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.

NAPFA Start Date

February 11, 2022


This Office

86 Wood Street Milton, MA 02186 Phone: (202) 329-6878