Matt Logan, CFP®, AIF®

Financial Advisor, Founder

Contact Matt Logan, CFP®, AIF®

Fill out the form to send a brief email to [email protected]

This field is for validation purposes and should be left unchanged.

About Matt

Matt Logan, CFP®, AIF®, is our Founder & Wealth Manager. Matt leads with a planning-first, relationship-driven approach for clients seeking clarity, coordination, and long-term confidence without sales pressure or one-size-fits-all advice.

Matt’s global perspective was shaped early through formative years abroad in Budapest and Tokyo, sparking a lifelong interest in how markets, currency, and real-world decisions connect.

Matt earned his degree in Economics from the University of North Carolina at Chapel Hill, earned his Certified Financial Planner®, and became an Accredited Investment Fiduciary®. He has spent his career helping families navigate major life transitions, changing markets, and the financial complexity that often comes with business ownership and generational wealth.

At TMRW Wealth, Matt is known for turning complexity into clear next steps and for coordinating the full wealth picture—investment management, comprehensive financial planning, tax-aware strategy, and estate planning coordination—into a single, actionable plan. He works closely with clients and their trusted professionals, including CPAs and estate planning attorneys, to keep decisions aligned and to ensure follow-through over time.

Matt currently serves on the AuthoraCare Collective board. He strongly believes in their mission to provide support to those receiving hospice care, to children, and families coping with loss. In his spare time, Matt enjoys travelling, fly fishing, and embarrassing his teenage daughters. 

Broker Check Logo