Matthew Dockall

My professional goal is to remove financial stress for my clients and allow them to more fully devote themselves to their businesses, practices, families, and communities instead of worrying about their finances.

He believes that, through better planning, his clients will feel more free to be generous with their time, wisdom, and money. I graduated cum laude from Texas A&M University in 2012 with a Bachelor’s degree in Economics. A few years after graduating, I decided to begin a career in financial planning at Wealth Design Group, where I was the first advisor in the firm’s history to win the Leader’s Club award in their first year. In 2018, I co-founded Presidio Financial to be able to offer unbiased advice and academically-sound investment principles. I have earned the designations, CFP® at Rice University and RICP® at The American College of Financial Services. These designations indicate I have a specialized education in retirement income and comprehensive financial planning and am committed to professional and ethical best practices. Additionally, I am a recipient of the Five Star Wealth Manager award for 2024, 2025, and 2026. I am a member of Antioch Houston church and is married to his wonderful wife, Emily. I desire mostly to honor God with my business through dedication, care, and heavenly wisdom. On weekends, I spend much of my time brainwashing my three kids to love Houston and Texas A&M sports (through ALL the ups and downs).