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Matthew R

CFP®

Kingwood, TX

MTR Financial Services, LLC

Matthew Russell is a CFP® professional with 15 years of experience in financial planning and wealth management. He has been the sole advisor at MTR Financial Services, LLC since 2009. MTR Financial Services is an independent, fee-only firm serving individuals, trusts, estates, and charitable organizations. The firm offers ongoing portfolio management and hourly financial planning without account minimums, focusing on a range of topics including retirement, tax, insurance, college planning, and debt strategies.

Active portfolio management Options & derivatives strategies General retirement planning College savings (529s, UTMA, etc.) Life insurance needs analysis
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