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Real Value On Your Financial Path

Asset Management, Financial Planning & Consulting, Business Services

Serving Family-Oriented Professionals

Specializing in Retirement Planning for Independent Contractors and the Self-Employed

Located in Parker County, TX

You've Worked Hard for Your Money

Let Us Help Your Money Work Hard for You

Personal Services

For Family-Oriented Professionals that have saved their hard-earned money

We offer Asset Management, Financial Planning or Consulting services to manage your asset portfolio, take on the role of CFO for your household or provide you with the necessary tools to help manage your finances.


Business Services

For the Self-Employed and Independent Contractors

We remove the burden of Retirement Planning for those that are Self-Employed or Independent Contractors, by establishing and managing your Retirement Plan, leading to increased savings and lower taxes.



Everyone Has a Different Path.

Let Us Help You Find Yours.

As part of our Service Offerings, we provide Financial Asset Management, Planning and Consulting, as well as Business Services.

Schedule a Meeting

Financial Asset Management

Path To Freedom

We provide Asset Management to those looking for a “hands-off” approach to building personal wealth for retirement, with complete management of your asset portfolio.


Financial Planning

Path To Prosperity

If you have balanced saving and spending but want to assess the possibility of achieving your financial goals, reaching retirement, or something more specific, we can design a plan to fit your needs.


View Our Business Services

Financial Consulting

Path To Saving

If you are looking to outsource your household finances, increase your savings rate or reduce your expenses, we offer accountability and budgeting tools.


Few Decisions in Life Should Be Made Without Financial Consideration.

As life changes, so do your financial needs. We can help manage your finances through your career moves or as your family grows and changes.

Are You Ready For That Next Decision?

Founder & CEO of MHB Advisory Services

My path to Financial Planning and Advisory was driven by a passion for investing and real estate and refined by experience in multiple industries, including Engineering, Oil & Gas, Real Estate and Financial Services. Being Self-Employed, I have direct knowledge of Retirement Planning for Small Business Owners. My process is based on my belief in optimizing savings rate and expenses, while utilizing an investing strategy that incorporates portfolio diversification for the long-term. 

Matt Beeby Photo Matt Beeby Hover Photo

Matt Beeby

Founder, CEO

I grew up in small-town Oklahoma, in a community surrounded by wheat fields where everyone supported the local sports teams and went to church. Both my parents were teachers and the first generation in their families to go to college. So besides our faith, education was very important.

Interestingly, I feel some of the major events in U.S. History shaped our family values. As children of the Great Depression, my grandparents learned the importance of thriftiness and saving. Both grandfathers then later served in World War II, further instilling in them a sense of duty and service, traits they passed on to the next generation.

Both sides of my family came from meager beginnings and the importance placed on faith, education, saving and hard work was far more valuable than any tangible assets they could give to us. Part of the reason I became a Financial Advisor is to serve and educate others about their finances, but also because I believed there was a better option to the Advisor that is trying to sell different products and charge high fees. I don't benefit from products I sell or make commissions on trades I make for clients. But rather, I have a Fiduciary duty, putting the interest of others above my own. Not every Advisor or Broker does that.

As for my family now, it all started in New Orleans, where I met my wife at church as recent college grads. Hurricane Katrina pushed us to Memphis, TN, where I started working in Financial Services. Ultimately we moved to Texas where all three of our children were born, and we finally settled just west of Fort Worth in Aledo, another small community. We enjoy sports, swimming, hiking, biking and try to travel as much as possible. We've started the process of conveying our family values to our kids.

My hope is to be a trusted ally to those who share my values, to help my clients in growing their wealth and achieving their financial goals.

More Info about Matt

Our Mission

We endeavor to follow Christ daily, both in our personal lives and in our work and hope this is reflected in our effort and development of relationships. Very simply, we are striving to put you in position to save money for the purpose of investment; to provide direction on your path toward building wealth while maintaining your quality of life. Our focus is to help you achieve your investment goals while being mindful of your expenses, offering personal financial service under a favorable cost structure and making recommendations for your best investment options even if it provides no economic benefit to our business. We have a fiduciary responsibility to our clients and operate under a fee-only structure. Unlike some brokers, we do not sell investment products or benefit from relationships to sell other companies’ investment products. We do not receive commissions on trades we make on your behalf, and while we regularly assess your portfolio, we re-balance under a long-term investing strategy, helping you to minimize trading costs. We are not limited in our investment options, further helping you keep underlying asset costs low and investment opportunities diverse. We strive to keep our operating expenses low and pass these savings on to clients in the form of lower fees. 

