Matthew Simoni, CFP®, CFS®

Director of Financial Planning

Matt Simoni

While attending Merrimack College, Matt joined Heritage for a two-year internship. Matt was part of a team that implemented new technology to streamline data gathering, helping the firm become more efficient. He enjoyed Heritage’s inclusive culture and, upon graduation, became our eighth employee.

For the first three years of his career, Matt was part of Heritage’s investment team, conducting research and overseeing performance reporting. A desire to be more actively involved in client cases inspired him to move to the financial planning team and earn his CFP® certification. Matt was influential in improving the tools advisors use to make informed decisions with clients.

As a Financial Planner, Matt helped develop and implement best practices to ensure the quality and consistency of our advice. He has been a resource for all the wealth management teams and played an important role training new staff as the firm has grown.

Matt’s career continues to progress with his responsibilities as Director of Financial Planning. In this role, he supervises our financial planning practice standards. Matt is also our in-house financial planning software expert, illustrating strategies that clients can use to help meet their goals.

Matt lives In Medfield, Massachusetts with his wife, Sarah, and their two daughters Lia and Ava. Matt is an avid sports fan and enjoys playing golf in his spare time.