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Matthew Fortenberry, CFP®

Matthew Fortenberry, CFP®

Financial Advisor

Denver , NC

Matthew Fortenberry is a dedicated and passionate financial Professional with Equitable Advisors and Alpha Omega Financial, LLC, where he brings his experience and commitment to helping clients achieve their financial goals. Matthew's journey into the financial world was inspired by his father, Jim, who has also had a successful career with Equitable Advisors, leaving a lasting impression of the positive impact that thoughtful financial planning can have on clients' lives. From an early age, Matthew knew that he wanted to continue this legacy of making a difference in people's financial well-being.

Before entering the financial industry, Matthew served honorably in the United States Marine Corps. During his time in the Marines, he learned the value of connecting with people from diverse backgrounds and the importance of teamwork in achieving common objectives. This experience instilled in him a sense of discipline and perseverance that he carries into his work as a financial professional.

Matthew's pursuit of excellence led him to further his education, earning a bachelor's degree in finance, and subsequently obtaining an MBA at the esteemed University of North Carolina at Charlotte (UNCC). Equipped with a strong academic foundation and real-world experiences, Matthew is well-prepared to guide his clients through complex financial matters.

Matthew firmly believes in taking a holistic approach to financial planning, recognizing that every aspect of a client's life is interconnected and must be considered to create a truly effective financial strategy. By focusing on tax efficiency and risk reduction, he seeks to optimize wealth-building opportunities while safeguarding against potential challenges.

His experience spans various areas, including holistic planning, tax efficiency, behavioral bias avoidance, business planning, risk-reduction through insurance strategies, and building multiple generational wealth. As a CERTIFIED FINANCIAL PLANNING professional ™, Matthew upholds the highest standards of professionalism and ethical conduct, empowering his clients to make informed financial decisions.

Residing in Denver, NC, Matthew shares a loving home with his wife Arlie and their son Henry. Excitement fills the air as they eagerly anticipate the arrival of their baby girl, Eleanor, in October. Matthew cherishes moments with his family, cherishing quality time together, and creating lasting memories.