Method Finance helps people make better financial decisions through its investment management and financial planning services. Our objective guidance shows clients the path toward financial independence, and gives them the peace of mind to focus on what matters most to them.
To find out what makes Method different, see our About page.
At Method, we can provide investment management and financial planning advice to meet your individual needs—all for one flat fee. Plus, our low minimum balances make our services accessible even to those just beginning to save.
This means that for no additional cost, we can help you create and implement an integrated financial plan—covering everything from investments, to budgeting, to risk management—so that you cover your bases and take advantage of all opportunities.
In addition to investment management services, we provide smart, actionable solutions to a wide variety of financial questions and concerns.
To see how we work with our clients to navigate some of their most common financial challenges, click any of the icons below.
After working on Wall Street for top firms like Goldman Sachs and Barclays Capital, Matt Lambdin, CFA founded Method Finance to put financial expertise in the hands of those who need it most: everyday people with everyday needs.
At Method, we know that a relationship with a trusted advisor is often a key component of financial success. And with our emphasis on objectivity and clear communication, Method makes it easy for anyone to get expert advice and make better financial choices for tomorrow, no matter where they are today.
For more on what drives us, see Our Beliefs.