Matt Wyllie | Boston, MA Financial Advisor | Adviser Investments
Matthew Wyllie
Partner, Wealth Adviser
617.321.2200 Schedule a Meeting
617.321.2200

Matthew Wyllie

Partner, Wealth Adviser


Background Experience

Matt joined Adviser Investments in 2005 after serving as a financial planner with American Express/Ameriprise Financial, where he worked closely with individual clients to implement personal and comprehensive financial planning solutions. In 2022, he was honored in Boston magazine as a Five Star Wealth Manager. He is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional and received his Accredited Wealth Management AdvisorSM (AWMA®) designation in 2015. Matt graduated from Bryant College in Smithfield, RI, with a B.S. in business administration and a concentration in finance. He lives with his wife and daughter in Acton, MA, along with their lovable Redbone coonhound, Grant.

Awards

Five Star Wealth Manager (2022)

Certifications

CFP®, AWMA®

The Best Financial Advice I Ever Received

Don’t spend what you don’t have. I became aware at a young age that no one’s financial situation is the same, and that sometimes the shiny new car in the neighbor’s driveway or the giant tv in your friend’s living room just wasn’t in the cards. Tracking what money came in and what went out each month allowed me to start saving for those things that were important to me. I’ve been fortunate to see what the benefit of investing at a young age can do, and it’s all started with living within my means.

Call: 617-321-2200
Address

85 Wells Avenue, Suite 109
Newton, MA 02494

Office Hours
  • Monday 8:00 am - 5:00 pm
  • Tuesday 8:00 am - 5:00 pm
  • Wednesday 8:00 am - 5:00 pm
  • Thursday 8:00 am - 5:00 pm
  • Friday 8:00 am - 5:00 pm
  • Saturday Closed
  • Sunday Closed

* All times are EDT

Focus Areas

Retirement Planning
Cash Flow Planning
Medicare Planning
Pension Analysis
Social Security Analysis
Employee Benefits Maximization

For information on professional designations and credentials referenced on this page, please click here. For information on each industry award referenced on this page, please click here.

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