Matt MorminoCRD Number: 5962359
Current Firm: Brighton Jones LLC
Compensation Model: Fee Only
Matt Mormino, CFP® (CRD# 5962359) is the Director of Financial Wellness at Brighton Jones. At Brighton Jones, a deeply personal, individualized approach is at the heart of everything we do. We work hard to understand what’s most important to you – both personally and professionally – then use our expertise to help you achieve it.
We focus on building partnerships that thrive on transparency, accountability, and collaboration. Whatever circumstances currently define your life – a pending marriage, a new baby, an employment opportunity, goals for retirement – you’ll work with a dedicated team committed to advancing your financial well-being.
Aligned behind a common purpose, we’ll develop a set of strategies and actions that are specific to you. Throughout the process, we remain mindful of how individual decisions in one area of your finances impact your long-term vision. Our process is designed to help you live your own richer life.
- Tax planning
- Charitable planning
- Estate planning
- Employer retirement plans
- Debt management
- Social security and retirement income
- Asset allocation (advice only, not execution)
- Indexing / passive investing
- Investment management
- Security selection (advice only, not execution)
- Socially responsible investing
- Buying a home
- Career change
- College preparation
- Getting married
- Having a child
- Job loss
- Retirement planning
- Sudden wealth
- Concentrated / highly appreciated positions
- Stock options / restricted stock
- Real estate
- Long-term care
Our investment approach is guided by enduring principles that apply consistently to all aspects of our portfolio management process. Our principles, serving as the foundation of our investment process, are informed by a rich understanding of human psychology, an appreciation of financial theory, a deep awareness of history, and broad exposure to current events.
For investors, the importance of establishing and operating within the context of clearly-defined and well-articulated investment principles cannot be overstated. Without a steadfast belief in the principles that motivate an intelligently crafted portfolio, investors with casually held views will inevitably fail to withstand the wear and tear of market forces. Investment success requires the conviction that only comes from a fundamental understanding of the rationale for building a portfolio to certain specifications.
The heart of the portfolio construction process lies in producing an asset allocation strategy that insulates client’s short-term cash needs from market volatility, while positioning funds held in excess of short-term needs for long-term growth. Monies that will be needed to fund obligations in the near-term should be protected in cash and high quality bonds, and should not be exposed to the extreme volatility of equity markets. For assets held in excess of short-term needs, commitments to a range of asset types that behave differently from one another improve portfolio attributes, as the reduced risk associated with a broadly diversified portfolio ultimately produces more stable returns. Taken together, a thoughtfully constructed portfolio, which combines the science of efficiently allocating asset classes with art of incorporating individual circumstances, provides a strong foundation upon which to build a successful investment experience.
We are a fee-only advisor. Fees are calculated based on level of service and amount of assets we advise on. We’ve eliminated any chance for a conflict of interest and do not take commissions or any other form of compensation. Operating as a legal fiduciary means that we are required by law to act solely in your best interest.
Access to expertise when you need it. We provide you with one on one consultation with a CFP® to help you build a custom plan. You will have ongoing access to a CFP® to maintain the plan. We are available to help advise on execution and address questions, issues, or changes that may come up. As your life evolves, so should your plan.
We take a balanced approach towards building your custom plan by addressing each aspect of your complete financial picture. As your Personal CFO we not only help you chart a course to success, we walk with you every step of the way executing on the plan and pushing you across the finish line. Areas we focus on include but are not limited to: company benefits, investments, insurance and tax planning, philanthropy, estate planning, and vocational freedom.
|Brighton Jones, LLC||Seattle, WA||Mar 2008 - Current||9|
Total Assets Under Management3,296MILLIONS
Total Number of Accounts1,132ACCOUNTS
Average Account Value$2,912,043
AZ, CA, CO, CT, DC, FL, IL, LA, MA, MD, MN, NC, NH, NJ, NM, NY, OR, PA, TX, UT, VA, WA