Matthew works with high-net-worth individuals, family offices, and institutions to deliver customized fixed income and equity investment strategies. With over two decades of experience in financial services, he provides thoughtful, client-centered guidance across investments, retirement, estate planning, philanthropy, and tax strategies.
Prior to Farther, Matthew held senior roles at NewEdge Wealth, SVB Private/Boston Private Wealth, and Morgan Stanley, where he advised clients on asset allocation and investment strategy. Matthew led business development at Heritage Capital Management earlier in his career and was a member of their investment committee. Before entering the finance industry, he spent over five years teaching and coaching both in the United States and abroad.
Matthew serves on the Board of Overseers at Boston Children’s Hospital, the Finance Committee for Beth Israel Lahey Health, and the national board of the Roberto Clemente Foundation. He is also the founder of Congregation Ahavat Olam in North Andover, MA. A graduate of Union College and Northeastern University, Matthew lives north of Boston with his wife, Cindy, their three children, and two labradoodles. Outside the office, he enjoys golfing, listening to music, and traveling.
Start by scheduling a discovery call. Think of it as a mutual interview, not a sales pitch. We’ll explore your goals, assets, and financial vision. If we’re the right fit, our Concierge Team seamlessly handles setup and transfers, ensuring a smooth, tax-efficient transition from day one.
Farther advisors act in your best interest and are fiduciaries. We’ve eliminated commissions to remove conflicts and use a simple, transparent fee structure. Our growth depends directly on your success — we thrive only when your wealth does.
Our technology amplifies — not replaces — human expertise. The platform manages daily precision tasks, freeing your advisor to focus on strategy and nuance. This blend of advanced automation and human insight ensures your wealth benefits from both innovation and personal guidance.
Farther’s platform uses advanced encryption, continuous monitoring, and a proprietary vault architecture engineered for maximum data integrity. Backed by leading global tech investors like Alphabet’s CapitalG, our systems are designed and vetted to keep your wealth safe.
Farther acts as your wealth’s central hub. Our unified platform brings all your accounts together, while your dedicated advisor orchestrates your investment, tax, and estate strategies. The result is a seamless, proactive, and fully coordinated approach to managing every part of your financial life.
