Matthew Mullowney, CF2

About Matthew Mullowney

At Lifeworks Advisors, we firmly believe that financial planning should be a reflection of your life, not just your financial goals. As a Partner and Advisor, Matthew plays a pivotal role in helping clients align their wealth with their core values, crafting personalized plans that support the life they genuinely desire. Matthew’s unique perspective stems from his 15-year career as a professional chef, which he transitioned into wealth management in 2013. This diverse background has profoundly influenced his client relationships, enabling him to anticipate their needs, pay meticulous attention to details, and create experiences that nourish both clients and himself, both practically and personally.

Matthew firmly believes in a powerful equation: Values + Vision + Strategy = Wise Decisions and Measurable Results. While others may focus solely on performance graphs, Matthew prioritizes what truly matters—life adventures accomplished, dreams pursued, and aspirations achieved. He meticulously tracks whether clients are living in alignment with their values, rather than merely meeting financial benchmarks. This unwavering passion for planning beyond numbers is evident in his ability to celebrate clients’ milestones, such as taking sabbaticals, launching nonprofits, or creating the family legacy they envisioned.

Matthew specializes in serving families who seek more than conventional investment management with model portfolios, and builds the strategies off our Life-Driven Planning focused on each clients cash flows from their financial plan. His journey through Edward Jones, Wells Fargo Advisors, and LPL Financial led him to Lifeworks Advisors, where he found a truly fiduciary environment that resonates with his belief that money should serve a greater purpose. From his St. Francisville, Louisiana office, Matthew serves clients nationwide through the straightforward and transparent model pioneered by Lifeworks.

When not assisting clients in pursuing their dreams, Matthew enjoys cooking and entertaining with his wife, Leslie, and their daughters, Lucy and Caroline. Just as a chef skillfully combines diverse ingredients to create harmonious dishes, Matthew orchestrates all the elements of clients’ financial lives to work seamlessly together. At Lifeworks, we understand that your life can be complex, but your financial plan doesn’t have to be. Matthew is dedicated to ensuring that your money supports your dreams, not the other way around. After all, success isn’t measured solely by