Matthew J. Ure

Personal Finance, Retirement, Investing
“The whole is greater than the sum of the parts- when all parts of a financial life are put together properly, incredible value is captured! ”

Anthony Capital, LLC

Job Title:

Vice President


Matthew is an avid learner and as such, sees his role as a guide who helps clients as they navigate saving for retirement and spending in retirement. His training as an Retirement Management Analyst informs every aspect of his planning and centers every decision on the client. He has taught hundreds of seminars touching on subjects ranging from debt solutions, investing, Social Security, pensions, insurance, and other financial topics, with the emphasis being on what trade offs are made when each is selected. 

Living in San Antonio, known as Military City USA, Matthew has become an expert in optimizing the financial lives of public as well as private sector employees.   Matthew recognized a huge need for benefits education and basic financial planning among government employees. To serve this need, he started Federal Benefits and Retirement ( and teamed up with the nonprofit The Society for Financial Awareness to offer trainings and private consultations at no cost to federal employees.  This collaboration has given thousands of federal employees access to fiduciary advice formerly reserved for the more affluent and has created millions in dollars of value for them and their families.  

With everyone in the industry clamoring to proclaim their fiduciary status, Matthew is quick to point out that that actually requires more than honesty and transparency. Though without those one cannot claim to be advising, without a broad understanding of finance one cannot claim to be a true advisor. 

Matthew is the 8th of 11 children, which he will tell you was an education in and of itself.  He has graduated from Dixie State University and Brigham Young University, and has also taken numerous post-graduate courses including a 4 month stint in Medical School. He speaks fluent Thai and enjoys traveling whenever occasion permits. He enjoys being a father to 3 boys and husband to a beautiful and creative wife. 


Brigham Young University

Assets Under Management:

$14 million

Fee Structure:

Fee Only

CRD Number:


Insurance License:

#1974612 TX

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    Debt, Investing
What should I do with the $10,000,000 I just acquired after selling my company?

Congratulations!  That is really awesome. 

Your question is one that many high net worth clients are struggling with and is certainly part of the reason that Bitcoin jumped so much this year- people were looking for alternatives to stocks and bonds. 

While I don't heavily advocate for crypto-currencies, the idea of seeking investments that are not directly tied to the "market" is a sound idea though given the high valuations.  Considering your sizable investable assets you have the advantage of being able to access private funds and other non-public ventures. Examples include real estate funds, oil and gas funds, and partnerships in private businesses, as well as even less traditional funds like buying legal settlements and making small business loans.  These can provide significant returns but they also can provide much greater diversification from the various business cycles that plague the traditional markets. Experience and due diligence is highly important with these investments however. 

Obviously, your goal should be to find someone who is competent and who you can trust.  My opinion is that you will be best served by someone who works in wealth management and has alternative investment expertise. Wealth management is different from investing/ insurance guys, and even differ from financial planners in that they work solely with high net worth individuals to integrate all financial aspects, whether that is taxes, interest, or asset valuations, etc, into a comprehensive picture that provides the most value to you. 

That said, while I'd love to help you, your situation is outside of my wheelhouse. Depending on your goals, I'd refer you to one of two people- Dave Anthony is more wealth builiding and uses alternatives, or Kirk Cassidy for charitable and retirement planning. They are both top 3 for most brilliant, creative,and innovative managers out of the thousands I've met. And perhaps even more importantly, they are straight shooting and squeeky clean. 

Good luck! 




January 2018
    Real Estate, Insurance
I'm disabled and my primary residence is threatened with foreclosure; am I eligible for a hardship withdrawal to purchase an RV as our primary residence?
0% of people found this answer helpful
January 2018
    Real Estate
How do I determine my capital gains on the sale of a former rental property once I've made it my primary residence?
0% of people found this answer helpful
January 2018
    Debt, IRAs
Should I use an early IRA distribution to pay off my credit card balance?
65% of people found this answer helpful
December 2017
    IRAs, Retirement Plans
I'm 24 and contributing to a simple IRA; what else should I be doing to prepare for retirement?
December 2017