Matt Sheridan, CFP^®, CPM

What path led you to wealth management?

Graduating at the outset of the Global Financial Crisis was a challenging time to enter the financial industry, but it also reinforced the importance of discipline, structure, and long-term thinking. I was fortunate to have a great mentor who took a chance on me, and from day one, I was drawn to the responsibility and rigor required to guide families through uncertainty. That experience shaped my belief that thoughtful planning and sound investment principles can provide clarity and confidence, no matter the market environment.

Why did you join TFO Wealth Partners?

A combination of luck, timing, and an openness to new opportunities led me to TFO Wealth Partners—but I don’t believe in coincidences. From my first conversations with the team, it was clear that their commitment to serving clients with intentionality and excellence set them apart. Their focus on long-term planning, evidence-based investing, and truly understanding families’ unique needs made it an easy decision to join.

What most excites you about your work?

Helping clients align their wealth with their values and long-term goals is incredibly rewarding. Seeing families gain clarity and confidence in their financial future makes the work meaningful. Equally exciting is the opportunity to collaborate with the talented team at TFO Wealth Partners, whose dedication and expertise continually push me to grow and improve.

What has been your most rewarding career experience?

Aside from joining TFO Wealth Partners, one of the most rewarding moments in my career was being honored with Vanguard’s 2024 Award for Excellence. This prestigious recognition, originally created by Vanguard’s founder, Jack Bogle, celebrates exceptional performance, service, creativity, and initiative in serving clients. To be recognized in this way reinforced my belief in putting clients first and always striving for excellence in everything I do.

What personal accomplishments are you most proud of?

Building a strong and loving family with my wife, Shawn, and our son, Archer, is by far my greatest accomplishment—along with making sure our dogs, Nucky and Lily, are never left out! In a world that’s constantly busy and distracting, I’m proud that we’ve stayed focused on what truly matters. Most importantly, I’m grateful that I was smart enough to never let my wife get away!

What are some of your life's biggest influences?

Without a doubt, my parents top the list. While they may not have had much raising me and my siblings, they instilled in us the power of hard work, resilience, and integrity. Their commitment to each other and their ability to “figure it out” no matter the challenge continues to shape both my marriage and my career. The values they lived by—perseverance and always doing the right thing—serve as a constant guide in my personal and professional life.