Matthew D. Biggar, CFA®, CFP®
Principal & Senior Wealth Advisor
For Matt, financial planning is both a profession and a family legacy. Inspired by his father, who pioneered one of the first comprehensive wealth management firms, Matt has long appreciated the power that thoughtful planning can have on helping families achieve their financial goals.
Matt leverages his diverse tax and investment background to build comprehensive and coordinated strategies for the families he works with. He takes pride in working closely with clients to understand their fluctuating income during different stages of life to develop advanced tax savings strategies. He also appreciates the many subtle details of portfolio construction with the end-goal of maximizing the after-tax, risk-adjusted growth in client accounts.
Prior to co-founding Stage Harbor Financial, Matt was a Senior Financial Planner at Weston Financial. He earned his undergraduate degree with honors from Babson College, holds a Master’s in Taxation from Bentley University, and is both a Chartered Financial Analyst (CFA) and CERTIFIED FINANCIAL PLANNER™ professional.
Outside of work, Matt enjoys spending time with his wife and four children, coaching their activities, traveling, and getting outdoors—whether trail running, fishing or skiing.
