At Liv Wealth Management, we believe that financial well-being extends beyond numbers—it’s about aligning wealth with your life’s deeper purpose. Inspired by the Nordic philosophy of balance and intentional living, we guide our clients in making financial decisions that reflect their values, aspirations, and long-term vision.
Matt’s journey into wealth management was shaped by a simple but powerful commitment: putting human connection first and helping clients do the same. His most important human connections are his family.
His career began in industrial engineering, but his passion for financial planning led him to transition into the financial industry over 20 years ago. After four years at a large firm, he realized that a more personalized and values-driven approach was needed, prompting him to start his own independent firm in 2009.
For nearly a decade, Matt led his firm with a focus on client-first financial planning. In 2019, he brought on a partner and helped steer the company through a period of significant growth. But as the business expanded, Matt found himself more focused on operations and management—drifting away from the client relationships that made his work fulfilling. Realizing that human connection was at the heart of his passion, he founded Liv Wealth Management to return to what he loves most: working directly with individuals and families to align their financial choices with their lives.
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Beyond his role as a wealth manager, Matt is deeply engaged in the wellness and adventure community. He is an active member at FitHAUS, a local wellness community, and a guide at ASCENT, a local learning community dedicated to personal growth through wellness, adventure connection, and pursuit. When he’s not helping clients, he enjoys cooking, outdoor adventures, and supporting his kids on and off the soccer field. Matt and his wife, Katie, have been together for nearly two decades, raising four children and a quirky, lovable dog in Long Lake, MN.
The name Liv comes from the Nordic word for "life"—a philosophy that embodies the heart of our firm. The Nordic way of life prioritizes balance, fulfillment, and well-being beyond material wealth, and that perspective is woven into everything we do. We believe that true financial success isn’t just about growing assets—it’s about ensuring your money supports the life you want to live.
At Liv Wealth Management, we recognize that financial planning is more than just a numbers game. Every financial choice has an impact on the people and causes that matter to you. That’s why we take a holistic approach—helping you design a financial path that aligns with your values, giving you confidence in the present and security for the future.
Ensuring your financial choices reflect your priorities and long-term vision.
Creating tailored financial plans designed to bring stability, confidence, and peace of mind.
Acting in your best interest with full transparency and no hidden agendas.
We believe that financial planning is most impactful when it prioritizes people over profits.
Our clients aren’t just looking for portfolio management—they want a trusted partner who understands their bigger picture. Whether you’re a business owner, a family focused on long-term security, or an individual seeking to align your investments with your values, we’re here to support you.
We work best with people who:
Value human connection and want their wealth to support a fulfilling life.
Seek financial clarity and guidance without sales pressure or conflicts of interest.
Understand that financial decisions should align with both their personal values and long-term goals.
If that sounds like you, we’d love to start a conversation.