Method Finance is a financial advisory firm dedicated to helping individuals make informed decisions and work toward their financial goals. Its mission is to make professional financial guidance accessible, supporting clients as they pursue financial independence and greater peace of mind. The firm provides investment management and financial planning tailored to each client’s needs, combining both services for one fee. Its advice can address investments, budgeting, and risk management, as well as practical questions about student loans, buying a home, starting a family, and retirement planning.

Method Finance describes its approach as objective and client-focused. As a fee-only adviser, it receives no commissions and earns revenue directly from clients. The firm emphasizes customized strategies, clear communication, and long-term relationships, helping clients build and implement integrated plans suited to their circumstances. Founder Matt Lambdin, CFA, established the firm after working at Wall Street firms including Goldman Sachs and Barclays Capital, with the aim of bringing financial knowledge to everyday people. Method Finance also donates a portion of company profits to charities.