It All Started With a Cup of Coffee..

Our story

What began as a cup of coffee between old college friends in 2014 has grown into a financial services firm focused on tax-efficient investment management and holistic retirement planning.

Kyle Harsha took an unconventional path into finance—coming from backgrounds in mountain guiding, restaurant management, HR, tech sales, wine distribution, and tax prep. These diverse experiences give him a unique perspective and the ability to truly connect with clients as he helps them dream, plan, and prosper.

Our "Why"

Where most firms think that WHAT they do is the most important thing for people to know, we see things a little bit differently. We think that the most important question to ask a financial advisor about their business is “WHY”. For us, we believe in using our unique personalities and talents to guide you in your financial life so that you can prosper during the day and sleep better at night. We are a faith-based firm and follow traditional Biblical principles when it comes to planning, budgeting, saving, investing, giving, and spending.

“For the way of a fool is right in his own eyes, but a wise man listens to advice.” Proverbs 12:15

“Precious treasure remains in a wise man’s dwelling, but a foolish man devours it.” Proverbs 21:20

Money Matters Tax & Financial Services - Your Trusted Tax Solution

It All Started With a Cup of Coffee..

Our story

Our "Why"

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