Fee-Only Financial Planner Gilbert, AZ
As Gilbert continues its remarkable growth, many successful individuals and business owners planning for retirement are asking: “Is my financial strategy aligned with my retirement goals?”
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“He’s easy to talk to, accessible, and knowledgeable. You’re not dealing with a big firm where you get rotated through a bunch of people and nobody knows what the plan was last year versus this year. You get the same person who knows you.”
— K.F., 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’re independent and fee-only. No commissions, no products to sell you. Just straight answers from advisors who live here in the East Valley too.
Tax-Efficient Strategy
Your investments are only part of the picture. You should keep more of what you’ve earned. We coordinate your withdrawals, Roth conversions, and retirement distributions into one strategy according to Arizona tax law.
Personal Attention
You stay with the same advisor, not a rotating team. We take the time to understand how you think about your money, then build the plan around it.
Meet Your Gilbert Personal Financial Advisor
Matthew Benson, CFP®, serves Gilbert’s retirees and pre-retirees with his tax-efficient investing and retirement planning knowledge.
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 Gilbert, our wealth management services extend throughout the East Valley and Phoenix metropolitan area, including Chandler, Mesa, Queen Creek, and surrounding communities.
Mesa, Arizona Financial Advisor
Queen Creek, Arizona Financial Advisor
Tempe, Arizona Financial Advisor
Tempe
Mesa
Gilbert
Queen Creek
Ahwatukee
Chandler
Phoenix
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Services tailored to Gilbert
Our Wealth Management Services
At Sonmore Financial, we offer full-service financial planning for Gilbert’s professionals, retirees, and business owners — including retirement income planning, tax-efficient investment management, and strategic tax planning.
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