
MATTHEW MINTZ
When it comes to building your financial future, I believe that researching your options is the best possible strategy to making an informed decision. Finances are an emotional part of your future well-being. As your financial advisor, it’s my job to help you make the best decisions possible by sharing my personal knowledge, as well as the support of Edward Jones and its network of resources and thousands of associates.
From the time I was a child, I've been fascinated by the concept of investing. While completing my undergraduate degree at the College of Charleston, I turned my interest into a hobby that I studied in my free time. I later pursued my MBA at West Texas A&M University, which furthered my love for finance and planning for the future. Soon, I found myself researching stocks and index funds during my free time while also meticulously maintaining and balancing my personal portfolio. After many conversations with my own Edward Jones financial advisor, I decided to apply my skills and passion as a career.
Because investments have been a hobby of mine for so long, I enjoy helping people identify goals and create strategies to help reach them. There’s so much information out there, and I’m here to help you sort through it and build your confidence in that you’re making the right decisions for your personal goals and your future.
With my office located just south of Austin in Buda, I work closely with many members of the Austin community and surrounding areas, including 20 other states. Whether they’re business owners, families looking to set up solid strategies for their children’s futures, healthcare workers or IT professionals, the goal of creating a portfolio tailored to reaching their goals stays the same.
I have a loving family that includes my wife, Taylor, my son, Oliver, and our three rescue dogs. We are passionate about supporting local charities and business local to South Austin and Buda. In our free time, we enjoy watching football, running weekend races and spending time with our friends and family.
Working with a financial advisor is a big decision, and it is important to find someone you connect well with. If you would like to find a time to connect and see if our personalities are a match, please don't hesitate to reach out to my office to schedule an appointment.
When it comes to building your financial future, I believe that researching your options is the best possible strategy to making an informed decision. Finances are an emotional part of your future well-being. As your financial advisor, it’s my job to help you make the best decisions possible by sharing my personal knowledge, as well as the support of Edward Jones and its network of resources and thousands of associates.
From the time I was a child, I've been fascinated by the concept of investing. While completing my undergraduate degree at the College of Charleston, I turned my interest into a hobby that I studied in my free time. I later pursued my MBA at West Texas A&M University, which furthered my love for finance and planning for the future. Soon, I found myself researching stocks and index funds during my free time while also meticulously maintaining and balancing my personal portfolio. After many conversations with my own Edward Jones financial advisor, I decided to apply my skills and passion as a career.
Because investments have been a hobby of mine for so long, I enjoy helping people identify goals and create strategies to help reach them. There’s so much information out there, and I’m here to help you sort through it and build your confidence in that you’re making the right decisions for your personal goals and your future.
With my office located just south of Austin in Buda, I work closely with many members of the Austin community and surrounding areas, including 20 other states. Whether they’re business owners, families looking to set up solid strategies for their children’s futures, healthcare workers or IT professionals, the goal of creating a portfolio tailored to reaching their goals stays the same.
I have a loving family that includes my wife, Taylor, my son, Oliver, and our three rescue dogs. We are passionate about supporting local charities and business local to South Austin and Buda. In our free time, we enjoy watching football, running weekend races and spending time with our friends and family.
Working with a financial advisor is a big decision, and it is important to find someone you connect well with. If you would like to find a time to connect and see if our personalities are a match, please don't hesitate to reach out to my office to schedule an appointment.
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- Website:
https://www.edwardjones.com/us-en/financial-advisor/matthew-mintz?msockid=0b770aa35859651113a01e9259516485 - Phone: 5127175893
- City: Austin
- State: Texas
- Postal Code: 78749
- Country: United States
- Designations:
- Markets Served:
- Company Name: Edward Jones
MATTHEW MINTZ

Issue One: The Annual Exit Magazine

Know Your Gaps

Phase 1 Stage 1: The Value Maturity Index - Identifying Value

The Impact of Unplanned Consequences on Business Value Whitepaper

The Value Acceleration Methodology
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Top Questions To Ask Your Business Owner's Advisors

120-Day CEPA Playbook: Download the Playbook

2022 Colorado State of Owner Readiness Quick Look Brochure

2022 Colorado State of Owner Readiness Report

2023 National State of Owner Readiness Report
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2024 Webinar Series

2025 Webinar Series

5-4-3-2-1 Whitepaper

5-4-3-2-1 Whitepaper

A Look Inside The Unique World of - Value Creation Whitepaper

A Look Into Pressure Solutions Inc.: An Exit Planning Case Study

Access My Courses

Best-In-Class Whitepaper

Beyond CEPA Roadmap

Business Attractiveness Scorecard

Case Study: A Framework To Build Value In Your Business

Case Study: CEPA and CPAs

Case Study: CEPA and EOS

Case Study: CEPA and M&A

Case Study: How to Strategically Build Transferrable Value

Case Study: How To Utilize Your CEPA Credentials In A National Wealth Management Firm

Case Study: Human Capital, The Exit Planning Institute

Case Study: The Value of Transitioning a Business to its Employees

Case Study: The Value of Transitioning a Business to its Employees

Case Study: Value Acceleration

CEPA Development Scorecard

CEPA: 2024 APR | Online

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Chapter Logos

Decentralizing the Business Owner

Decentralizing the Business Owner

Email Marketing Templates

EPI Chapter President Circle Meeting Notes

Exit as a Business Strategy: A Collection of Case Studies from Advisors and Owners

First Steps

Five Stages of Value Maturity Infographic

Five Stages of Value Maturity Infographic

From Successful to Significant

From Successful to Significant Whitepaper

Infographic: Beyond CEPA Path

Infographic: Decentralizing the Business Owner

Infographic: Five Stages of Value Maturity

Infographic: The 5 D's

Infographic: Who Has a Seat at the Table

Issue One: The Annual Exit Magazine

Know Your Gaps

Phase 1 Stage 1: The Value Maturity Index - Identifying Value

The Impact of Unplanned Consequences on Business Value Whitepaper

The Value Acceleration Methodology
.png)
Top Questions To Ask Your Business Owner's Advisors

120-Day CEPA Playbook: Download the Playbook

2022 Colorado State of Owner Readiness Quick Look Brochure

2022 Colorado State of Owner Readiness Report

2023 National State of Owner Readiness Report
.png)
2024 Webinar Series
