Matthew Hale (CFP®)
Matthew Hale focuses in the
following client markets or areas of practice:
- Business Owners
- ExPat and Cross Border Issues
- Federal Employees
- Investment Advice with Ongoing Management
- Real Estate Investments
- Retirement Planning & Distribution Rules
- Business Owners
- ExPat and Cross Border Issues
- Federal Employees
- Investment Advice with Ongoing Management
- Real Estate Investments
- Retirement Planning & Distribution Rules
Planning Specialties
Boston City Employees Boston Firefighters Cross Border (expat) Financial Planning Retirement Planning Investment Management Tax Planning Insurance Planning Estate PlanningAdditional Information
My passion lies in helping you turn your dreams into reality. With over 15 years of experience, I’ve worked with hundreds of families to make confident, well-informed decisions at every stage of life. I especially enjoy working with small business owners, Boston city employees, and public sector professionals who want to turn complexity into clarity. Whether it’s stock compensation, retirement planning, or balancing personal and business goals, I’m here to help you stay on course. ?As a small business owner, I understand how hard it can be to juggle the day-to-day with the big-picture vision… and that’s exactly why I love the work I get to do. Outside of work, my wife, Briana, and I love traveling to new places and finding great golf courses to play. I’m also a lifelong Boston sports fan, go Patriots!NAPFA Start Date
July 01, 2025
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