Matthew Doyle, FPWMP®

Financial Planner

Talent

New Albany, Township of New Albany, Floyd125 USD/hourMember since May 5, 2025

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About

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