Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Matthew H
Series 66
Shelburne Falls, MA
Merrill
Matthew Hart is a Wealth Management Advisor at Merrill Lynch Wealth Management, having joined the firm in 2005. He specializes in helping clients achieve sustainable financial independence by developing personalized financial strategies that adapt to their evolving life circumstances, needs, and resources. Matthew works with private clients, families, entrepreneurs, founders, and key associates at both public and private companies. He aims to help these individuals understand the challenges associated with equity ownership and integrate it into their overall financial strategies. He collaborates with his clients' professional advisors, including CPAs and estate attorneys, to develop integrated strategies focused on mitigating tax liabilities and preserving legacies. He holds the CERTIFIED FINANCIAL PLANNER® (CFP®) and Certified Plan Fiduciary Advisor® (CPFA®) designations and earned a bachelor's degree in Management from Johnson & Wales University in Rhode Island. Matthew resides in Boston and enjoys cooking, hiking, photography, and traveling.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)
Finding advisors...
Find a financial advisor
Based on your filters