Matthew E. Ryan, MSF, CFP®, EA

Senior Wealth Advisor

Wellesley, MA (Wellesley Gateway North Rte. 9)
Matthew E. Ryan, MSF, CFP®, EA

Tax Planning
Investment Strategies


Recipient of the FIVE STAR Wealth Manager Award in Boston Magazine (2015 – 2024)

For more than 22 years, clients have turned to Matthew Ryan for tax and investment counseling to individuals and small businesses.  

Prior to rejoining the firm, he served as Vice President at Fidelity Investments, Regional Director for Diversified Investment Advisors, and as Senior Business Manager for Financial Engines, Inc. 

  • Investment Adviser Representative (Series 65)
  • Enrolled Agent (EA)
  • MS in Finance from Boston College
  • BS in Accounting from Syracuse University

Five Star Professional criteria: Credentialed as an IAR, FINRA-registered rep, a CPA, or a licensed attorney; at least five years in the financial services industry; favorable regulatory and complaint history review; meeting firm’s review standards; accepting new clients; one and five-year retention rates; assets administered; number of households served; and education and professional designations. Awards presented every February 2011-2024 based on prior year’s data. Lists featured in Boston Magazine, Washington Post Magazine, and/or San Francisco Magazine. No fee or compensation was paid to Five Star Professional for inclusion in its list.