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Matt Harris

In by Mission Wealth

Matt Harris, Senior Wealth Advisor

Matt Harris

CFP®

Senior Wealth Advisor

Manhattan, Connecticut, Melville

516-271-2225

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"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."

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.

Learn About Matt Harris

Professional Background

Matt began his career in the financial industry in 2010. He graduated from Hofstra University and has held roles at Charles Schwab, American Investment Planners, Marcum Wealth, and most recently MAI Capital. In addition to working with individual clients and households, he has experience supporting retirement plan clients.

Personal Pursuits

Matt lives in Huntington, NY, with his wife, Linda, his mother-in-law, and their six cats and one dog. In his free time, Matt enjoys reading, listening to podcasts, and watching TV shows, movies, and documentaries. He loves music, especially classic rock, ‘80s pop, new wave, and ’90s rock. As a sports fan, he follows the NHL, World Athletics, tennis, and occasionally the NFL, rooting for whichever team Aaron Rodgers is quarterbacking. He also enjoys spending time with his wife on the back deck where they barbeque, often paired with bourbon.

In the News

021026 RightPath Investments Merger

Mission Wealth Announces Merger with Colorado’s RightPath Investments

Mission Wealth is thrilled to announce our merger with RightPath Investments, a financial planning firm in Frisco, Colorado.
Filing Season Is Here New IRS Rules, Deductions, and Delays to Know in 2026

Filing Season Is Here: New IRS Rules, Deductions, and Delays to Know in 2026

IRS filing season opened January 27, 2026 with major tax changes under the One Big Beautiful Bill Act. Learn about new deductions, credits, IRS delays, and planning opportunities.
Mission Wealth Market Update for 12826

Market Update 1/29/26

The Fed held interest rates steady as economic risks became more balanced. Read our CIO’s outlook on interest rates, market conditions, and long-term portfolio strategy.

About Mission Wealth

Mission Wealth is a nationally recognized Registered Investment Advisory firm (RIA) founded in 2000 known for its service model, driven by a world-class technology stack that offers financial planning, investment counsel, tax strategies, estate planning coordination, philanthropic advice, and asset protection solutions tailored to each client’s needs.

Mission Wealth’s vision is to provide caring advice that empowers families to achieve their life dreams. Our founders were pioneers in the industry when they embraced the client-first principles of objective advice, comprehensive financial planning, coordination with other professional advisors, and proactive service. Mission Wealth is a fiduciary, and our holistic planning process provides clarity and confidence.
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