Michael A. Matheson, CFP®, CRPC, CFS®, CDFA
CERTIFIED FINANCIAL PLANNER™ Professional/ Founder
Michael Matheson is honored to work with clients through his unique “Client First” process of Advice, Guidance, and Direction. He and his team draw on 80+ years of client-first financial services experience to help build, implement and provide direction on each client’s financial path. Whether it is a retirement decision, education planning, investment planning, estate planning, insurance strategy planning, or any other financial planning topic, Michael understands how to partner with his clients to provide financial strategies and solutions to fit their lives. With a strong ability to make clients feel comfortable and his encouraging nature, Michael is fully committed to adding value to all of their financial decisions.
Michael started his financial services career in 1987 with IDS Financial Services. While there, he earned numerous recognitions, including the prestigious Service Ethic Award. In 1990, Michael was asked to join the financial advisory practice of a top American Express advisor. Together, the practice grew to one of the top ten practices in the country. In 1992, Michael became a partner in the practice and continued to build his reputation of integrity and exceptional service. During his time with American Express Financial Advisors, he achieved many accolades including being named to the President’s Advisory Council, recognizing the top one percent of financial advisors throughout the United States.
Because of his financial experience, Michael has worked with well-known organizations to deliver education to executives and employees. Clients have included West Publishing, Best Buy, and American Express. In addition, Michael has appeared on the WMMN radio show “The Amex Financial Advisor” and he provided the weekly stock market report with Rita Maloney on KCCO business talk radio. Printed publications such as the Wall Street Journal, Minneapolis Star and Tribune, and Money magazine have also interviewed Michael on financially-related topics.
In 2005, Michael joined Financial Dimensions Group Inc., an existing branch of an independent financial services broker-dealer, Royal Alliance Associates Inc. The flexibility of independent financial advice and financial product selection has proven to be a positive and welcome change for both Michael and his clients. To date, Michael has earned the following designations: CERTIFIED FINANCIAL PLANNER™ professional, Certified Fund Specialist (CFS®), Certified Retirement Planning Counselor (CPRC), and Certified Divorce Financial Analyst (CDFA) designations. These certifications, along with his diligent commitment to clients, have helped him cultivate a well-known reputation within the financial services industry.
Michael lives in Maple Grove, Minnesota. He is blessed to have an incredible family and enjoys spending time with his wife, Shawna, daughters Katelyn and Marisa, and son, Andrew. His family is rounded out with Cheeto (the Boston Terrier), Sammy (the Ragdoll cat), and an unnamed fish. He enjoys singing, golfing, traveling, and involvement in Katelyn’s school and church activities. Building quality relationships with friends and family are always a priority as well for Michael.
Get to Know Michael:
Favorite Sports Team – Minnesota Vikings (a passionate fan!)
Favorite Movie – The Blues Brothers
Hidden Talent – Michael sings in a 90’s alt-rock band and has performed in several bands over the years
Hidden Nickname – Elvis
Favorite Musician – Dave Grohl