Certified Financial Planner
Dempsey Lord Smith, LLC
Matt Chancey is a certified financial planner that works with high income and high net worth clients nationally to legally reduce taxes on income or capital gains. He starts with tax reduction strategies to determine which best fit the clients' unique situation and often leads into a more comprehensive financial planning or investment management solution that looks not just at what his clients make, but how they keep more of it. Mr. Chancey has been in the finance industry for over 15 years and as well as working directly with high profile clients, he is highly sought after for education, teaching, and guest speaking within the industry. He is a respected advisor and has been featured in many national media outlets including the Orlando Sentinel, The Wall Street Journal, ABC, NBC, CBS, Fox News, CNBC digital, Bloomberg, and Investment News.
Financial markets have made a steady climb since the mortgage meltdown of 2009. This has caused pric...