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HWM Brings You the Foresight Necessary

To Plan for Your Life & Legacy Aspirations

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Meet Matt Harvey, AIF®

Founder of Harvey Wealth Management


I enjoy stories. The details surrounding how someone got to where they are today, the challenges they faced on their journey, and the lessons learned along the way help me relate to my clients on a deeper level.

The answers, and resulting in-depth conversations, help me construct and present financial plans my clients are both comfortable and confident in. Your plan will include several options and scenarios from which to choose, each with the goal of helping your financial vision become a reality.

Seeing my clients succeed in their personal, professional, and generational goals is extremely rewarding. I look forward to working with you to formulate a plan for your future.

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Education
  • Bachelor of Science in Accounting from Indiana University’s Kelley School of Business in 2003
  • Graduated from DePaul University's Continuing & Professional Education Program with a Certificate in Financial Planning in 2011
  • Received the AIF (Accredited Investment Fiduciary) Certification in April 2021
  • Professional licenses received (Series 7, 65, 63 health and life insurance licensed)
Founding Harvey Wealth Management

Having begun my career in 2003, I’ve accumulated a breadth of experience and insight in both institutional and personal finances through continued education and advanced training. I founded Harvey Wealth Management to provide meaningful guidance through one-on-one relationships with my clients. I believe this supports the most effective financial planning.

By limiting our firm size to 100 households, we’re able to dedicate the time and resources necessary to evaluate your needs and implement personalized strategies. HWM has the skills and experience to work with a variety of clients and circumstances, and we also offer hourly consulting services if you have a specific one-time need.

HWM brings our clients the resources of an industry-leading platform while maintaining a high-touch approach. Woodbury offers us access to state-of-the-art technology, investment, and insurance strategies.

If it sounds like we’d make a good match, I encourage you to book a consultation. I look forward to getting to know you.

On a Personal Note

My wife and I have two girls, and we’re dedicated to raising them to become confident and independent. In our free time, we’re active members of the downtown community and also enjoy the events and social activities that Valparaiso has to offer.

I’m an avid lover of the outdoors. When I get the chance, I love snow skiing and golf—and how both of these hobbies allow me to revel in landscapes and places most of us don’t get to see in our day-to-day lives.

Community Involvement
Morgan Meschede Photo

Morgan Meschede

Administrative Assistant

Meet Morgan Meschede

Administrative Assistant


Hello, my name is Morgan Meschede, assistant to Matt Harvey. As a recent graduate of Indiana University, I am honored to be joining the professional team at Harvey Wealth Management. My role is to support Matt in helping clients achieve their financial goals and pursue what they love.

As I work to assist in serving our clients, my focus will be to maintain the excellent commitment to clients that the company has already established. With my bachelor’s degree in Accounting and Finance, I am prepared to build upon this achievement and earn the credentials necessary to offer even more to our clients. As I work towards a broker/dealer license for the firm, I look forward to working alongside Matt and learning from his 18 years of experience in the financial industry.

I value the opportunity to empower others to be successful in their life goals. Through the process of financial planning, I believe that is possible for anyone.

Besides wealth management, my interests include outdoor activities such as hiking and exploring new areas of our country with my friends and family. I also enjoy meeting new people and discovering how I could make a positive difference for others in life.