Hi, I'm Matthew R. Harris

Helping You Retire Smarter — and Safer — with a Plan You Can Trust

I specialize in Safety-First Retirement Income Planning, helping individuals and families protect their savings, minimize market risk, and create reliable lifetime income — so they can retire with complete peace of mind.

My career in financial planning began while I was still a college student at the Colorado School of Mines, studying Engineering and Economics, playing baseball, and (honestly) playing way more golf than any college student should — thanks, Tyler. I joined the Northwestern Mutual college internship program, and even though it took me almost three months to land my first client, I quickly fell in love with the profession. In 2009, I was honored to be named one of the top interns in the country.

Through that experience, I developed a deep understanding of the technical aspects of financial planning, working closely with an exclusive network of advanced planning experts to build comprehensive financial strategies for over 300 clients. More importantly, I discovered one of my greatest strengths: taking complex financial topics and making them simple, clear, and actionable for my clients.

Today, I combine my technical background with a passion for truly listening — understanding each client's unique goals, concerns, and dreams — and crafting tailored retirement strategies that prioritize safety, predictability, and lifelong financial security.

After years with Northwestern Mutual, I realized I could serve my clients even better as an independent planner — giving me the freedom to shop the market for creative ideas, flexible solutions, and products specifically designed to help each client succeed financially.

When I’m not helping people protect and grow their hard-earned wealth, you’ll usually find me deep in the Colorado mountains — hiking steep trails, camping under the stars, or chasing elk through the backcountry. When I’m not outdoors, I’m outfitting my Toyota Tacoma with way too much off-road gear, spoiling my nephews Henry and William, or hunting down the perfect Manhattan at a hidden-gem restaurant somewhere off the beaten path. 

Faith, family, and helping others build a confident retirement are at the core of everything I do.