Matthew’s Approach
Matthew J. Weier
CFP®, CFA®, MBA
Managing Partner / Financial Advisor / Member Owner
Overview
Matthew “Matt” Weier serves as a managing partner and financial advisor in Savant’s St. Paul, Minnesota, office, where he focuses on portfolio design, concentrated stock ownership strategies, and stock-based compensation analysis.
Matt helps clients align their investment strategies with their financial goals through comprehensive financial planning and personalized wealth management. As a CERTIFIED FINANCIAL PLANNER® professional and Chartered Financial Analyst® (CFA®), he advises clients on a wide range of planning topics, including retirement income strategies, cash flow projections, estate and tax planning, philanthropy, insurance analysis, debt management, and education funding.
Involved in the financial services industry since 2003, Matt offers a broad perspective to client relationships. Before PrairieView Partners joined Savant in 2025, he served as partner and director of investments at the firm. Earlier in his career, he worked with Prudential Retirement, where he gained experience in institutional retirement plans, and served as a portfolio manager for a private wealth management firm.
Matt earned a bachelor’s degree in economics with a concentration in finance from Northern Michigan University in Marquette and a Master of Business Administration (MBA) from the University of Connecticut. He is also a member of the CFA Institute.
When he is not working with clients, Matt enjoys spending time with his wife, Jennifer, in Minneapolis and Aspen, Colorado. An avid outdoor enthusiast, he enjoys downhill skiing, hiking, and cycling. A former collegiate Nordic skier, he earned NCAA Division I All-American honors and continues to compete in the annual American Birkebeiner ski race in Hayward, Wisconsin.
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.
University Wealth Management
Investment management and advisory services tailored to the unique needs of professors and other university professionals.
Equity Compensation
Guidance for navigating equity compensation, including stock options, restricted stock, and other awards, as part of your broader financial and tax planning strategy.
Education
- Northern Michigan University
Bachelor of Science in Economics with a concentration in Finance - University of Connecticut
Master of Business Administration (MBA)
Professional Designations
- CERTIFIED FINANCIAL PLANNER® professional
- Chartered Financial Analyst®
Affiliations
- CFA Institute – member
Insights & Perspectives
Thought leadership on wealth management, tax strategy, and financial planning.
Understanding Solventum RSU Vesting and Next Steps
You’ve spent the past three years patiently waiting, and now the day is here. The Restricted Stock Units…
When 3M RSUs Vest: What Happens and What Comes Next
Learn what happens when 3M RSUs vest, how income taxes apply, and which factors are commonly considered once…
All Insights by Matthew J. Weier
2 insights
Understanding Solventum RSU Vesting and Next Steps
You’ve spent the past three years patiently waiting, and now the day is here. The Restricted Stock Units…
When 3M RSUs Vest: What Happens and What Comes Next
Learn what happens when 3M RSUs vest, how income taxes apply, and which factors are commonly considered once…
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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.