Matthew Delaney

Overview

Matthew (Matt) is a Senior Wealth Advisor with CLA Wealth Advisors, LLC. With CLA since 2014, Matt provides comprehensive financial planning and advisory services to high net worth individuals, families, and business owners with technical experience in the below areas:

  • Financial & Retirement Planning
  • Invesment Management (Public & Private) and Portfolio Construction
  • Estate, Gift, & Tax Planning 
  • Business Succession Planning 
  • Employee Benefit and Deferred Compensation Plans
  • Risk Management

Matt is passionate about aligning his clients' personal and financial goals with meaningful action in order to dispel the ambiguity and anxiety surrounding planning for the future and retirement.

Education

Matt earned a BA in Economics and Mathematics from Colby College, where he also minored in Physics and Business Administration. Matt is also a Certified Financial Planner™, Series 7 Registered Representative, and Series 63 Registered Securities Agent.  

In the community

 

  • CLA Community Engagement Team Member
  • CLA Environmental Task Force Member
  • Financial Planning Association of Minnesota, Member
  • Junior Achievement of the Upper Midwest, Volunteer
  • Children’s MN Legacy Advisors