Matthew C. Heffington

Senior Investment Advisor

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  • Financial Advisor

(901) 291-5502

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Matthew specializes in working with family groups and institutional clients to create highly personalized strategic wealth plans designed to foster long-term financial sustainability and growth. Additionally, Matthew consults on corporate executive compensation, philanthropic planning, and next-generation financial education.

Before joining the firm in 2014, Matthew spent five years with the Sharpe Group, a nonprofit consulting firm where he worked with nonprofits across the country in high-net-worth planned giving. Along with writing articles for the company’s monthly consulting periodical, Matthew managed the operations of a business unit that created, delivered, and maintained proprietary web-based financial calculation modules. These modules allowed nonprofit donors to collaborate with their advisory teams to navigate various sophisticated charitable gift plans.

Matthew received his B.S. in business administration from the University of Tennessee and holds an M.B.A. from the University of Memphis. He is an active volunteer with his church and ALSAC, the fundraising arm of St. Jude Children’s Research Hospital’s executive team. In addition to his over 7 years working in the nonprofit industry, Matthew founded a charity event that benefits the Juvenile Diabetes Research Foundation. As a native Memphian, Matthew holds positions of leadership on multiple local charity boards and spends his time away from the office fly fishing, hunting, and skiing.

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