William Snodgrass, CFP® is the founder of Matt25 Capital and a retirement transition expert with over 16 years in the profession, based in The Woodlands, TX.

William Snodgrass, CFP® is the founder of Matt25 Capital and a retirement transition expert with over 16 years in the profession, based in The Woodlands, TX.

Will’s approach is built around a simple but countercultural idea: the plan should dictate the portfolio, not the other way around. While most advisors focus on asset management, Will builds comprehensive retirement plans first, covering income, taxes, Social Security, Medicare, estate strategy, and legacy, then manages the assets to serve that plan.

His work is rooted in what he calls the Theology of Enough: helping Christian families replace financial anxiety with peace, and uncertainty with confidence. His clients aren’t return-chasers. They’re people who have worked hard, accumulated meaningful wealth, and still lie awake wondering if it’s enough to actually live on.

Will knows that feeling personally. When he was 21, his father passed away without a completed plan. What followed was 14 years of probate that slowly consumed the business and family home his father had spent a lifetime building. That experience is why he does this work.

He serves pre-retirees, retirees, and business owners who want a real plan, not just a managed portfolio, and who want their financial life to reflect their faith and values.

Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser.