Matthew
Mccreary

Darrow Wealth Management

CRD#6534319
Investment Advisor
in Needham Heights, MA

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About this Advisor

Matthew Mccreary is a financial advisor based in Needham Heights, Massachusetts, working with Darrow Wealth Management. Matthew has previously held positions at Kpmg Llp, Dimensional Fund Advisors, and Darrow Wealth Management. Matthew has passed the Series 66 regulatory exam and is registered to provide services in Massachusetts and Texas. Currently, Matthew is part of Darrow Wealth Management, which operates out of Needham Heights, Massachusetts. The firm has 4 offices and 5 employees. The firm manages assets totaling $245.5 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and pension consulting services. The fee structure at Darrow Wealth Management includes asset-based and fixed fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

200 Reservoir Street Suite 303
Needham Heights, MA 02494

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Darrow Wealth Management Brokerage Details

Total Assets Under Management

$245,506,410

MA Average: $16,012,751,954
Total Number of Employees

5

MA Average: 118
Total Number of Accounts

397

MA Average: 4,567
Average Account Size

$618,404

MA Average: $3,506,186

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services

Matthew Mccreary Work History

2022 - Present (3 years)

Darrow Wealth Management

2015 - 2022 (7 years)

Dimensional Fund Advisors

2009 - 2015 (6 years)

Kpmg Llp

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Matthew Mccreary to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Darrow Wealth Management

Kristin Mckenna
Needham Heights, MA
Matthew Mccreary
Needham Heights, MA
Michelle Wells
Needham Heights, MA

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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