Matthew Phillips
Wealth Advisor

"I am passionate about living life in a way that helps people fulfill their greatest potential. With the combination of proper planning, strategies, and recommendations, I effectively support my clients by helping them to accelerate their ability to THRIVE, not just survive."


Matthew's mantra of "helping people thrive, not just survive!" drives his success as a Wealth advisor at Trilogy Financial. Matthew’s goal is to use his knowledge to educate and guide his clients towards comprehensive financial strategies, while keeping them focused as they work towards financial success.

The eldest of two siblings, Matthew was born and raised in the southern California city of Riverside. Having a tremendous interest in technology and music, Matthew grew up pursuing music performance and production. He has played drums, piano, guitar and bass guitar since he was in junior high school and has over a decade of experience as a professional audio producer.

Matthew currently resides in Menifee, California with his wife Kimberly. They were married in Temecula, CA in 2017 and have a blended family with four children. Often times you will find Matthew and Kimberly exploring the world around them by traveling, discovering new delectable foods, hiking in local areas, or on a lake with their family boating. Their interests lie in learning about history and finding new adventures to experience life together.

Matthew graduated from California Baptist University with his Bachelor of Arts in Business. He is an Investment Advisor Representative and holds his Series 65 registration with Trilogy Capital, Inc. He also has his Series 6 and 63 registrations with LPL Financial as well as his California life, health and long-term care insurance license (CA insurance license #0K03460).

Soon after joining Trilogy in 2014, the opportunity arose to work alongside senior partner and fellow wealth advisory group member, Nathan Brown, to which Matthew enthusiastically accepted. Along with the newest addition to their wealth advisory group, Joshua Counts, the team passionately helps clients pursue their most imperative goals.

In 2017 Matthew began to realize that families of the deaf community were significantly underserved in the financial industry. Having grown up with a childhood friend that was deaf, Matthew was no stranger to the communication barrier that can occur when interacting with someone who is deaf. Focusing his energy towards solutions, he began working with deaf families. Through the support of Trilogy Financial, as well as partnerships with RISE Interpreting and California Baptist University, Matthew is able to deliver ASL certified translation as well as other services that help his clients communicate clearly providing the critical component in helping them pursue financial success.

As evidenced by Matthew’s lifestyle, professionally and personally, he believes the keys in being able to “thrive not just survive” lies in the behaviors and decisions a person makes throughout their life. Matthew and his team successfully integrate that concept by providing intuitive financial strategies, critical coaching, and effective recommendations in order to help his clients achieve their greatest dreams.

Matthew's Client Relationships

Matthew and his team support a wide variety of clients, but here are some of the groups he has built his practice around.


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