Personal Services Fee Structure

Financial Consulting: Our consulting services are generally related to Cash Flow Management (expense tracking, budgeting and saving), as well as debt management services, and we can assume the role of Household CFO for you as well. Our fees are based on a fixed monthly price that starts at $150 per month, subject to the level of service we provide. In some cases, fees for an analysis of your expenses or other services can be one-time and negotiable in nature. Click here for more information on Financial Consulting.

Financial Planning: We advise on a broad menu of personal finance matters, all of which are collectively included within personal Financial Planning. This service includes delivery of a financial plan specific to your goals, as well as a six-month review. We charge a one-time fee ranging from $2,000-$3,000 for personal Financial Planning, and this service can be renewed annually. Click here for more information on Financial Planning.

Financial Asset Management: For Asset Management the most we charge for assets held at Altruist is an annual fee of 0.75% of the assets we manage for you (deducted on a quarterly basis), with a decreasing fee tier as your assets grow. For assets held away from Altruist (401k, etc.), we charge an annual fee of 1.0% of those assets (also deducted quarterly). Furthermore, our Asset Management service includes our Financial Planning service and assistance with your 529 accounts at no additional cost. While we do have a $150,000 account minimum for Asset Management, we would love to discuss how we can help you start your path to asset growth regardless of your portfolio size. Click here for more information on Financial Asset Management.

We believe our fees are competitive and encourage potential clients to compare advisors on overall fee structure, including the cost of holding the underlying assets advisors recommend for your portfolio. 

Asset Management Fee Structure
Total Assets Under Management
Annual Fee
$0 - $1,000,000
Next $1,500,000
Next $2,500,000
Assets above $5,000,000

Business Services Fee Structure

Independent Contractors and other Self-Employed Business Owners: To establish Solo-401k or employer Simplified Employee Pension (SEP) plans, MHB charges a fee of $950, which can be waived if initial account assets managed by MHB equal at least $150,000 at which point standard Asset Management fees will apply (see our Personal Services Fees) and clients will receive complimentary Financial Planning Services. For assets of less than $150,000, an annual fee of $950 will remain in place for managed accounts. For accounts not managed by MHB, the $950 fee will be one-time, and clients will be eligible for discounted Financial Planning Services (a $500 savings). Click here for more information on Business Services.

Small Businesses: Our fees associated with Business Consulting may be dependent on the number of participating, eligible employees, as well as the amount of assets under management. We strive to keep our costs low, and we believe we offer compelling prices for either a startup retirement plan or the transfer of an existing plan.  See the table below for more specific information, and please note these fees do not include any third-party fees. All fees are paid in arrears on a quarterly basis.

Business Services Fee Structure
Total Actively Managed Assets*
# of Participating Employees
Annual Fee (paid quarterly)
$0 - $500,000
Less than 5
$2,000 ($500/quarter)
5 or more
$3,000 ($750/quarter)
$500,001 - $2,000,000
0.75% of AUM
Next $3,000,000
0.60% of AUM
Next $5,000,000
0.50% of AUM
Assets above $10,000,000
0.40% of AUM

*Total Actively Managed Assets include pooled Plan assets, any Actively Managed Assets of Plan Sponsor company owners, as well as any Actively Managed Assets of eligible, participating employees that meet MHB’s $150,000 personal Asset Management limit. If the Plan holds assets that are not Actively Managed or pooled, such assets will be subject to a Plan Consulting fee of 0.25% of assets, paid by the Plan Sponsor for services provided by MHB. All Plans remain subject to the above annual compensation minimums ($2,000 for less than 5 participating employees and $3,000 for 5 or more participating employees). 

More Info on Business Services

Looking To Discuss Saving and Investments?

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Are You Seeking Financial Freedom?

It's hard to know where you're going if you don't know where you are.

What's My Net Worth?

Or are you simply overwhelmed by the thought of budgeting and saving? Send us an email to access our free budgeting tool or to find out more about planning for your financial future. Let us know how we can help you on your path to Financial Freedom!