Weston Financial

Our Professionals

Matthew D. Biggar, CFP®, CFA®

Vice President & Senior Financial Counselor


Matthew D. Biggar
100 William Street, Suite 200
Wellesley, MA 02481
Phone: 781-235-7055 ext. 7842
Fax: 781-235-1905
Email: mbiggar@westonfinancial.net

Five Star Wealth ManagerSM 2011, 2012, 2013, 2014

 

Matt is a Senior Financial Counselor and has been with Weston Financial since 2001. He is a CFA® charter holder, as well as a CFP® practitioner. Matt is an analyst for the New Century Alternative Strategies Portfolio and is also a voting member of the firm’s Investment Committee.

Matt’s specialty is working with executives to maximize the value of their corporate benefits. Matt takes a goal-oriented approach in designing a financial plan that best utilizes a client’s corporate benefits and net worth to meet their personal objectives. Matt graduated Magna Cum Laude and with High Distinction from the Academic Honors Program at Babson College. At Babson, he received a B.S. in Business Administration. Matt received his Masters in Taxation at Bentley University. Matt is a member of the CFA® Institute, as well as the Boston Security Analyst Society. Matt volunteers his time with the AARP Bill Payer Program.

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FIVE STAR Wealth Manager
Weston Financial  |  Wellesley Office Park  |  100 William Street, Suite 200  |  Wellesley, MA 02481  |  781.235.7055
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