Matthew Daugherty

CFP®, CRPC®

Private Wealth Advisor
CERTIFIED FINANCIAL PLANNER™ practitioner
A private wealth advisory practice of Ameriprise Financial Services, LLC
  • Financial advice

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  • Connect with us

    If you have financial questions or want to schedule a meeting or consultation, get in touch.
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  • Key tax considerations

    Tax planning is an important part of any financial strategy throughout the year, not just in April.
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Background and qualification information is available at FINRA's BrokerCheck website.

Our Credo

Our mission is to help professionals make more confident financial decisions that will help simplify their lives, reduce stress and pursue financial freedom. We do this through a collaborative advisory experience where doing the right thing and empowering action are our priorities.

Our service focused client experience goes beyond the numbers. We are committed to helping you engage in financial behavior change that will help you live a balanced life.

We enjoy using our time, talents and treasure to improve our communities and to build financial literacy.

Who we work with

We focus on working with professionals who live modest lifestyles and aspire to simplify their lives and reduce the stress that comes with executive benefit plans. We have helped many these individuals transition into retirement over the years, which is why we also focus on working with people nearing or in retirement who have accumulated assets over $750,000 and who want to make informed decisions before and during retirement.

My videos

2 videos

The Ameriprise difference

Ask me about tracking your goals online
Having ongoing access to your goals and progress can help you feel confident, connected and always in control of your financial life.

Gauge your retirement readiness

Our 3-Minute Confident Retirement® check can help you start finding the answers to your questions. Gauge your retirement readiness and see where you stand.

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Moving ahead in uncertain times

The key to success when the markets are uncertain is keeping a level head. That’s easier with financial advice from an advisor who understands you and today’s markets. (0:15)