Matteo Hoch
Principal and Founder
Bird Spring Financial
Fee-Only financial planner located in Las Vegas, NV, serving clients locally and across the country
I am Fee-Only
I do not accept commission, referral fees, or compensation of any kind based on selling financial products, without exception.
I am a Fiduciary
I will put your best interests first, and fully disclose and manage unavoidable conflicts fairly in your favor, at all times.
Things to Know
Based in Las Vegas, NV serving clients locally and across the country through remote meetings.
Bird Spring Financial provides financial planning focused services to help clients organize, grow, and protect their assets through life's transitions.
As a fee-only and fiduciary financial advisor, Matteo Hoch is never paid a commission of any kind, and has a legal obligation to provide unbiased financial advice.
Get to Know Matteo Hoch
I specialize in financial and tax planning for Do-It-Yourselfers.
I serve anyone needing professional financial advice to navigate life's major financial decisions and love helping people use their money more purposefully. I have extra experience with freelancers and solopreneurs as I've been there myself.
Best suited for people at a crossroads looking for a second opinion or guidance with a plan they can implement on their own.
My practice specialties include:
- Cashflow management and budgeting with multiple income streams
- Insurance
- Relocation
- Buying a house
- Evaluating a career change
- Tax planning -- as an Enrolled Agent (the highest credential the IRS awards) I have extra training and privileges with taxes
- Investment Performance Review (I lean towards a Bogleheads approach for most investors and encourage everyone to read “The Intelligent Investor”)
- Worldview Investing (Ethical, Vice, Other) Investing Alternatives
I offer:
- Consultations
- Investments second opinion
- Comprehensive financial planning
- Tax preparation, tax minimization planning, and representation
I started Bird Spring Financial because I noticed a gap between rules of thumb and financial advice for a self-employed data science freelancer like me. It was hard to find a financial planner to work with that didn’t want to manage my money, so I began learning on my own. Over time I realized I enjoyed learning about personal finance more than my freelance data science career and began to make the transition. I bring my strong analytical background to financial planning and love empowering people to live a more purposeful life on their terms.
Please learn more on my website: Bird Spring Financial LLC and feel free to schedule a complimentary getting to know each other meeting.
I Can Help You With:
- Comprehensive Financial Planning
- Tax Planning, Preparation, and Representation
- Retirement Income Planning
- Investment Management
- Cashflow Management and Budgeting
- Life Transitions (Career Change, Relocation)
Ideal Clients:
- Experiencing a “Mid-Life” Crisis
- Do-It-Yourselfer Needing Advice
- Cryptocurrency Taxes
- Entrepreneur
- Freelancer
FAQ with Matteo Hoch
- Do you offer a free consultation?
- Do you sell any financial or investment products like annuities or insurance that make you commission?
- What does it mean to be a fiduciary?
- I do not live in Las Vegas. Can I still work with you?
- Do you work remotely/virtually?
- Will you still work with me if I don't fit your ideal client?
- How often will we meet?
- Where will my assets be held?
- What process and timeline can I expect when I become a client?
- I'm an investment advisor looking for tax professionals to help my clients. Are you OK working with them purely on the tax side?
- Will you pressure me to have you manage my assets?
We offer a complimentary consultation including a tax return review by virtual meeting, phone call, or in person by appointment. During the meeting, we will discuss what brought you to seek out a financial planner, get to know one another, and answer any questions you may have surrounding our services or your financial planning needs.
- Do you offer a free consultation?
We offer a complimentary consultation including a tax return review by virtual meeting, phone call, or in person by appointment. During the meeting, we will discuss what brought you to seek out a financial planner, get to know one another, and answer any questions you may have surrounding our services or your financial planning needs.
- Do you sell any financial or investment products like annuities or insurance that make you commission?
- What does it mean to be a fiduciary?
- I do not live in Las Vegas. Can I still work with you?
- Do you work remotely/virtually?
- Will you still work with me if I don't fit your ideal client?
- How often will we meet?
- Where will my assets be held?
- What process and timeline can I expect when I become a client?
- I'm an investment advisor looking for tax professionals to help my clients. Are you OK working with them purely on the tax side?
- Will you pressure me to have you manage my assets?
Fee-Only and Fiduciary - Without Exception
Watch Our Video: Fee-Only, Fiduciary, Independent
Matteo Hoch's Designations and Affiliations
Matteo Hoch is a Member of The Financial Planning Association® (FPA®)
Media Mentions and Industry Involvement
Matteo Hoch is Quoted on Success: "How to Save for Retirement When You’re Self Employed"
Matteo Hoch is Quoted on Kiplinger: "5 Great Tools for DIY Stock Investors"
Matteo Hoch Presents a TDE Workshop on The Data Entrepreneurs : "Freelancer Financial Essentials (from a data freelancer turned financial planner) "
Matteo Hoch was Interviewed on The Data Entrepreneurs Panel: "How to Start Freelancing in Data Science"
Matteo Hoch is the Author of the Ergo Sum Blog
Office Locations
9741 Casper Peak Ct - Las Vegas, NV 89117
