Matthew Wyllie

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 2023, he was honored in Boston magazine for the second time as a Five Star Wealth Manager. He is a CERTIFIED FINANCIAL PLANNER™ professional and received his Accredited Wealth Management Advisor^SM 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.

Five Star Wealth Manager (2022, 2023)

CFP^®, AWMA^®

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.