Matthew Fox is the Founder of Perspective Wealth Planning.
Drawing on experience in both banking and insurance, Matthew launched Perspective Wealth Planning in 2017 to offer clients a more transparent, personalized approach to wealth management. He focuses on building close, trusted relationships while delivering tailored strategies that help clients retire earlier and more confidently than they thought possible.
Matthew brings a deep commitment to client success and ensures every recommendation is grounded in integrity, education and long-term vision. Under his leadership, Perspective Wealth Planning has developed four in-house portfolios — growth, tactical, dividend income and wealth builder — that reflect the firm’s proactive and customized planning philosophy.
Outside the office, Matthew is a dedicated husband and father who enjoys golfing and coaching high school basketball. He and his wife are the proud parents of two daughters.