Matthew W Fortney, MBA, CFP®

Financial Planner

Matt Fortney is a CERTIFIED FINANCIAL PLANNER™ who advocates for the clients he serves. He currently operates his advisory practice out of the firm’s Shelton, Connecticut office. There he is housed with his business partner, Leonel Calderon and their support team of Marty Accardi, Client Service Associate and Queenie Diggs, Administrative Assistant. Matt founded his practice with the goal of evolving the advisory paradigm into one that listens, learns and uncovers a plan of action for clients. His ability to prioritize wants and needs based on his more than 20 years of experience sets him apart from others in the industry. By applying goal based planning techniques with risk tolerance, time horizons and ongoing income requirements, Matt is able to provide objective advice to an extremely diverse clientele with efficiency and impact. A majority of new clients find Matt by referral from one of the many clients he currently serves.

Matt’s affiliation with LPL Financial further enhances the top-shelf resources and spectrum of strategies his clients enjoy. LPL allows Matt to offer independent financial guidance and advice with a versatile product, technology and compliance platform.  LPL is recognized as the largest independent broker dealer in the United States and one of the largest broker/dealers by number of advisors.* Prior to joining LPL, Matt was a Financial Planner and Investment Advisor Representative with Barnum Financial Group, a MetLife office.

Matt has been recognized 7 times by Connecticut Magazine as a Five Star Wealth Manager, a meaningful industry honor**. Matt holds his Series 6, 7, 63 and 65 with LPL Financial.  He earned his Masters of Business Administration (MBA) from University of Connecticut and his Bachelor’s degree in Media Studies from Sacred Heart University. Matt has previously hosted financial talk shows on two radio stations and has written financial articles for the Naugatuck Patch.  He gives back to his community as a Board Member for multiple non-profits including the Naugatuck YMCA, Naugatuck Education Foundation, VNA of South Central Connecticut and the Rotary Club of Naugatuck.  Additionally, he is a recipient of the Van Allen Medal from the United Way of Naugatuck and Beacon Falls for his extraordinary community service.  

He and his wife reside in Naugatuck, Connecticut with their three children.  He is an avid baseball fan and player and spends his free time competing in numerous leagues.

 

*As reported by Financial Planning magazine, June 1996-2021, based on total revenue

**Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2014, 2015, 2017, 2018, 2019, 2020 or 2021 Five Star Wealth Managers.

Phone 888-229-1833
Fax 860-345-5326