February 21st, 2022 • 48 mins 54 secs • Download (33.8 MB) • Link with Timestamp
Today on the Maverick CPA Podcast, I'm talking with Matthew Miller, co-founder and CEO of Awaken Wealth Partners, a wealth management firm in Houston.
I've known Matt for many years, we've had a number of client meetings together, and I've always enjoyed his holistic approach to planning.
This is a great episode to learn more about the approach Awaken takes Matt's journey and how they combine fiduciary responsibilities and a 'suitability' perspective.