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Matthew Ryan

EA, CFP®, MSF

Senior Wealth Advisor

Matthew Ryan

Services and personalized investment advice are only provided pursuant to an advisory agreement with the client. We do not provide individualized stock recommendations over social media. Be aware that specific investment opportunities shared through WhatsApp are fraudulent.

Matthew Ryan

Professional Certifications

  • EA – Enrolled Agent
  • CFP® – CERTIFIED FINANCIAL PLANNER® professional
  • MSF – Master of Science in Finance

About Matthew

Matt joined the firm in 1997, and for over two decades, clients have turned to him for tax and investment counseling for individuals and small businesses.

Education and Professional Milestones

-Syracuse University - BS in accounting

-Boston College - MS in finance

-Has held roles as vice president at Fidelity Investments, regional director for Diversified Investment Advisors, and senior business manager for Financial Engines Inc.

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