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Matt James

Senior Partner


Matt graduated from Ball State University in 1989 with a BS in Accounting. He worked in that field until March of 2002 when he pivoted to be an investment advisor. Matt works with clients to develop, maintain, and implement investments for individuals who are focused on retirement or in retirement through a financial plan-focused approach. He is the lead investment analyst for Momentum Wealth and designs investment models. With more than 30 years of tax experience, Matt also specializes in tax planning and preparation for clients.

He has three sons. Jack is a senior at the University of Saint Francis. Charlie is a senior at the University of Purdue University Fort Wayne. His youngest, Sam, started a business that designs and sells shirts as well as vintage clothing and shoes. In his free time, Matt enjoys spending time with his sons, biking, attending sporting events, and hanging out with his yellow lab, Gus.

When I graduated college, several people asked what I wanted to be when I grew up. My answer was always that I wanted to help people and make a difference in their lives. As a financial advisor, I am blessed to be able to do that every day.