Work with an advisor who’s working for you
At Method Finance, the only bosses we report to are clients like yourself.

Our independence frees us to provide objective guidance tailored specifically to your needs.

No matter your level of investment, we can help you implement a comprehensive strategy to grow your wealth, protect your assets, and work steadily toward your financial goals.


Objectivity

Accessibility

Transparency

A human approach to financial management

With Method, you’ll get personalized financial expertise that you can understand, even if you aren’t a financial expert.

That means no more wondering who’s doing what with your money. And when you do have questions, you can talk to someone you know and trust.


We’re here to build a relationship, not sell you one.

There isn’t one “best” way to manage money, but there is an approach that’s best for you—and no advisor will know what it is unless they know your situation first.

That’s why our process begins with you. We’ll take the time to talk through your hopes and concerns, and then apply our methods to meet your goals. This not only gives you better results, but also builds the trust you need to come to us when new problems and opportunities arise.


The value we deliver to clients begins with the bottom line, but it doesn’t end there.

Just as importantly, we want to give you a full understanding of your financial options, clarity about your future, and freedom to focus on what matters to you without worrying about your money.

And by giving you a financial plan you can believe in, we can save you time and stress, and improve your long-term results as well. Studies show that emotional mistakes are often investors’ worst enemy, and the best way to avoid them is by having a plan that you can stick to in good times and in bad.

Read more about our investment philosophy.

Price is what you pay.

Value is what you get.
– Benjamin Graham
The value we deliver to clients begins with the bottom line, but it doesn’t end there.

Just as importantly, we want to give you a full understanding of your financial options, clarity about your future, and freedom to focus on what matters to you without worrying about your money.

And by giving you a financial plan you can believe in, we can save you time and stress, and improve your long-term results as well. Studies show that emotional mistakes are often investors’ worst enemy, and the best way to avoid them is by having a plan that you can stick to in good times and in bad.

Read more about our investment philosophy.

A partner in your pursuits

A partner in
your pursuits

During a nine-year career on Wall Street, including time at Goldman Sachs and Barclays Capital, Matt Lambdin, CFA never lost sight of his belief that money should enable life’s pursuits, not become life’s pursuit.

Now, as Founder and Managing Director of Method Finance, Matt works every day to help his clients build their wealth and maintain overall financial strategies that make sense for their lives.