Fee-Only Financial Planner Chandler, AZ
In Chandler’s thriving tech corridor, many preparing for retirement are asking: “How do I transform my career success into lasting financial security for retirement?”
We can tell you.
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“Matt was able to explain things on a level we understood, and he was perfectly happy to dig into the details, not just gloss over them. We felt like we understood what was happening with our money and the decisions we were making.”
— R.S., Sonmore client
*This testimonial is from a current client of Sonmore Financial. They did not receive compensation for this testimonial and there are no material conflicts of interest.
Why Work With Us
Fee-Only Fiduciary Guidance
We provide our East Valley neighbors with transparent, independent advice focused solely on your financial success.
Tax-Efficient Strategy
Help maximize your retirement savings through our deep understanding of Arizona tax laws and technology sector compensation.
Personal Attention
We build lasting relationships with our clients. Beyond your financial goals, we want to know your values and vision for the future.
Meet Your Chandler Personal Financial Advisor
Matthew Benson, CFP®, serves Chandler’s retirees and pre-retirees with his knowledge of tax-efficient investing and retirement planning. As a SmartVestor Pro™ and CERTIFIED FINANCIAL PLANNER®, Matthew brings valuable experience from his time at Vanguard and Mutual of Omaha to help local families optimize their retirement strategies.
He specializes in helping engineers, technology professionals, and analytical thinkers optimize their retirement outcomes. His analytical approach to financial planning resonates particularly with aerospace executives and East Valley tech professionals who appreciate detailed, systematic strategies.
Matthew Benson, CFP®
Owner / CERTIFIED FINANCIAL PLANNER®
How Do I Know I’m A Good Fit?
Are 55+
You’re retired or want to in 3-5 years
$1M+
Investible assets saved
Looking to delegate
To a long-term financial guide
Our locations
CFP® Serving the Greater Phoenix Area
While we’re proud to serve Chandler, our wealth management services extend throughout the Phoenix metropolitan area, including neighboring communities like Tempe, Gilbert, Mesa, Ahwatukee, and Queen Creek. Our central location allows us to provide attentive service to families across the East Valley.
Gilbert, Arizona Financial Advisor
Mesa, Arizona Financial Advisor
Queen Creek, Arizona Financial Advisor
Tempe
Mesa
Gilbert
Queen Creek
Ahwatukee
Chandler
Phoenix
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Services tailored to Chandler
Our Wealth Management Services
At Sonmore Financial, we offer a detailed suite of financial services designed for Chandler’s technology professionals and executives. Retirement income planning, tax-efficient investment management, and strategic tax planning.
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