Welcome to Method Finance.
We believe everyone deserves the opportunity to reach their financial goals.
Our Mission
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. We believe in the importance of community and are proud to donate 5% of company profits to charities. This commitment reflects our dedication to making a positive impact beyond financial success.
On your side
We’re “fee-only” advisors, which means we work only for our clients. We don’t receive commissions and our only revenues come directly from our clients.
Investment Management
Financial Planning
Our Services
At Method, we can provide investment management and financial planning advice to meet your individual needs—all for one fee.
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.
Customized Advice
We get to know each of our clients, and help them craft real-world strategies to improve their financial futures.
Answers You Can Trust
In addition to investment management services, we provide smart, actionable solutions to a wide variety of financial questions and concerns.
A Lasting Partnership
We approach client relationships the same way we approach investing: With care, attention, and an unwavering focus on long-term results.
Meet our Founder
After working on Wall Street for top firms like Goldman Sachs and Barclays Capital, Matt Lambdin, CFA founded Method Finance to put financial knowledge 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 professional advice and make better financial choices for tomorrow, no matter where they are today.
For more on what drives us, see Our Beliefs.
Matt Lambdin, CFA
Moving You Forward
Whatever your destination, Method Finance can show you how to get there, and provide the support you need along the way.
Tell us what you’re working towards, and we’ll get started today.