Broker Check
Matt James

Matt is a graduate of Ball State University in 1989 with a BS in accounting.  He began his professional career as an accountant with a CPA firm in Fort Wayne, Indiana.  He worked in the accounting field until March of 2002 when he began working as 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.  Matt is the lead investment analyst for Momentum Wealth and designs investment models for the firm’s clients and retirement plans.  Matt continues to specialize in tax planning and preparation for clients and has more than 30 years of tax expertise.  Matt has three sons who are all in college.  Jack is a junior at the University of Saint Francis.  Charlie is a junior at the University of Purdue Fort Wayne.  His youngest son Sam is a freshman at the University of Purdue Fort Wayne.  In his free time, Matt enjoys spending time with his sons, biking, all kinds or sports and sporting events and hanging out with his pal Gus (Yellow Lab).