Matthew Barrand Email & Phone Number

Whether you are an experienced investor or just getting started, choosing a financial advisor is an important decision. Thank you for considering me as your trusted financial advisor.The clients I serve best prefer a personal, more customized approach to wealth strategies and appreciate guidance that is common-sense, straightforward and easy to understand. No two situations are the same, and my team and I enjoy taking on complexities that require a broad range of experience.I believe it’s important to invest time understanding your specific needs and what you’re working towards before you invest your money. We take your goals and tailor an established process to create personalized strategies to help you achieve your financial objectives. But I don't do this alone. I work closely with your estate planning attorney and tax professional to ensure we are addressing all possible issues and concerns. I specifically take on a limited number of new clients each year so that I have the proper time to dedicate to each individual and family I serve.Every client in my practice has a financial strategy customized to their unique situation. I have a disciplined investment approach with an emphasis on quality and a clear process to help ensure that each client feels understood, in control and ultimately secure with all aspects of their financial life.If you are looking for a long term partner that will work closely with you and your family throughout life's journey, please do not hesitate to reach out. We aim to be the best financial advisor in Boston including our immediate area of Newton and Waltham./*********/For instructions to opt out of Edward Jones commercial messaging and other important disclosures, see www.edwardjones.com/disclosures/social-media.

Listed skills include Field Work, Geological Mapping, Public Speaking, First Aid, and 21 others.

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  University Of Melbourne

  High Distinction