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Matthew Delaney

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Matt Delaney

Matthew Delaney

CFP®, CEPA

Senior Wealth Manager

Matt joined Boulay in 2023 with more than 10 years of experience in wealth management, financial planning and business succession planning. As a trusted wealth management advisor, he helps his clients define their goals, envision their legacy, and build a plan for long-term financial success. Matt assists privately held business owners, c-suite executives and their families with financial planning, modeling and pre-transaction planning, business exit planning, portfolio construction and asset allocation, and complex estate and wealth transfer strategies. His passion for helping individuals, families and business owners accumulate, preserve and transfer wealth stems from his joy of creating connections with his clients.

In his free time, Matt enjoys spending time at the cabin in Hayward, Wisconsin, and a variety of outdoor activities with his family.

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Involvement

  • Financial Planning Association of Minnesota—Member
  • Children’s Minnesota Legacy Advisors—Member
  • Cable Natural History Museum—Board Member
  • The Loppet Foundation—Volunteer
  • Junior Achievement—Volunteer

Education

    • Colby College—B.A. Economics, Mathematics
    • CERTIFIED FINANCIAL PLANNER™ Professional
    • Certified Exit Planning Advisor
    • FINRA Series 7 Registered

Personal Interests

    • Spending time outdoors with his wife and two boys
    • Cross Country Skiing
    • Mountain Biking
    • Log Rolling
    • Fly Fishing
    • Golfing

Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design), and CFP® (with flame design) in the U.S., which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.