Matthew
Mccreary
Darrow Wealth Management
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About this Advisor
Matthew Mccreary is a certified financial planner operating out of Needham Heights, Massachusetts who has 1 year of relevant experience. Mccreary works at Darrow Wealth Management. Their career trajectory has included roles at Kpmg Llp, Dimensional Fund Advisors and Darrow Wealth Management. Mccreary has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to serve investors in Massachusetts and Texas. Darrow Wealth Management is a financial advisory company based out of Needham Heights, MA. The firm has offices in four locations and just five employees. It handles $204 million in total assets between its 391 accounts, placing it among the mid-sized financial advisory firms in the country by assets under management. Of its 391 client accounts, 54% are associated with high-net-worth clients who have more than $1 million in assets available to invest. Darrow Wealth Management provides a few services, including financial planning services, portfolio management for individuals and small businesses and pension consulting services. Financial advisory fees largely are based on which services the firm provides the client. However, fee types charged by Darrow Wealth Management likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Darrow Wealth Management Brokerage Details
$203,637,475
5
391
$520,812
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Matthew Mccreary Work History
Matthew has been registered as a financial advisor for 1 years.*
Darrow Wealth Management
Dimensional Fund Advisors
Kpmg Llp
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
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
Needham Heights, MA
Needham Heights, MA
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.
