Matt Cooley, CFP®

Founder and Financial Advisor

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I love helping others and I'm blessed with the opportunity to do so every single day as a financial advisor.

 

Inspire Wealth Partners represents an ambitious vision to cultivate change and elevate industry standards for wealth management firms.

 

As a CERTIFIED FINANCIAL PLANNER™,  I’ve made a commitment to technical excellence and the highest ethical standards in our industry. My mission is to leverage my knowledge and expertise to provide my clients with peace of mind, allowing them the freedom to focus on family, friends, and community, and to enjoy the things most important to them.

 

On a more personal level, I live in the great city of Boise, Idaho with my wife Kaitlin and our two dogs, Rory and Harper. I enjoy sports, traveling, cooking, and taking advantage of the abundant outdoor activities Idaho has to offer. In addition to my Board Member responsibilities at Metro Community Services, I also spend time volunteering in the local sports community.

 

Although I’m a proud, double-major graduate from the College of Business and Economics at Boise State University, I strive for inclusion and will also work with Vandals, too.

 

In addition to helping clients keep more of and grow their hard-earned wealth, I believe financial advisors have a platform to inspire clients to live a healthier, happier, and more fulfilled life. I’ve been inspired by others to live life fully and want nothing more than to pay that feeling forward.

 

Are you ready to be inspired?

100%

Fiduicary & Fee-only

Financial Plans Completed

200+

Hours Studying For CFP®

300+

Commissions or Revenue Sharing

$0

TD Ameritrade Institutional

Dedicated Service Team

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TD Ameritrade Institutional is an industry leader in advocating for independent, Registered Investment Advisor firms like Inspire Wealth Wealth Partners. We choose to hold our client's investment assets at TD Ameritrade for a number of reasons:

  1. Their ongoing commitment to keeping client's asset secure, evidenced by their account protection and data security security policies

  2. Their industry-leading technology and innovative solutions

  3. Continued advocacy for positive and forward-looking change in our industry

TD Ameritrade Institutional has been in business since 1975 and as of 9/30/2019, serves over 11 million clients with ~$1.1 trillion in assets.

Dimensional Fund Advisors

Research Partner

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As an independent firm, we are not beholden to specific investment products or proprietary solutions. As such, it's our fiduciary responsibility to seek best-in-class solutions for our clients. Most of the time, Dimensional Fund Advisors (DFA) offers the best solution for our clients' portfolios.

We choose to work with DFA in respect to portfolio solutions and market research for the following reasons:

  1. They apply decades of deep-rooted academic research, resulting in practical investing

  2. They provide cost-effective solutions

  3. Every basis point matters to them

Dimensional designs and manages strategies to pursue dimensions of higher-expected returns for investors around the world. DFA was founded in 1981 and manages $586 Billion for investors worldwide (as of 6/30/2019).

For more information related to DFA, click here:

*Represents a stock image and is not representative of employees at TD Ameritrade Instiutional or Dimensional Fund Advisors.

CONTACT / FOLLOW US

800 W. Main Street, Suite 1460, Boise, ID 83702   |   208.830.7953

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