Matt Stephens, CFP

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Wilmington, NC
Matt Stephens, CFP

Matt Stephens, CFP® is an independent financial planner in Wilmington, NC. Matt spends his days guiding clients as they make the leap from career to retirement.

Matt Stephens is financial advisor at AdvicePoint, LLC, a financial services firm based in Wilmington, North Carolina, that specializes in retirement planning, tax-reduction strategies, and charitable planning. He loves simplifying complex financial issues and giving unbiased answers in plain English. His team goes beyond just professional investment management with their client-focused and high-t

ouch approach, building plans as unique as each client. Matt obtained degrees in business administration and communication studies from UNC-Wilmington, holds the Series 66 Investment Advisor and Insurance Licensed, Chartered Retirement Planning CounselorSM, CERTIFIED FINANCIAL PLANNER™, and Behavioral Financial Advisor™ certifications, and was the 2019 recipient of the Wealth Management Thrive Award. Outside of work, Matt enjoys spending time with his wife, Brooke, and their two young children. They attend Port City Community Church, where Matt has volunteered since 1999. His favorite pastime is surfing. To learn more about Matt and AdvicePoint, LLC please visit https://advicepoint.com/

09/12/2023

Not all places offer the same life in retirement. Believe it or not, living your best life as a retiree has a lot to do with where you live. Learn how to choose the ideal place to live as a retiree in our latest newsletter.

Make a better choice about where to live as a retiree.

09/05/2023

Where could you be spending less, living better, and loving life more in retirement? In our latest newsletter, find out what it takes to discover the best place to live in retirement.

Here are the best places for retirees to live.

08/15/2023

Are you traveling soon? Learn how to take the trip of your dreams while also staying safe (and keeping your finances in check). Check out these easy, clever ways to avert vacation disaster and make any getaway safer.

Take the trip of your dreams & stay safe. Here's how.

08/08/2023

Can you spot a travel scam? Gimmicks like free vacations, cheap vacation rentals and more. Some scams are obvious, but some other scams aren’t. Learn how to travel safely and enjoy your trip.

Get ahead of the risk, so you can enjoy your trip more.

08/01/2023

What worries you the most about traveling, or planning a trip? Canceled flights? Lost luggage? Getting scammed abroad? Learn how to stay safe so you can truly enjoy your trip.

Discover clever ways to protect yourself on any trip.

07/06/2023

Do you know as much about finances as you think you do? It’s never too late to learn - take a simple 7-question financial literacy quiz (it’ll take you less than 2 minutes).

Most folks don't score so hot. See how you stack up.

06/29/2023

Most people can’t get 4 questions correct on a simple 7-question financial literacy quiz. How do you measure up? Take the quiz and see if you have any gaps in your financial knowledge.

Take this basic quiz & see how you measure up!

04/19/2023

At AdvicePoint, our goal is to help you stop worrying about your financial future by giving you clarity and empowering you to make decisions that make your dreams a reality. If you don't already have an advisor helping you, schedule a 30-minute introductory call today.

Retirement planning doesn’t have to be complex. Matt became a financial advisor to help people simplify their finances. Here’s his story.

04/17/2023

Let us help you strive to reach your financial goals. Learn more about AdvicePoint here:

As a Financial Advisor in Wilmington, NC, I specialize in Retirement Planning and Investment Management. Schedule a free review today!

04/14/2023

While the concept of documenting every single expense may sound overwhelming (and unachievable) at first, there is a simple solution that could help — it’s called the 50/30/20 budget rule.

Does budgeting make you want to pull your hair out? There is a simple solution that could help — it’s called the 50/30/20 budget rule.

04/12/2023

We would love to work with you. Schedule your complimentary assessment here:

We designed a process to help you (and us) make an educated and informed decision about working together.

04/10/2023

Don't let too much risk ruin your retirement. Discover the key factors to consider when creating your retirement income.

Don’t let too much risk ruin your retirement. Discover the key factors to consider when creating your retirement income.

Address

398 Carl Street Unit 201
Wilmington, NC
28403

Telephone

+19107952711

Website

http://advicepoint.com/

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