Broker Check

Matt Atwood, CFP® works in our Financial Planning office near Atlanta.

Matt is a partner at TimeWise Financial. He is a proud Georgia native of Clarkesville, and finance graduate from the University of North Georgia. During his college years, he recognized the widespread challenge people face in navigating personal finance, often feeling as if it is a foreign language. Motivated by the desire to assist those who struggle with financial management, Matt took it upon himself to make a positive impact. 

Drawing on his expertise and experience, Matt excels in managing investments, mitigating risks, and optimizing returns, significantly benefiting his clients' financial futures.

Beyond the realm of finance, Matt finds joy in golf, the Atlanta Falcons, and exploring new restaurants in Sandy Springs with his wife, Kelly. 

His passion is...

To help small business owners.

As a small business owner, Matt is driven by a passion to help guide men and women like himself learn how to better financially prepare for their futures. Entrepreneurs are experts in their fields, however they may not be experts in managing their cash flow. Between day-to-day operations, it is easy to neglect crucial personal planning for taxes, retirement, and your estate.

Eventually, you will need a succession plan for your business exit.

I can help with it all.


Bonus Material: Download My Methods to Qualify for More Financial Aid

His philanthropic interests are...

Athens Y Camps

St. Jude

Wildfire Conservation Society

Patrol Base Abbate

Exams & Certifications

  • CFP® certification
  • The Series 7 General Securities Representative Exam
  • The Series 63 Uniform Combined State Law Exam
  • The Life, Accident & Sickness Certification

Schedule a 15-minute "Get to Know You" Call with Matt: