Matthew R. Miner
MINER WEALTH MANAGEMENT
Raleigh, NC
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CRD#: 6970006
Professional summary
Matthew Robert Miner, CFP® is a registered financial advisor currently at MINER WEALTH MANAGEMENT located in Raleigh, North Carolina.
Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Matthew has worked at 2 firms and has passed the Series 65 exam.
Biography
In his spare time, Matt hosts Work Pants Finance, a podcast dedicated to sorting the “signal from the noise” when it comes to money and life - in work, relationships, values and goals. He loves spending time with his family, writing, running, hunting and tackling household projects.
Perhaps the biggest “household” project he and his family have completed is becoming debt free, paying off massive student debt as well as their mortgage over a period of several years. Talking to others about how they can become masters of their own income and wiping out student debt is one of Matt’s passions. Connect with him on
LinkedIn or via email.
Question & Answer
What are your service offerings?
Investment Planning
Tax Planning
Comprehensive Financial Planni...
Do you have an area of expertise or specialization?
Corporate Executives
Entrepreneurs
High Net Worth Client Needs
Investment Advice with Ongoing...
Retirement Plan Investment Adv...
Tax Planning
What is your minimum asset requirement?
1
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
(1) Matthew Miner is currently employed as the Founder and Host of the podcast Work Pants Finance and the website, WorkPantsFinance.com. This activity is not investment related. The business is located at Matthew Miner's primary residence. Work Pants Finance and Matthew Miner publish podcasts and articles containing information and entertainment about personal finance and career-related topics. Work Pants Finance began in 2020. This activity accounts for approximately four hours per month and one hour during securities trading hours. (2) Matthew Miner is a Partner at Meiners Homestead. This activity takes place outside of trading hours; the business is not investment-related; Squire Creek Road, Darrington, WA; timber management; partner, along with other owners; start date is 2014; 1 hour per month, not during trading hours; I serve as treasurer for timber revenue for the owner group. (3) Matt Miner is 50% owner of Mr Mower Guy, a commercial landscaping company. This activity is not investment related. The business is located at Matthew Miner's primary residence. Mr Mower Guy provides commercial mowing services. Mr Mower Guy began in 2020. This activity takes approximately 6 hours per month, not during trading hours.
CRS (Client Relationship Summary) - RIA
Click below to view Matthew Robert Miner's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2019
Experience
Current
August 10, 2021 - Present
MINER WEALTH MANAGEMENT
RIA
CRD#: 315421
Raleigh, NC
Past
July 12, 2018 - August 10, 2021
RIDGELINE WEALTH ADVISORS, LLC.
RIA
CRD#: 284843
RALEIGH, NC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
North Carolina(8/10/2021)
IAR
Texas(6/21/2023)
Current Firm
MINER WEALTH MANAGEMENT
MINER WEALTH MANAGEMENT | MINER WEALTH MANAGEMENT, LLC
CRD#: 315421 / SEC#:
North Carolina
Registered Investment Advisory firm - (8/10/2021 Approved)Texas
Registered Investment Advisory firm - (6/9/2023 Conditional Restricted)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Raleigh, NC
Mailing Address
Phone number
(919) 210-4773
Established
Firm type
Fiscal year end
# of Employees
2
Regulatory assets under management
| Total Number of Accounts | 41 |
| AUM (Assets Under Management) | $ 29,055,416 |
Red Flags
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