Hi, I am
Financial Advisor
Meet Matt Williamson, your trusted advisor for active investing. A skilled trading coach and soon-to-be published author of the Options QuickStart Guide, Matt brings his expertise in volatility, hedging, and options trading to the table. He is a valuable resource for those seeking to navigate the market and make informed investment decisions.
Fee-only advisors can't receive kickbacks for investments they recommend. This removes conflict of interest when serving you as a client.
Fiduciaries are legally obligated to provide advice in the best interest of the client, unlike other advisors who only ensure their advice is "suitable."
Beyond financial expertise, Matt Williamson brings a rich tapestry of life experience to the table.
Believe it or not, a paper trading project in elementary school sparked my lifelong fascination with finance. It's been with me ever since!
A music degree from the University of Montevallo launched an unexpected journey - rocking out as a professional guitarist and meeting icons before fate steered me toward financial expertise.
In 2011, I found my soulmate and got married. We started building a life together.
I had the opportunity to share my knowledge of options trading as a subject matter expert in the finance industry.
Concurrent with the arrival of our baby, we bought an apartment in NYC which was quite an adventure! The market was crazy competitive, but we found our place and made it work.
The greatest joy of my life arrived – my daughter, Annabelle. Fatherhood changed everything for the better.
A misstep with volatility forced us to downsize and rebuild, but we faced it as a team and came out stronger.
My wife and I conquered a $75k debt and avoided credit card balances, but strategically used rewards!
The company's growth and strong leadership impressed me. I knew it was the right place for me to leverage my experience and be part of a winning team.
"Alternative investments offer a unique proposition, breaking the traditional investment mold to unlock diverse opportunities and potential for significant returns."
"Fixed income forms the bedrock of stability in a diversified portfolio, offering security and steady income. They embody a prudent choice for investors aiming to safeguard their capital while ensuring a steady income flow."
Running a small business is demanding. Matt gets it. He's helped entrepreneurs like you navigate the complexities of business finance. From cash flow to taxes to investments, Matt will create a plan that keeps your business growing and your personal finances on track. Let Matt handle the finances, so you can focus on what you do best – running your business.
Considering advanced investment options? Matt's understanding of hedge funds can be your advantage. He'll navigate this complex area with you, crafting a strategy that aligns with your risk tolerance and long-term goals. This approach aims for strong returns while managing your overall portfolio risk.
Matt can help you diversify beyond stocks and bonds. He's familiar with alternative investments like real estate or private equity. Together, you can build a plan that fits your risk comfort level and long-term goals. This approach aims to spread out your investments and potentially increase returns.
Matt's expertise in fixed income strategies creates custom bond portfolios that fit your risk tolerance and income needs. These portfolios offer stability, predictable returns, and the potential for long-term growth. With Matt, you can invest in fixed income with confidence, knowing your portfolio is built for your long-term goals.
Emotions can cloud investment decisions. Matt understands this. He uses his knowledge of behavioral finance to help you identify and manage these biases. This keeps your focus on long-term goals, not short-term feelings, leading to smarter investment choices.
"Outstanding professionals who deeply care for their clients."
