Dave Harden, Founder, CEO, and Chief Investment Officer at Summit Global Investments (SGI)

Matt Harden

Wealth Advisor

  • Series 65

Who I Am

I help individuals, families, and business owners simplify financial decisions and build a clear plan for long-term wealth. My approach is straightforward, education-first, and built around what matters most to each client. The goal is clarity, confidence, and consistent progress over time.

Specialization

People in the “building phase” of life those growing careers, raising families, and making big financial decisions.

Hobbies

“I’m serious about fitness and strength training, and I love goals you can measure and improve week to week.
I’m big on faith, family, and doing business the right way.”

My Commitment

Clear plan. Honest answers. Fast follow-through. I’ll help you understand your options, make decisions you feel good about, and stay consistent long-term.

Favorite Books, Mottos, Quotes

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Your Goals. Your Future.
Your Story.