Matt Johnson, CFP®
Founder and CEO, Defining Legacy Financial Advisors
Matt has over a decade of experience advising retirees and their families. Before founding Defining Legacy Financial Advisors in 2018, Matt was a practicing partner and lead portfolio manager at a prestigious firm in Greensboro, North Carolina. There, he managed just short of $500 million dollars across nearly 200 client households.
He has successfully guided and advised hundreds of clients through every stage of retirement—and has the experience and expertise to manage your family’s wealth, too.
Matt earned a Bachelor of Arts in Business Economics from Wofford College in South Carolina and has been a CERTIFIED FINANCIAL PLANNER™ professional since March of 2011. Matt is proud to serve the Greensboro, North Carolina community, as well as new clients across the country.
A Family-Minded Approach
Matt founded Defining Legacy Financial Advisors because he saw a growing need to reconnect families and their finances. For most Americans, family is a top priority. Grandparents often provide childcare. Adult children provide elderly care. And everyone helps pay for education.
As much as ever, families need each other, and Matt’s program is specifically designed to help prepare families for whatever comes their way. He relates to younger adults who are just starting out in their careers and building their families, yet brings deep financial expertise to those getting closer to retirement.
Whether you’re planning for your child’s education or your own retirement, Matt can help you meet your financial goals. He is approachable, experienced and highly pragmatic—everything you’ve been looking for in a trustworthy financial advisor.