Matt Harvey


Associate Wealth Advisor

2415 Sunset Boulevard
Houston, TX 77005

Matt Harvey
Matt Harvey

Professional Certifications


About Matt

Matt approaches wealth planning with the goal that his clients receive the support they need to create their best possible lives. As an Associate Wealth Advisor, he looks to accomplish this by working with his advisory team to help ensure that client relationships continue to flourish and by bringing a strong education mindset to his clients’ diverse set of personal and professional goals.

While Matt initially set out to be a teacher, he developed an interest in the markets and soon came to learn that wealth planning can be the perfect marriage between finance and education. That’s why one of his favorite aspects of wealth planning is having the opportunity to work with several generations of a family, giving each one the resources and tools it needs to create a legacy of financial literacy lasting far into the future.

Prior to joining Buckingham in December 2021, Matt spent several years at a wealth management firm based in The Woodlands, Texas, where he served most recently as an associate wealth advisor.

He earned his bachelor’s degree of business administration in 2019 and his MBA in finance in 2020, both from the University of Central Arkansas, where he is an active member of the Alumni Association. Matt also has a Series 65 license and holds the CERTIFIED FINANCIAL PLANNER professional designation through Northwestern University. He also does pro bono work through the Wesley Community Center based in Houston.

Matt lives in the Houston area with his wife, Audrey, and their infant son, Lucas. In his free time, Matt stays active outdoors and he likes to travel (especially to tropical destinations with beautiful beaches). An avid sports fan, Matt’s greatest joy is spending time with family and friends.