Matthew Shumaker - Adviser Investments

Matthew Shumaker

Account Executive

Matt began his career at Adviser Investments in 2017. He graduated cum laude from Stonehill College in 2017 with a B.S. in business administration and finance. He became a CERTIFIED FINANCIAL PLANNER™ professional in 2020. At Adviser Investments, Matt is responsible for assisting portfolio and senior account executives in converting prospects and providing service to current clients and their accounts. He ensures client satisfaction through strong communication as client requests and questions are presented. Matt enjoys playing golf and basketball and is an avid traveler. He grew up in Milford, CT, but currently resides in Cambridge, MA.

For more information on the awards and recognitions referenced above, please visit https://www.adviserinvestments.com/awards-and-recognitions/.

Financial Planning

Estate Planning

Investment Management

401(k) Advisory

Tax Services

Retirement Planning

A Wealth Team
Centered Around You

Our first—and most important—step is getting to know you. Your personal relationship team will work with you to develop a full understanding of your financial needs and goals—as well as your passions, values and aspirations.

Adviser Investments' logo is a registered trademark of Adviser Investments, LLC.