Matt Harris

CFP®

Senior Wealth Advisor

Manhattan, Connecticut, Melville

"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

Photos that celebrate Seth Streeter's Retirement Announcement from Mission Wealth

Mission Wealth Announces the Retirement of Co-Founder Seth Streeter After 26 Years of Leadership and Impact

After more than 26 years of visionary leadership, Mission Wealth celebrates the retirement of Co-Founder and Chief Impact Officer Seth Streeter. From helping build one of the nation’s leading independent wealth management firms to championing life-centered planning, community impact, and meaningful relationships, Seth leaves behind a legacy that will continue to inspire our team, clients, and communities for generations to come.

Mission Wealth Named 2026 Company of the Year by the South Coast Business & Technology Awards

Mission Wealth is honored to receive the 2026 Company of the Year award from the South Coast Business & Technology Awards in Santa Barbara, recognizing our commitment to clients, community, and purpose-driven growth.

What Is Asset-Based Long-Term Care Insurance and Is It Right for You?

Learn how asset-based long-term care insurance works, its benefits, drawbacks, and how it can help protect retirement assets and legacy goals.

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.