Founding Southbound Wealth

At the end of 2024, I decided to start my own financial planning firm.  I was in a great position that I enjoyed – so why did I do it?

I have worked at large firms, small firms, and most recently at a rapidly growing startup. While I enjoyed my time everywhere I worked and gained valuable and diverse experience, I simply wanted the independence to do things my way and take a client-first approach to financial planning.  I founded Southbound Wealth to serve as a trusted partner to my clients and act in their best financial interest, without the limiting factor of also advancing a corporate firm’s interests.

As an independent firm, I can seek out the very best technology and solutions for clients without having to meet corporate targets or chase incentives.  I operate with a fee-only model – which covers the full range of services that I can provide – rather than upselling or charging commissions.  I nerd out on every client’s financial plan as if it were my own, and a core principle of Southbound Wealth is quality and reliability above all else.  By combining my expertise and customized approach to every client relationship with the best financial planning technology available today, Southbound Wealth is poised to provide exceptional value in financial planning.

I am excited about what the future will bring as Southbound Wealth grows.  I want to give a shoutout to my wife, Katie, for helping me launch this endeavor.  Without her this would truly not be possible!

I look forward to working with you soon,

Matt McCoy, CFP®