Financial planning and beyond

By understanding what’s most important to you, we can organize your financial life to help make sure your short-term needs don't cloud your long-term goals. We provide a structure so you clearly understand where your money is, and why. The plan we create together can help you stay focused at each stage of life, today, tomorrow and for future generations.

Chess board

Matthew Palm, CFP

Financial Advisor

Matt works closely with individuals and families to build comprehensive financial plans that are personalized to each client's unique financial situation. He has earned the Certified Financial Planner™ certification. The CFP® certification identifies those individuals who have met the rigorous experience and ethical requirements of the CFP Board, have successfully completed financial planning coursework and have passed the CFP® Certification Examination covering the following areas: the financial planning process, risk management, investments, tax planning and management, retirement and employee benefits, and estate planning strategies.

Prior to joining UBS, he worked in Private Wealth Management at Robert W. Baird, supporting financial advisors with the advisory solutions offered to clients. Matt began his career in financial services with Marshall & Ilsley Wealth Management and BMO Global Asset Management.

Matt has an MBA with a Finance specialization from Marquette University and a bachelor's degree in Business Administration and Finance from St. Norbert College. Additionally, Matt holds the FINRA Series 7 and 66 licenses, along with his WI Life, Health, and Long-Term Care insurance licenses.

Matt resides in Madison with his wife, Ann, and their sons, Colin, Andrew and Wesley. In his free time, he enjoys staying active with various sports, boating, traveling, and spending time with family and friends.

Registered States:
  • AK
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • IA
  • ID
  • IL
  • IN
  • KS
  • KY
  • MA
  • MD
  • MI
  • MN
  • MO
  • MS
  • NC
  • NE
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OK
  • OR
  • SC
  • TX
  • UT
  • VA
  • WA
  • WI


  • MBA with a Finance specialization, Marquette University
  • Bachelor's degree in Business Administration and Finance, St. Norbert College


  • Portfolio Manager
8020 Excelsior Drive
Madison, WI 53717
  • (608) 831-8668

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Legacy—Wealth for others

For needs that go beyond your own—to help you improve the lives of others

What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

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