Matt Sheers

Advisor at Sheer Empowerment Financial, LLC

Updated today
Sheer Empowerment Financial, LLC logo

Firm

Sheer Empowerment Financial, LLC

Location

Plymouth, NH 03264-1565

Credentials

CFP®, CFA®

Industry experience

3 years

About

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.

Client services

Based on Sheer Empowerment Financial, LLC

Financial planning

Expertise

Business ownership considerations Business exit / sale strategy

Occupation focus

Founder/Business Owner

Demographic focus

Mid-Career Professionals Gen Y/Millennials (Born 1980-1995)

Fee options

AUM

N/A

Flat

$3,750

Hourly

$300

Monthly

$195

Quarterly

N/A

Location

75 Main St, Ste 4 Pmb 168

Plymouth, NH 03264-1565

Most active in

New Hampshire

Work history

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)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Warmer team member

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