Portrait of Matt Harris

Matt Harris CFP®, CPFA®

Senior Wealth Advisor

Based in Melville, Matthew helps retirees, executives, tech professionals, and families navigate retirement income, equity compensation, inheritance, and major life transitions.

Ways to Connect

  • In-person visits
  • Video Meetings
  • Phone Meetings
Request an introduction

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?

What Clients Say About Mission Wealth

07/27/2026

I am delighted to work with you!~ Perfect service and professionalism. Many, many thanks!

07/16/2026

I have been so happy working with the team at Mission Wealth. As I was going through big transitions, and trying to align my financial plan with my goals and life, our work together has given me great peace of mind. That someone had my back. And that "I was on the right path" - these simple words, coming from a trusted partner, have helped me immensely!

06/09/2026

Mission Wealth has been incredibly thoughtful and diligent in establishing a well-balanced portfolio for my personal investments. They've taken the time to understand my goals and risk tolerance, ensuring that every investment recommendation aligns with those interests while maximizing growth. Thanks to Mission Wealth's guidance and expertise, I am in a much stronger financial position today than before.

04/21/2026

It's a huge relief to me to have Mission Wealth overseeing everything for me. There's a level of conscientiousness and follow-thru that I needed. I'm also thrilled with the growth I've seen in my portfolio.

04/21/2026

Every aspect of our relationship with Mission Wealth has been built with trust, respect, and professionalism. We deeply appreciate having such skilled people in our corner, helping us to navigate our financial future.

03/15/2026

Very personalized, quick response times when we have questions. My husband and I have been working with Mission Wealth for several years and have had a very positive experience.

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 Harris, Senior Wealth Advisor

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.

Matt Harris Headshot
Kyle Buffo, smiling and dressed in a blazer, represents professionalism and expertise at Mission Wealth.

Request an Introduction to Matt Harris

Here’s how the first steps work:

  1. 1 Request an introductory conversation
  2. 2 We learn about your goals and priorities
  3. 3 We determine if Mission Wealth is the right fit to help you move forward
Request an Introduction

Our team.
Meet the experts in your corner.

Meet the full team

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

Request an introduction.

Request an introduction.

"*" indicates required fields

This field is for validation purposes and should be left unchanged.
Name*
Address*

By providing a telephone number and submitting the form, you are consenting to be contacted by SMS text message and agreeing to our privacy policy and disclaimers. Message frequency may vary. Message and data rates may apply. Reply STOP to opt out of further messaging. Reply HELP for more information.

Matt Harris Headshot
Kyle Buffo, smiling and dressed in a blazer, represents professionalism and expertise at Mission Wealth.

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 and Mission Wealth may be the right fit to support your life and financial goals.