Matthew Bearth, CFP®, CAP®
Financial Advisor
Matthew Bearth joined Box Financial Advisors in December 2016 as a financial advisor, where he takes pride in helping his clients live exceptional lives.
As part of the Box Financial team, Matthew is responsible for over 100 client households*and is eager to serve more families in the future. Matthew has developed an expertise and passion for working with charitably inclined clients, especially those who share his faith and values.
Matthew graduated from the University of St. Thomas in 2014, where he triple majored in Catholic Studies, Psychology, and Philosophy. In 2020, he obtained his Certified Financial Planner (CFP®) designation and has been growing his practice ever since. He has enjoyed the journey of learning the financial planning business from the ground up.
Get to Know Matthew:
- Matthew lives in Crystal, MN, with his wife and six children and attends Holy Family Catholic Church in St. Louis Park.
- Matthew is an avid bowler and has even bowled 5 perfect games.
- He is a wristwatch enthusiast and enjoys talking watches with experienced collectors as well as people new to the hobby.
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*Number of Client Households Listed as of 06/24/2026