Matthew Gregory

Thoughts on Money is a thought leadership platform driven by fiduciaries at The Bahnsen Group. Our mission is to share weekly insights into a variety of wealth management topics, featuring thoughts from field professionals on investing, planning, the economy, and pertinent cultural issues.

Room for Life

Why the best financial plans aren’t perfect on paper. A thoughtful look at uncertainty, flexibility, and building plans that survive reality.

Write Off the Sunset: Planning Around the OBBBA

If you have questions about the OBBBA then you’ve come to the right place as today, we do a deep dive in understanding this new bill.

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About the Author

Matthew Gregory, CFP^®

Director, Planning

Matthew serves as the Director of our Planning Department, working out of the New York office. He oversees our vast team of planners across the country, is responsible for our client web portal, and has a strong focus on aspirational, values-based financial and estate planning. Matthew is a Certified Financial Planner™ and Certified Estate Planner™ professional and holds the Series 65 FINRA license.

Prior to joining The Bahnsen Group, Matthew graduated from New York University with a Bachelor of Fine Arts in Drama. He is also a singer/songwriter and composed the music and lyrics for two off-Broadway premiere musicals. Since music activates both sides of the brain, Matthew brings a balance of analytical and creative thinking to all that he undertakes.