<p>Today on the Maverick CPA Podcast, I&#39;m talking with Matthew Miller, co-founder and CEO of Awaken Wealth Partners, a wealth management firm in Houston.</p>

<p>I&#39;ve known Matt for many years, we&#39;ve had a number of client meetings together, and I&#39;ve always enjoyed his holistic approach to planning.</p>

<p>This is a great episode to learn more about the approach Awaken takes Matt&#39;s journey and how they combine fiduciary responsibilities and a &#39;suitability&#39; perspective.</p>

<h2><strong>LINKS</strong></h2><p><a href="https://www.maverickcpa.com/007" target="_blank" rel= "noopener">Show Notes</a></p>
<p><a href="https://www.bakertilly.com/contact/directory/jay-tompkins" target="_blank" rel= "noopener">About <strong>Baker Tilly</strong></a></p>
<p><a href="https://www.awakenwealthpartners.com" target="_blank" rel= "noopener">About <strong>Awaken Wealth Partners</strong></a></p>
<br /><h2><strong>GUEST</strong></h2>

<table style="margin: auto;"><tbody><tr>
<td><img src="https://assets.fireside.fm/file/fireside-images/podcasts/images/d/d2fffc6b-7558-4650-8532-12e785654ef0/guests/5/52cd755c-0a82-4f7d-b843-980be3365127/avatar_thumb.jpg" style="border-radius: 50%; max-height: 150px; vertical-align:middle; padding-right: 20px"></td>
<td><span style="font-family: 'relation-one', sans-serif; font-size: 2em !important; font-weight: 700; text-transform: unset !important;">Matthew Miller</span><br><a href="http://www.maverickcpa.com/guests/matthew-miller"><button style="border: none; color: white; background-color: #4caf50; text-align: center; text-decoration: none; display: inline-block; font-size: 16px; margin: 4px 2px; cursor: pointer; border-radius: 3px;">About Matthew</button></a></td>
</tr></tbody></table><p>Special Guest: Matthew Miller.</p>

Ep008: Creating Refined Goals with Ali Nasser

Join Jay Tompkins as he talks with industry leaders and specialists about their maverick approach business, opportunity and life.