Matt Henry in

Matt Henry

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Partner & Private Wealth Advisor at Heartwood Planning Group | Northwestern Mutual Private Client Group
📍 Berne, Indiana, United States

Matt is a Partner and Private Wealth Advisor at Heartwood Planning Group, where he focuses on creating holistic, needs-based financial plans for his clients. He leverages his teams over 70 years of combined experience to provide financial literacy and peace of mind. He holds a Bachelor’s Degree from Purdue University Fort Wayne.

A lifelong resident of Fort Wayne, Matt is married with three children. Outside of his professional life, he is an avid golfer and enjoys spending time with his family. He is also a dedicated fan of Notre Dame and the Indianapolis Colts.

He and his team at Heartwood Planning Group have a combined experience of more than 70 years.

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Current Role
Partner & Private Wealth Advisor
Location
Berne, Indiana, United States
Personality Overview

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Decision Approach
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Priorities

Topics Matt cares about

Holistic Financial Planning
His practice is centered on partnering with clients to create comprehensive, needs-based plans tailored to individual goals.
Financial Literacy
A core part of his group's mission is to provide financial literacy and engage clients in every step of the planning process.
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Career

Work history

1-2021
Partner & Private Wealth Advisor
Heartwood Planning Group | Northwestern Mutual Private Client Group
8-2015 - 6-2023
Managing Director
Northwestern Mutual
2007 - 7-2023
Financial Representative
Northwestern Mutual
In the press

Media appearances

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Education
Bachelor’s Degree
Purdue University Fort Wayne
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

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