Matthew Hodges (CFA, CFP®)

Matthew Hodges focuses in the
following client markets or areas of practice:

High Net Worth Client Needs

Investment Advice with Ongoing Management

Retirement Planning & Distribution Rules

Additional Information

I began my career in the financial services industry nearly ten years ago. I hold a Bachelor of Arts in History from Hendrix College and a Master of Public Policy from Georgetown University. I am both a CERTIFIED FINANCIAL PLANNER™ and a CFA Charterholder, and also hold the Retirement Income Certified Professional and Wealth Management Certified Professional designations from the American College of Financial Services. I have lived for many years in Milton, Massachusetts with my wife Allie and our son Ben. In my spare time, I enjoy travel, reading, playing guitar, and taking long walks with the family dogs, Pedey and Louie.