I have been with Mission Wealth for 16 years and have been very impressed with this firm. The advisors are professional, knowledgeable, and caring toward their clients. They fulfill their fiduciary obligations well and are always looking to improve your portfolio. I strongly recommend them.
Matt Harris CFP®, CPFA®
Based in Melville, Matthew helps retirees, executives, tech professionals, and families navigate retirement income, equity compensation, inheritance, and major life transitions.
Ways to Connect
Who Matt Typically Helps
Pre-retirees and retirees, executives with equity compensation, tech professionals, families navigating inheritance, individuals going through divorce, widows and widowers, multigenerational families.
Serving Clients in
New York City • Long Island • Huntington • Melville • Greenwich • Communities throughout the New York metropolitan area and Connecticut
Available nationwide through virtual meetings
Questions Matt Helps Answer
- How can I prepare for retirement and create sustainable income?
- How should executive compensation or a career change affect my plan?
- How should I integrate an inheritance into my financial plan?
- What should I prioritize financially during divorce or after losing a spouse?
- How can I coordinate tax and estate planning?
The testimonials included here are from current clients. Clients were not compensated and there are no material conflicts of interest. See our website for a representative list of all testimonials received.
As a Senior Wealth Advisor at Mission Wealth, Matt Harris works closely with clients to understand their unique financial situations and goals. Through careful analysis of their current investments, Matt delivers personalized solutions that include financial planning, estate planning, asset protection, wealth management reviews, and tax planning to help clients achieve their goals. With a focus on building long-term relationships, Matt leverages his expertise to provide clients with tailored advice and guidance.
I’m passionate about helping simplify the financial process so clients can focus on what matters most in their lives. Seeing clients gain confidence and thrive is what motivates me every day. Being part of their journey is a privilege I truly value.
Matt’s Frequently Asked Questions
New clients can expect a collaborative and personalized experience focused on listening first. Matthew takes time to understand what matters most, then helps simplify complex decisions into a clear, actionable plan. His communication style is transparent and responsive, ensuring clients understand both the recommendations and the reasoning behind them. Above all, he strives to help clients feel heard, informed, and confident about their financial future.
Professional Background
Matt began his career in the financial services industry in 2010 after earning his undergraduate degree from Hofstra University in 2009. He later earned his MBA from Hofstra University in 2012. Throughout his career, Matt has held positions at Charles Schwab, Marcum Wealth, MAI Capital Management, and now Mission Wealth. In addition to advising individuals and families, he has experience supporting retirement plan clients and helping organizations navigate fiduciary responsibilities.
Personal Pursuits
Matt resides in Huntington, New York, with his wife, Linda, his mother-in-law, and their six cats. Outside of work, he enjoys reading, following sports, listening to music and podcasts, and spending time with family and friends.
Request an introduction to Matt Harris.
Join us for a complimentary introductory conversation with our team. We’ll learn more about your goals, answer initial questions, and help determine whether Matt Harris and Mission Wealth may be the right fit to support your life and financial goals.
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Our team.
Meet the experts in your corner.
Aaron Quintero
Client Service Representative
Abby Chajon
Operations Director
Adam Broughton
CFP®, CPWA®
Partner and Senior Wealth Advisor
Adam Silva
CFP®
Wealth Advisor
Adella Frender
Wealth Advisor Associate Intern
Aimee Gibbings
Operations Manager
Alejandro Segovia
Investments and Billing Specialist, Mergers
Alex Teklu
Technology Specialist
Alexandra Freres
Director of Finance
Alexia Soto
Senior Investment Operations Associate
Alexis Melgoza
Operations Specialist
Alison Miller
CFP®
Senior Wealth Advisor
Allison Modrak
CFP®
Wealth Advisor
Amanda Avila
AWMA™, AAMS™
Wealth Advisor Associate
Analisa Martin
Wealth Advisor Associate
Andrew Conway
CFP®
Senior Wealth Advisor