Matthew’s Approach
Matthew C. Weinheimer
CFP®
Lead Advisor / Financial Advisor / Member Owner
Overview
Matthew “Matt” Weinheimer is a lead advisor and financial advisor at our Austin, Texas, office. A CERTIFIED FINANCIAL PLANNER® professional, he serves retirees, individuals with complex wealth needs, and business owners preparing for a sale. He began working at Savant in 2026 when Exencial Wealth Advisors joined the firm.
With more than 25 years of experience in the wealth management industry, Matt brings a long-standing perspective and steady leadership to clients navigating pivotal financial decisions. He began his career in financial services in 1997 and went on to found Weinheimer Wealth Management, where he built and led a team of five CERTIFIED FINANCIAL PLANNER® professionals. In 2024, he joined Exencial and became partner and senior wealth manager. Throughout his career, Matt has focused on helping clients align investment strategy, cash flow, and long-term planning with their personal and professional goals.
Matt earned a bachelor’s degree in finance from Southwest Texas State University, now known as Texas State University.
Away from work, Matt values time with family and the outdoors. He and his wife, Contessa, a travel advisor, share a passion for travel. Matt also enjoys river rafting, hiking, mountain biking, fishing, hunting, and spending time at his family’s ranch. They have two sons: Gavin, a recent Embry-Riddle graduate and U.S. Navy officer headed to Pensacola for flight training, and Logan, who is studying mechanical engineering at Texas Tech University. With eight siblings, family gatherings are always part of the calendar.
Areas of Focus
Comprehensive Wealth Management
Integrated guidance for your full financial life, bringing together investment, tax, estate, and retirement planning to support your goals.
Financial Planning
Our planning process helps you evaluate key areas of your financial life, uncover opportunities, and make decisions aligned with your goals.
Investment Management
Evidence-based investing designed to help you stay focused on long-term goals while navigating changing market conditions.
Estate Planning & Wealth Transfer
Thoughtful estate planning guidance to help organize your affairs, support your wishes, and prepare for future generations.
Trust Services
Comprehensive trust administration supported by integrated investment, tax, estate, charitable, and business succession planning services.
Education
- Southwest Texas State University
Bachelor of Science in Finance
Professional Designations
- CERTIFIED FINANCIAL PLANNER® professional
Insights & Perspectives
Thought leadership on wealth management, tax strategy, and financial planning.
Rebalancing: The Simple Habit That Keeps Your Investment Blueprint on Track
Rebalancing keeps your portfolio aligned with your plan. Learn how it may help manage risk, soften downturns, and…
Savant CEO Talks AI Investment and Employee Ownership on InvestmentNewsTV
Savant CEO Brent Brodeski talks AI investment and employee ownership with InvestmentNewsTV live from the Nasdaq.
Cedarstone Advisors Partners with Savant Wealth Management
Savant Wealth Management partners with Cedarstone Advisors, expanding its California presence and financial planning resources for retirees.
Tax Strategies for High-Net-Worth Investors Video from Savant Wealth Management
Watch the video "Tax Strategies for High-Net-Worth Investors" to learn expert strategies on taxation. Get practical tips from…
Get Started!
Schedule a No-Obligation Introductory Call
Schedule a CallFind a Savant Location Near You
SearchDisclosures
CFP®
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.