A full-service practice dedicated to protecting what you have built and positioning what comes next.
Managing Partner
Director of Tax & Financial Planning
Investment
Advisor
Retirement
Planner
The right team makes all the difference.
Director of Marketing
Onboarding Specialist
Director of Operations
Client Service Associate
Matthew James Tax & Wealth Management was built for one purpose: to help high-income earners and retirees in Louisiana retire on their terms. That means tax-efficient strategies, proactive planning, and a team that treats your financial future with the same care you do.
We don't hand you a portfolio and disappear. Every client relationship begins with a genuine conversation about where you are, where you want to go, and what it will actually take to get there.
In his own words.
Independent & Fiduciary
We are legally obligated to act in your interest. No commissions, no product quotas, no conflicts of interest. Ever.
Most advisors outsource tax planning. Ours is built in. Our CPA-credentialed team coordinates your investment decisions with your tax outcomes before April, not after.
A Process Built Around Retirement
Our planning framework is designed specifically for the pre-retirement and retirement transition, not repurposed from accumulation-phase advice. Every recommendation is retirement-first.
Deep Louisiana Roots
We understand the specific tax environment, pension landscape, and estate considerations that affect Louisiana families. We are not a national firm with a local office. We are from here.
Ongoing, Not Transactional
Our clients receive annual plan reviews, proactive tax-year guidance, and direct access to their advisor. Not a call center, not a rotating associate, not a form submission.
Matthew James Tax & Wealth Management serves clients across Lafayette, Acadiana, and throughout Louisiana. Our practice specializes in retirement income planning, tax reduction strategies, wealth transfer, and estate coordination for individuals and families approaching or in retirement in Louisiana.
The Pre-Retiree
Individuals and couples within five to fifteen years of retirement who need a coordinated strategy across taxes, investments, and income before they step away from work.
The Retiree
Those who have crossed the retirement threshold and need a plan that turns accumulated assets into reliable, tax-efficient income that lasts.
Business Owners
Entrepreneurs planning an exit or transition who need to minimize tax exposure and convert business equity into long-term wealth.
High Net Worth Individuals
Executives, professionals, and investors with significant accumulated assets who need proactive, coordinated planning to protect, grow, and efficiently transfer their wealth.
Louisiana Public Employees
State and municipal employees navigating pension decisions alongside IRAs, deferred comp, and other assets in Louisiana's specific tax landscape.
If you have spent decades building something and you want a team that will protect and extend that work with the same discipline you brought to building it, you are exactly who we had in mind.
Being named among Acadiana's Top Three Financial Advisors is not something we take lightly. It reflects years of consistent work, individualized strategies, honest counsel, and a practice built around the long-term success of every client we serve.
Matthew James Tax & Wealth Management was recognized as one of Acadiana's Top 3 Financial Advisors by The Acadiana Advocate in 2024. This award was determined by The Acadiana Advocate based on its own selection criteria during the period reviewed. No compensation was paid by Matthew James Tax & Wealth Management to obtain, apply for, or use this recognition. This award does not reflect the investment performance of any client account and does not constitute an endorsement of Matthew James Tax & Wealth Management by any regulatory authority. Past recognition is not indicative of future awards. This recognition may not be representative of any individual client's experience with the firm. Investment advisory services involve risk, including the possible loss of principal.
Schedule a complimentary consultation with our team. No obligation, no pressure. Just a conversation about what is possible.
Begin My PlanOr call us directly: (337) 366-8366
Complimentary. Confidential. No commitment required.