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Matthew Forney, CFP®, CPWA®
Describe your perfect day?
My perfect day starts with a long hike in the beautiful Colorado mountains. Later, I'd spend time around the table playing games or building LEGO with my kids, and I'd wrap it up cheering as my beloved Pittsburgh Steelers beat the Baltimore Ravens.
What do you most like about your job?
For me, the best part of this work is helping families cut through complexity and create a clear roadmap for the future. Watching their goals become reality, and building relationships that last for years, is what keeps me motivated every day.
Surprise us, something we don't know about you?
I'm always looking for ways to be efficient and organized, even in everyday routines like loading the dishwasher, though my wife often rolls her eyes at me in the process.
How long have you worked in Financial Services?
12+ Years
About
Matt has spent his career helping individuals and families navigate the complexities of wealth management with clarity and confidence. Before joining Domain Money, he served as Director of Client Family Services at Market Street Trust Company, where he guided multi-generational families through all aspects of wealth planning, including investments, estate strategy, tax, philanthropy, and family governance. Earlier in his career, he was Vice President and Wealth Advisor at Tompkins Financial Advisors and held client service roles at Vanguard. He earned his CFP® designation in 2018. Originally from Pennsylvania, Matt now lives in Colorado Springs with his wife, their three kids, and the family dog. Outside of work, he enjoys staying active through hiking, running, and lifting weights, as well as golfing and cheering on his beloved Pittsburgh Steelers.
Education
Bachelor's degree in Finance from West Chester University of Pennsylvania CFP® Certification Certified Private Wealth Advisor®
Expertise
Investments, Budgeting and Cash Flow, Retirement Savings Strategies, Tax Planning, Trust and Estate Planning, Education Planning, Wealth Transfer Strategies, Charitable Giving Strategies.
Experience
Before joining Domain Money, Matt served as Director of Client Family Services at Market Street Trust Company, where he led planning strategy for the firm's multi-generational families, guiding complex estate, tax, and philanthropic initiatives. Prior to Market Street, he was Vice President and Wealth Advisor at Tompkins Financial Advisors in Ithaca, NY, managing investment and planning relationships for high-net-worth families and nonprofit organizations. He began his career in client service roles at Vanguard, gaining foundational experience in investment management and financial planning.
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