Matt Sheers
Advisor at Sheer Empowerment Financial, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Sheer Empowerment Financial, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Sheer Empowerment Financial, LLC
Location
Plymouth, NH 03264-1565
Credentials
CFP®, CFA®
Industry experience
3 years
I started my career in Boston working with ultra-high-net-worth clients at a large wealth management firm. After more than a decade in that environment, I realized I wanted a different kind of success — one built around health, family, and purpose. In 2018, my wife and I relocated our family to the White Mountains of New Hampshire, where we’re raising our two kids and running our own businesses. That experience of stepping off the traditional path deeply shapes the way I now serve my clients.
At Sheer Empowerment Financial, I work with mid-career professionals, parents, and self-employed individuals who are navigating transitions and want to bring more clarity and intention to their money. Whether you’re changing careers, growing a business, planning for kids, or simply seeking alignment between your finances and your values, I’ll help you simplify the complex, make thoughtful decisions, and move forward with a plan that reflects what matters most.
I’m an advice-only, flat-fee planner — no product sales, no portfolio minimums, and no hidden agenda. My role is to provide you with objective, practical strategies and clear steps you can actually take. Ongoing support is available if you want a long-term partner, but it’s always flexible: some clients prefer periodic check-ins, while others just need a comprehensive plan or a focused session to gain confidence in their next move.
As a CFA® Charterholder, CFP® professional, and Certified Health & Wellness Coach, I bring both technical expertise and a holistic perspective. Because money decisions don’t exist in isolation — they shape how you spend your time, manage your energy, and build the life you envision.
If you’re looking for expert guidance from someone who’s been through major transitions himself, I’d love to connect. Together we can design a financial plan that reflects your values, supports your goals, and gives you the freedom to create the life you truly want.
N/A
$3,750
$300
$195
N/A
75 Main St, Ste 4 Pmb 168
Plymouth, NH 03264-1565
New Hampshire
Karuna Labs Inc.
2022 - Present (4 years)
Sheer Empowerment Financial LLC
2021 - Present (5 years)
Sheer Empowerment Coaching LLC
2020 - Present (6 years)
Stay at home parent
2018 - 2020 (2 years)
Grove Street Fiduciary, LLC
2018 - 2018 (1 year)
CIBC Atlantic Trust Company
2006 - 2017 (11 years)
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