Matthew Dorsey
Financial Advisor
CFP®, ChFC®
Contact Matthew
Team Office
Matthew’s Locations
Houston, TX 77027 (713) 400-8000
About Matthew
Matt began his career in financial services and private equity in 2019 at Morgan Stanley, where he supported the development of comprehensive financial plans for clients. He later joined Egon Zehnder, providing professional services and advisory initiatives to private equity firms.
Matt currently serves as a financial advisor at Wealth Enhancement, where he has spent his time working closely with individuals and families to deliver objective, comprehensive financial guidance. In this role, he partners with clients to understand their unique financial circumstances and long term objectives, helping them navigate complex decisions through personalized strategies across financial planning, investments, and wealth management. Matt is recognized for his disciplined approach, attention to detail, and commitment to providing clear, thoughtful advice aligned with each client’s goals.
Matt resides in Houston, Texas, with his wife, Savanna, and their dog, Lady. He is actively involved in the community as a frequent volunteer with The Periwinkle Foundation. In his free time, Matthew enjoys playing sand volleyball & pickleball, traveling, and attending bourbon tastings and brewery tours.
Education
- MBA – Business Administration, Finance, University of New Mexico
- BA - Interpersonal Communication, University of New Mexico
Additional licenses and designations
- Insurance License
What working together looks like
While completing my MBA, I developed a strong interest in investing and the power of compounding. Financial planning gave that interest a greater purpose. I found a career where I could build meaningful relationships, solve complex problems and help people make thoughtful decisions about their futures.
I enjoy giving clients greater clarity and confidence as they make important financial decisions. Whether someone is preparing for retirement or thinking about the legacy they want to leave, I value getting to know what matters most to them and helping turn those priorities into a thoughtful plan.
Successful client relationships are built on mutual trust, open communication and shared accountability. I strive to understand each client’s priorities and explain recommendations clearly. When clients are comfortable sharing the full picture and we remain engaged with one another, we can build a more thoughtful and meaningful plan.
Outside of work, I enjoy staying active with my wife. We spend much of our free time playing sand volleyball, pickleball and just about any sport that gets us outdoors. As a former college soccer player, competition and an active lifestyle have always been an important part of who I am.
I am proud of completing both my undergraduate degree and MBA in four and a half years while competing as a college soccer player on scholarship. That experience required discipline, focus and time management. I have continued that commitment to learning by earning the CFP® and ChFC® designations.
One coordinated team, built around your plan
Our advisory teams work best with households that have $500,000 or more in investable assets.
Ready to talk now? Call 763-401-5685.
(Weekdays 8am–6pm Central)
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