When You Need a Financial Planner in Alpharetta, M Wealth Group is There.

Martin and Chelsea are wonderful to work with! We have been with them for about 8 years now. They make you feel like YOU are their ONLY client...they give very warm and yet professional guidance in all things finance!
— M Rieder
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financial planner alpharetta
MARTIN & CHELSEA MATTHEWS
M Wealth Group
HELPING CLIENTS SUCCEED
For 15+ years
M WEalTH GROUP

Your #1 choice for a financial planner in Alpharetta

Welcome to M Wealth Group, where our mission is to fortify your financial stability and guide you towards a future filled with wealth building and confidence. 

Led by the experienced financial planners, Martin & Chelsea Matthews, we are dedicated to transforming your financial narrative through education and empowerment. Our approach goes beyond simply managing your wealth - it's about equipping you with the knowledge and tools to make informed financial decisions aligned with your life's ambitions. 

By combining their extensive expertise with a genuine passion for empowering clients, Martin and Chelsea have helped numerous individuals and families strengthen their financial foundations and achieve financial freedom. We invite you to book a call with us and see how proper financial guidance can unlock your full wealth potential.
Our Services
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Our financial services

At M Wealth Group, we understand that no two financial situations are alike. That's why our services are tailored to address your unique needs and aspirations. Whether you're focused on retirement planning, building wealth, or creating a legacy for future generations, we provide personalized guidance to help you achieve financial freedom.

Custom Financial Planning

We dive into your financial world to craft a strategy aligned with your specific goals and dreams. It's not just numbers on a page - it's a roadmap to reach your ideal financial future.
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Retirement Planning

Retirement should be a time of comfort and security. We provide income strategies to help you retire on your terms, with steady, reliable income that withstands market turbulence.
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Be Your Own Bank

Our innovative solutions leverage vehicles like life insurance to help you build wealth efficiently. We show you how to become your own bank and access funds strategically.

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Estate Planning

We help you protect your legacy through customized estate planning. Our strategies provide peace of mind that your assets and wishes will be honored when you're gone.

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Your Partners in financial success

Our professional team

At M Wealth Group, our experienced team of advisors makes your financial success our top priority. We take a personalized approach to understand your unique goals and empower you to take control of your finances so you can thrive on your own terms. Our founders, Martin and Chelsea Matthews, bring over 15 years of combined experience helping individuals, families, and businesses achieve financial freedom. Our licensed financial advisors, consultants, and financial professionals work closely together to provide tailored guidance based on a comprehensive view of your financial life.

Martin Matthews

Co-Founder

Chelsea Matthews

Co-Founder

Daniel Kravitz

Financial Professional

Linda Nguyen

Operations

Maria Webb

Consultant

Chris Scully

Consultant
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Why choose us?

At M Wealth Group, our mission extends beyond just managing your wealth. We aim to educate and empower you to achieve financial mastery. By choosing us as your partner, you gain more than just a financial advisor - you gain access to invaluable education and resources to make informed decisions. Here are the top reasons to choose us:

  1. We craft financial plans tailored to each client's unique goals.
  2. We thoroughly assess your full financial position to ensure our strategies align with where you are today and where you aim to be long-term.
  3. We're able to select optimal solutions from diverse providers to find the ideal fit for you.
  4. By combining wealth management and life insurance expertise, we kickstart strategies to accelerate your wealth growth.
  5. Our strength lies in our committed team of advisors passionate about finances.
  6. With decades of experience across businesses, individuals, and families, we provide guidance you can trust.
  7. At our core, we are partners invested in your long-term financial success. 


At M Wealth Group, your prosperity is our top priority. Contact us today to schedule an introductory call!

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financial education & empowerment
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success stories
Real people, real results
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  • "These guys are great! They are very knowledgeable about financial management, and helped my fiancé and I plan out the best route to build our wealth! Chelsea and Martin are super nice and a joy to work with. After talking with them I really feel like I have a complete knowledge and control over my finances, and can build for the future!"
    - Preston D
  • "...Martin and Chelsea are super fun, great at teaching and have so many years of experience between them. This such be an expensive course yet they are giving all this value for free. I highly recommend it to anyone looking to grow their financial literacy..."
    - Wes
  • "Martin & Chelsea Matthews are a power couple who deliver very valuable information on financial literacy. They do it in such a clear & entertaining way that leaves me hungry for more. I have already begun to implement the information from their trainings, both, as the spouse that manages the cash flow of the home, and in my business. My husband & I are looking forward to amazing results!"
    - Kendra O.

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M Wealth Group
M Wealth Group
Together, Martin and Chelsea use their professional expertise and life experiences to provide personalized financial strategies to help clients achieve their goals.
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