A complete list of active advisors currently associated with Matthew James Tax & Wealth Management LLC

Warmer can help you find a great advisor at Matthew James Tax & Wealth Management LLC or one who fits your needs even better.

Matthew James Tax & Wealth Management LLC provides discretionary investment management, standalone financial planning, estate-document coordination and limited consulting to individuals, high‑net‑worth individuals, trusts and businesses. The firm’s stated focus includes retirement investing and income‑replacement planning, and it offers portfolio management for individual accounts using equities, ETFs and cash allocations. The firm describes an active, fiduciary‑oriented investment process that may include private investments or alternatives where appropriate, and it accesses model portfolios and third‑party managers through a sub‑advisory relationship with Impact Partnership Wealth and the AE Wealth platform. Financial planning is offered as a fixed‑fee, standalone service delivered through an online planning tool, and estate document services are coordinated via a third‑party Encore platform with notary support available. Compared with many peers, Matthew James is notable for sponsoring a wrap fee program and for its formal affiliation with a licensed insurance agency, with representatives who may also sell insurance and annuity products — arrangements the firm discloses as creating potential conflicts of interest. The firm also highlights its use of outside advisers and platform relationships to implement portfolios and is newly registered with no assets under management reported at the time of its initial filing.

To learn more about the advisors currently working at Matthew James Tax & Wealth Management LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Lori Hebert	Lafayette, LA	22

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