Matthew Doyle, FPWMP®
Accounting / Finance
Services offered
I am a financial planner.
My mission is to help clients navigate the ever-changing financial landscape with knowledge and clarity, empowering them to make informed decisions and build a secure financial future.
I believe everyone should have access to professional financial planning and investment advice. We do not have minimum net worth requirements.
I believe fees should not only be scrutinized, but also minimized, so you can keep more of your money.
I believe buy-and-hold is a great strategy for growing wealth, but one upon which I can improve.
When it's all said and done with, I'm only as successful as my ability to listen and understand your goals, then provide you with an investing experience that makes a positive difference in your finances and your life. I want to know how I can help you today.
While I can help you with setting realistic financial goals, selecting investments, funding college savings accounts, and reducing your tax burden, I think I'm best at retirement planning, asset allocation, and risk management.
In my spare time, I love fishing, camping, working in my vegetable garden, cooking and grilling cuisines from around the world, and spending time with my wife, our three children, and our dog, Jack.
Experience
Trimingham Financial, LLC | New Albany, Indiana | 2018-Present
President | Sep 2018-Present
- Established and currently operate a financial planning, investment management services, bookkeeping, and tax preparation practice
- Registered Investment Adviser (RIA) in Indiana and Kentucky
Northwestern Mutual | Louisville, Kentucky | 2015-2018
Associate Wealth Management Advisor | May 2016-Jul 2018
Key achievements:
- Top 50 investment firm among all Northwestern Mutual practices, nationally, and the largest Northwestern Mutual practice in the region measured by AUM
- Created three model portfolios used by the firm
- Passed Level I of CFA® Program
Primary responsibilities and duties:
- Conducted investment reviews
- Created investment proposals
- Constructed and managed portfolios
- Researched individual securities, exchange-traded products, and mutual funds
- Created and maintained watchlists, favorite products, and investment templates
Financial Advisor | Sep 2015-Apr 2016
- Obtained the Series 7 and 66 licenses as well as Life & Health Insurance licenses
- Retained 100% of my clients
Louisville Metro Government | Louisville, Kentucky | 2009-2015
Planner II | Mar 2015-Aug 2015
Primary responsibilities and duties:
- Reviewed development plans, waivers, variances, minor subdivision plats, major subdivision record plats, sign plans, and various miscellaneous requests
- Prepared staff analysis and presentations for public meetings
Planner I | Jan 2013-Feb 2015
Key achievements:
- Selected among staff to attend the 2014 National Conference of the American Planning Association in Atlanta
- Project manager for the 2013 update to the comprehensive plan as required by Kentucky Revised Statutes:
- Authored the employment and housing sections of the demographics report for Louisville Metro
- Revised/formatted and supervised the update to the demographics report and core graphics for re-adoption of the comprehensive plan for Louisville Metro
Associate Planner | Jan 2011-Dec 2012
Planning Technician | Nov 2009-Dec 2010
Education
Financial Modeling & Valuation Analyst (FMVA®) Certification - Online | Present
Corporate Finance Institute
Capital Markets & Securities Analyst (CMSA®) Certification - Online | Present
Corporate Finance Institute
Financial Planning & Wealth Management Professional (FPWMP®) Certification - Online | 2025
Corporate Finance Institute
Cybersecurity Analytics Bootcamp – Online | 2024
Fullstack Academy
Professional Bookkeeping with QuickBooks® Certificate – Online | 2019
University of Utah
Chartered Financial Analyst (CFA®) Program - Level 1 | 2017
Uniform Combined State Law Examination - Series 66 license | 2015
General Securities Representative Examination - Series 7 license | 2015
Master of Urban Planning and Policy | Community and Economic Development | 2007
University of Illinois at Chicago
Bachelor of Science | Political Science: Law and Public Policy | 2004
University of Louisville
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