔ Education Planning
✔ Exit Planning
✔ Insurance Planning
✔ Investment Management
✔ Liquidity & Exit Planning
✔ Trust Services
✔ Tax Strategy
✔ Risk Management
✔ Retirement Planning
✔ Portfolio Rebalancing
✔ Philanthropic Planning
✔ 401(k) & IRA Management
Our Ideal Client Profile
My ideal client is a successful business owner or professional with $1–$10 million in investable assets. They value expert guidance, want to reduce taxes, and seek a clear, confident path to long-term financial security. They’re driven, financially savvy, and ready to partner with a firm that brings clarity and discipline to their wealth strategy.
We're Probably Not A Good Fit If
✗ 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.
How We Work
1
Introductory Conversation
This is where we begin to see if we're a mutual fit and if we can deliver value to your situation.
2
Follow Up Meeting/ Review Financial Plan if Built Out
This meeting can go many different ways, but we usually have built out a financial plan and determine if it makes sense to work together.
3
Onboarding
This is where we gather statements, sign paperwork, open accounts, and transfer accounts. We make sure we're totally aligned on investments and a plan is in place for how accounts will be invested.
4
First Review Post Transfer
Review all the transfers, handle any remaining administrative work. Then get to work on larger projects and financial goals. Set the cadence of communication and meeting schedule.
Behind The Scenes At Matt-Magee, CFP®
Tax Strategies for Wealthy Investors
Estate Planning Essentials
Philanthropic Giving in 2025 and 2026
The One Big Beautiful Bill
Creating Financial Systems that Work
Taking Appropriate Risk
Reducing Financial Strain
Transparent Pricing
I work with investors with $1 to $10 million in investable assets. We view our clients as long term partners and we invest & plan accordingly.
0.75% to 1% Percentage of Assets (AUM)
Frequently Asked Questions
Get answers to the most common questions about Matt-Magee, CFP®
When should high-net-worth individuals consider hiring a financial advisor?
You should consider hiring a financial advisor once you reach around $500,000–$1M in investable assets or if your finances become complex due to business ownership, inheritance, or multiple properties. For high-net-worth families with $1–10M, an advisor can add significant value through tax planning, estate strategies, and personalized wealth management.
Do wealthy people really need financial advisors, or can they manage wealth on their own?
Most wealthy individuals do use financial advisors; studies show 70–90% of high-net-worth families work with one. Advisors provide expertise in tax efficiency, estate planning, and long-term strategy. Even sophisticated investors often outsource to save time and avoid costly mistakes.
What should high-net-worth families look for in a financial advisor?
Look for an advisor who is a fiduciary (legally required to act in your best interest), has experience with $1–10M+ clients, and offers holistic planning that goes beyond investments. This includes tax strategies, estate planning, and personalized service tailored to your goals.
How can a financial advisor support divorced women or non-financial spouses after a divorce?
A financial advisor can help newly divorced or non-financial spouses by building budgets, projecting long-term income needs, and managing settlement assets. They also provide education and guidance so clients feel more confident making financial decisions on their own.
Is paying 1% to a financial advisor worth it?
It can be worth it if your advisor provides more than just investment management. For high-net-worth families, paying 1% often makes sense when it includes tax strategies, estate planning, and ongoing personal guidance. The long-term savings and risk reduction often outweigh the fee.
About Matt-Magee, CFP®
mForce Capital helps successful professionals with $1–$10 million to invest make smarter financial decisions through personalized, tax-efficient strategies. We cut through complexity to deliver clarity, confidence, and long-term financial security. With deep expertise and a disciplined approach, we serve as your trusted partner in building and protecting wealth.
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.
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