Matthew Jarvis in

Matthew Jarvis

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Co-Founder at The Perfect RIA
📍 Las Vegas, Nevada, United States

Matthew Jarvis is the Co-Founder of The Perfect RIA and President of Jarvis Financial, where he built a highly profitable firm managing over $200 million. He is an author and speaker who coaches financial advisors on duplicating his success by delivering massive value and achieving a better work-life balance. He holds CFP and ChFC certifications.

Outside of work, Matthew is dedicated to his family and enjoys traveling the world with them, including taking a 6-month boat trip. He is an avid outdoorsman who engages in mountain biking, dirt biking, and other adventurous activities. He prioritizes taking over 200 free days a year to spend on these pursuits.

After struggling for years and nearly quitting the industry during the 2008 financial crisis, he completely turned his business around to build a multi-million dollar revenue practice.

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Experience
22 Years
Current Role
Co-Founder
Job Level
Leadership
Location
Las Vegas, Nevada, United States
Personality Overview

How Matthew shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Matthew cares about

Practice Efficiency
He built his firm to $2M in revenue with a 2-person team while taking 6 months of vacation, a model he now teaches other advisors.
Value Delivery
Authored the book "Delivering Massive Value" and built his entire coaching philosophy around teaching advisors how to provide and articulate superior value to clients.
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Career

Work history

3-2019
Co-Founder
The Perfect RIA
2-2017
Strategic Advisor
Deliver Massive Value
9-2003
President
Jarvis Financial
In the press

Media appearances

Turning the Tables on The Perfect RIA's Matthew Jarvis. Featured in Diamond Consultants
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Mindy Diamond on Independence: How The Perfect RIA's Matthew Jarvis Turned the Tables on His Career. Featured in WealthManagement.com
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Education
2004 - 2007
ChFC
The American College of Financial Services
Bachelor of Business Administration (B.B.A.)
Thomas Edison State University
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

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