Matthew D. Schroeder, CFP® is a Wealth Advisor and the Director of Financial Planning at Great Point Wealth Advisors.
Matt works closely with motivated clients to define, develop, and preserve their financial confidence and personal prosperity. Through a comprehensive planning process, he helps clients develop an investment policy, explore tax planning strategies, determine retirement income needs, and transition wealth to future generations.
A Certified Financial Planner designee with 20 years of experience, Matt has been recognized a number of times by Boston Magazine as a 5-Star Wealth Manager.
Matt earned a Bachelor of Arts in Economics from The University of Pennsylvania. He has served as President of Danvers Rotary and the Greater Beverly Chamber of Commerce. In his free time, Matt enjoys playing golf and spending time with his family in Wellfleet on Cape Cod or at Point Sebago in Casco, Maine. He lives in Danvers with his wife, Amy, and their three children.