Meet Matt Williams CFP®

Over the past several years Matt has developed his business to offer creative and innovative investment, financial, business succession, and estate planning solutions to a diverse client base of entrepreneurs, business owners, professionals, and their families in Austin and around the country. Matt has worked with companies on the Austin Business Journal’s “Fast 50” list, as well as Inc 5000 and Inc 1000 companies, and is a frequent public speaker.

Matt is a CERTIFIED FINANCIAL PLANNER™ CFP® PROFESSIONAL and recognizes and abides by the strict duties, obligations, and practice standards outlined by the CFP Board in how he serves his clients and the profession of financial planning.  

Matt has resided in Austin, Texas for over 20 years. He grew up in Baton Rouge, Louisiana and moved to Austin to earn his degree in Music Performance from the University of Texas. Prior to entering the Insurance and Financial Services industry, Matt worked in fundraising and helped raise hundreds of thousands of dollars for non-profit performing arts organizations.

Matt was drawn to the financial services industry because it appealed to his traditional values of family and financial independence, and offered the freedom of running his own business. He founded Williams Wealth Strategies in 2007 and quickly realized he could apply the creativity he cultivated throughout 30 years as a musician to his financial career. “Composing” a truly customized financial solution appropriate for a client’s specific assets and financial objectives requires as much artistry as it does science.

*MDRT is widely recognized as the standard of excellence in life insurance sales performance.
**Matt is a Nautilus Member Agent. The Nautilus Group® is a service of New York Life Insurance Company.

Matt holds the following licenses: FINRA Series 7, 6, 63, & 65 and Group One General Lines, Life, Health, and Disability.