MS
CFP
MS
CFP

Matthew Sheers

3 Years of Experience
Plymouth, NH

Matthew Sheers is a CFP-designated registered investment advisor at Sheer Empowerment Financial, LLC, based in Plymouth, NH, with 3 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 4 more.

Compensation
Fixed/Hourly
Firm Size
1 advisor
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Sheer Empowerment Financial does not offer investment management services.

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MS
Matthew Sheers

Location

1 Bridge Street, Enterprise Center #206, Plymouth, NH, 03264

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Matthew owns Sheer Empowerment Coaching LLC, and works as a Pain Management Coach for Karuna Labs, Inc., both health and wellness coaching businesses. He spends minimal time on Sheer Empowerment Coaching LLC and about a quarter of his time on Karuna Labs, Inc.

Employment History
Current Registrations
Sheer Empowerment Financial, LLC
June 2023 - Present · 2 yrs 11 mos
Previous Registrations
Grove Street Fiduciary, LLC
February 2018 - July 2018 · 5 mos
State Registrations1 state
NH
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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Matthew Sheers