D. Matthew Malbrough
Wealth Management Advisor|CFP®, ChFC®, RICP®
H.O.P.E - Helping Other People Everyday
On a Personal Level
Originally from Abita Springs, Louisiana, I made Lafayette my home in 2007. Immersed in the vibrant cultures of this city after transferring to U.L.L., I decided to put down roots and bought a home in 2010. I am a proud dad to my son and dog owner to Cali and Hunter! Outside of work, my time is best spent outdoors—kayaking, running, camping, or enjoying beach volleyball. I find fulfillment in helping others, which is why I actively participate in community organizations like Big Brothers Big Sisters, Maddie’s Footprints, and Miles Perrett. Every day, I feel fortunate to make a positive impact in people's lives.
On a Professional Level
I have been a Wealth Management Advisor with Northwestern Mutual in the Lafayette Office since 2011. My journey started with a Finance degree from the University of Louisiana-Lafayette, and I've continued to enhance my knowledge through certifications such as CERTIFIED FINANCIAL PLANNER™ Professional (CFP®), ChFC®, and RICP® from the American College of Financial Services. In addition to advising clients, I also hold the role of Growth & Development Director for the Lafayette District Office, where I guide and mentor other advisors in our network to make a greater impact.
I take pride in building comprehensive financial plans unique to each household, recognizing the interconnectedness of every aspect. Rather than focusing on individual pieces, I understand the significance and relationships that each piece holds as it relates to the entire plan.
While my door is open to anyone who wants to have a conversation about financial planning, those who primarily work with me are focused on achieving a lower lifetime tax bracket, optimizing retirement distributions, supporting liquidity needs of small business owners who find cash inefficient, developing investment strategies, and value a holistic view of their financial picture.
Matt's Areas of Expertise
Financial Planning
Insurance Protection Strategies
Investment Planning & Strategies
Retirement Planning & Income Strategies
Business Planning
Tax-Efficient Strategies
Education Planning & Funding
Estate Planning
Making a Difference in My Community
As a proud member of Northwestern Mutual, my true fulfillment comes from making a positive impact in people's lives. I am actively involved in community organizations such as Big Brothers Big Sisters, Maddie's Footprints, the Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF), and Miles Perrett. Through my dedication and participation, I strive to bring support, inspiration, and hope to those in need. It's a privilege to be able to make a meaningful difference every single day.
Big Brothers Big Sisters of America
Big Brothers Big Sisters helps children realize their potential and build their futures. Since 1904, Big Brothers Big Sisters has operated under the belief that inherent in every child is incredible potential. As the nation’s largest donor- and volunteer-supported mentoring network, Big Brothers Big Sisters makes meaningful, monitored matches between adult volunteers ("Bigs") and children ("Littles"), ages 5 through young adulthood in communities across the country. We develop positive relationships that have a direct and lasting effect on the lives of young people.
Maddie's Footprints
The mission of Maddie’s Footprints is to provide support to families coping with miscarriages, stillbirths or the loss of an infant.
Miles Perret Cancer Services
Miles Perret Cancer Services (MPCS) is a resource center for individuals and their families fighting, surviving and living with cancer. We are here to provide emotional support, guidance, programs and most of all, hope.
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.
