Matt Harvey MBA, CFP®

Matt Harvey serves as Executive Vice President at HFG Wealth Management, continuing to lead the Financial Planning Department while taking on expanded responsibilities for adviser training and development. In this role, Matt provides strategic oversight to ensure consistency and excellence across HFG’s service model, reinforcing the firm’s commitment to delivering exceptional client experiences. Matt approaches wealth planning with a clear purpose: helping clients create their best possible lives through comprehensive, holistic strategies. His passion for education and relationship-building drives him to empower families across generations, fostering financial literacy and legacy planning that lasts well into the future.

Initially starting with HFG Wealth Management in 2018, Matt rejoined the firm in May 2023. He holds a bachelor’s degree in business administration and an MBA in finance from the University of Central Arkansas, where he is an active member of the Alumni Association. Matt is a licensed Investment Advisor Representative with the CERTIFIED FINANCIAL PLANNER™ professional designation. Matt lives in Cypress with his wife, Audrey, and their young son, Lucas. In his free time, he stays active outdoors and enjoys traveling, particularly to tropical destinations with beautiful beaches. However, Matt’s greatest joy is spending time with family and friends.