About
Angel Legacy Advisors

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Why Angel Legacy Advisors Exists

After 15 years in the financial planning world—leading teams, mentoring advisors, and helping clients navigate life’s biggest decisions—I felt a calling to do something different. More personal. More grounded. More meaningful.

I believe that where your heart lies, there your treasure is also. Many people have heart problems that lead to money problems—or they have lots of money that is always shaping their heart.  I believe money amplifies who we already are. A generous person can be generous with little or much. But someone who places their trust in worldly wealth will often find that the more they have, the more anxious they become.

That’s why I launched Angel Legacy Advisors: to help people build wealth with wisdom and pursue legacy with purpose.

About Matthew Angel, CFP®

  1. CERTIFIED FINANCIALMatthew-at-Desk-at-office PLANNER™ professional
  2. 15+ years of financial advising and investment experience
  3. Masters Business Administration in Finance
  4. Former Director at a Fortune 100 firm
  5. Deacon at First Baptist Lubbock, youth coach, proud husband and dad of four

I’ve seen firsthand how messy—and meaningful—money can be. I’ve also seen how much peace it brings when you have a plan that reflects your values and a guide you can trust.

This work isn’t just a career for me. It’s a calling. I listen deeply, tailor my advice, and walk with my clients through every season.

Our Investment Philosophy

I believe your investments should serve your life—not the other way around. That means:

  1. Keeping costs low withdiversified portfolios of mutual funds and ETFs
  2. Rebalancing when needed
  3. Using smart tax strategies (like tax-loss harvesting, efficient drawdown)
  4. Aligning your risk level with your goals and season of life
  5. I don’t chase trends or hot stock tips - I do adjust investments over time with market conditions, trying to take advantage of trends and maximize return for the risk you are taking.

If you want to dig into the numbers, I’m ready. But if spreadsheets make your eyes glaze over? I’ll simplify the complex and walk you through it at your pace.

What Makes This Firm Different

Angel Legacy Advisors is small by design. When you work with me, you get me. Not a junior advisor. Not someone with sales quotas. Not a call center.

I left a large firm where I led national teams—but often felt too far from the people I truly wanted to serve. I started Angel Legacy Advisors to:

  1. Stay close to the families I work with
  2. Keep my client list focused and personal
  3. Avoid bloated corporate systems that slow everything down

Here, I answer only to you. And I can be nimble, creative, and values-driven in a way that big firms simply can’t.

Why "Angel Legacy"? My last name is Angel. But the mission goes deeper. This firm exists to help clients pursue wealth with wisdom, and leave a legacy with purpose.

Wealth With Wisdom

Wisdom isn’t loud. It doesn’t trend. It doesn’t scream for your attention like the next hot stock or financial headline. But it’s out there—ancient, life-giving, and incredibly powerful for those who seek it.

I believe wisdom is the quiet strength that helps you see through the noise. It keeps you grounded when others are panicking. It helps you make better decisions with your money, your relationships, and your time.

“Wisdom is a defense as money is a defense, but the excellence of knowledge is that wisdom gives life to those who have it.” – Ecclesiastes 7:12 (NKJV)

There are a lot of get-rich-quick schemes. But there are no get-wise-quick schemes. Whether you're experiencing a financial windfall, facing a big decision, or just trying to grow what you’ve worked so hard for—you need more than just wealth. You need wisdom.

Legacy With Purpose

I also believe that wealth is meant to be enjoyed—but not hoarded. If you’ve built something meaningful, let’s talk about how to use it well.

We really only have four options with our wealth:

  1. Spend it on ourselves
  2. Bury it and watch it grow
  3. Chase after more of it
  4. Do good with it

I hate to break it to you, but everything you’ve earned is eventually going to someone else—whether that’s a car dealer, the IRS, your kids, or a cause you care about. You get to choose who benefits, and when.

Your legacy isn’t something you leave behind. It’s something you build every day.

“Command those who are rich in this present world not to be arrogant nor to put their hope in wealth, which is so uncertain, but to put their hope in God... Command them to do good, to be rich in good deeds, and to be generous and willing to share.” – 1 Timothy 6:17-19

I help clients articulate their values, protect their families, enjoy what they’ve built, and deploy their resources to do lasting good. That may mean:

  1. Passing wealth to heirs, tax-efficiently, cutting the IRS out of the will where possible
  2. Helping you with career and work decisions, including retirement
  3. Creating charitable strategies that benefit your family, community, and favorite causes.

Let’s make sure your money works for more than just you.

My Promise to You

Your money is more than just numbers. It’s the fruit of your labor. The fuel for your future. The means through which you care for your loved ones and leave a mark.

I don’t take that lightly.

As a fiduciary and a believer, I will steward your trust with integrity, wisdom, and clarity. I will pray for your family. I will challenge you if needed. And I’ll be here through life’s inevitable curveballs—to help you respond with confidence and peace.