Matthew Williams
Matthew helps clients build wealth & achieve their goals, while enjoying snowboarding, weightlifting + time with his husband & their two dogs.
About
Matthew serves Riverstone as the Director of Financial Planning, building on the firm’s investment experience to help clients build long-term wealth through a holistic approach to financial wellbeing. He focuses on breaking down the complexities of various savings programs, investment vehicles, and retirement plans to develop a personalized strategy for each client.
Matthew is passionate about adapting traditional financial advice to meet the unique needs of one’s chosen family, especially within the LGBTQ+ community. Whether that includes family planning, nonprofit giving, a nephew’s college tuition, or an early retirement, he enjoys developing a relationship with clients to build and maintain a plan to achieve their goals.
After graduating from Georgia Tech in 2007, Matthew worked in various strategy, development, and analytics roles at Google, Gap Inc, and Delta Air Lines. These experiences fostered a healthy disregard for the impossible and a belief that there are always positive outcomes waiting to be discovered. Applying this mantra to financial planning, he enjoys working through complex issues to help clients reach their goals.
Beyond financial planning, Matthew is an avid snowboarder and weightlifter. He and his husband have two dogs, Hendrick the Boxer and Harry the Labradoodle. Matthew serves on the board for Up3, and he and his husband are avid supporters of Atlanta’s local NPR station, WABE.
Giving Back
Up3
STEPS is a program that gives individuals an opportunity for a better life. It was designed to help those who are willing to change, by equipping them with the tools, resources, and encouragement they need. At STEPS, we believe in the dignity and worth of every person. Our job is to locate hindrances, physical or otherwise, that stand between an individual and their success, and help them to rectify those hindrances however possible. STEPS not only looks at the immediate needs of the individual or family, but also at their long term well-being. The aim is to not provide a band-aid, but to provide long term solutions.
WABE
STEPS is a program that gives individuals an opportunity for a better life. It was designed to help those who are willing to change, by equipping them with the tools, resources, and encouragement they need. At STEPS, we believe in the dignity and worth of every person. Our job is to locate hindrances, physical or otherwise, that stand between an individual and their success, and help them to rectify those hindrances however possible. STEPS not only looks at the immediate needs of the individual or family, but also at their long term well-being. The aim is to not provide a band-aid, but to provide long term solutions.
We’ll have a relaxed chat focused on you and your goals, talking through what you’re aiming for and how we can help make it happen!