Matthew Haefner

Matthew Haefner is a Partner and Senior Advisor at Monograph Wealth, based in Manhattan Beach, CA. He leads wealth strategy development for multiple generations of high net worth families, focusing on balance sheet-based solutions that foster long-term success and stability in dynamic market environments. His advisory practice centers on multigenerational wealth planning, integrating investment management with advanced estate, tax, and philanthropic strategies for families typically managing $30 million to $500 million in assets.

Prior to joining Monograph Wealth in 2016, Haefner was Vice President at Oakwood Capital Management, LLC, where he established the firm's financial planning processes. His earlier experience includes advising high net worth clients at Credit Suisse Private Banking, with particular focus on integrating investment banking, lending, and trust & estate services. He holds the CERTIFIED FINANCIAL PLANNER™ designation, reflecting his expertise in sophisticated financial planning for affluent families and institutions.

Haefner earned his MBA in Finance & Valuation from the University of Southern California’s Marshall School of Business and a Bachelor's degree from the University of Pennsylvania. Within Monograph Wealth, he is noted for constructing holistic investment strategies that span public and private capital markets, alternative investments, estate planning vehicles, and philanthropic initiatives. His career is marked by a commitment to fiduciary excellence and personalized wealth management solutions for ultra-high-net-worth clientele.