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cfpOwner/Investment Advisor Representative

matt-bioMatthew began his career in the retirement income planning field in 2001 and co-founded SHP Financial in 2003. For over 12 years, Matthew has been helping SHP Financial clients navigate a constantly evolving retirement planning landscape while building a business that has close to 1,000 clients and 20 staff members.

Matthew obtained his Certified Financial Planner, or CFP®, certification in 2015 and is a member of the Financial Planning Association.®  He is insurance licensed, and holds his Series 65 securities license, which allows him to provide financial and investment advice as a fiduciary advisor which means that he is required by law to avoid conflicts of interest, operate with full transparency and always do what is in the best interest of his clients. To read more about the unique differences of fiduciary advisors, click here to read a recent article in US News.

financial-planning-associationMatthew is author of the book “Mind the Gap:  The Cracks in the American Retirement System, " and for over seven years, he has been co-host of the popular financial radio show “Retirement Road Map,” which airs on WBZ, WRKO and WXTK.

matt-family-photo-2014-300x187Matthew, his wife, Diana, and their three children currently reside in the storied Ashmont Hill section of Dorchester, Massachusetts—not far from the Savin Hill neighborhood where he grew up. Graduating from the award-winning Boston Latin School in 1996, Matt went on to earn cum laude honors from the University of Connecticut in 2001, where he was awarded the dual degrees of Bachelor of Arts in history and Bachelor of Arts in English. In 2015 he earned Boston University’s Certificate of Financial Planning.

Click here for Matt's Form ADV Part 2B - SHP Wealth Management

Click here for SHP Wealth Management's ADV Part 2A

To schedule a complimentary, no-obligation consultation to discuss your financial future to see if you are on the right track towards a secure retirement, call us today at 1-800-227-7777 or click here.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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Because your future and your retirement depends on independent unbiased financial planning.