Matthew Hodges
CFP®, CFA®
Dreamfield Planning Group, LLC
Financial Planner
Matthew Hodges
CFP®, CFA®
Dreamfield Planning Group, LLC
Financial Planner
You only have one shot at retirement. May it be on your terms and aligned with your dreams. Let me help navigate your journey. - Matthew Hodges, CFP®, CFA®
Empowering families to achieve their dreams through holistic financial planning.
Matthew Hodges is a Milton, MA fee-only financial planner serving the greater Boston area and Massachusetts’s South Shore. Dreamfield Planning Group, LLC provides holistic financial planning with an emphasis on investment management and planning for retirement to help to help others in the service of their goals, especially those individuals and families entering a more critical phase of their financial lives (retirement). As a fee-only, fiduciary, and independent financial advisor, Matthew Hodges is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Matthew Hodges is the founder of Dreamfield Planning Group located in Milton, MA.
I began my career in the financial services industry nearly ten years ago. Prior to founding Dreamfield Planning Group, I served as an associate wealth management advisor at Sconset Wealth Management—an advisory practice nested in the downtown Boston office of Northwestern Mutual—where I developed financial plans and managed investment assets. In a preceding role in the same office, I led an internal business unit providing investment consulting services to multiple financial advisors representing more than $200 million of assets under management (AUM).
Previous to that, I served as an associate financial advisor at a Foxborough, Massachusetts financial planning practice and as a research analyst at a Cambridge, Massachusetts public policy research firm. I hold a Bachelor of Arts in History from Hendrix College and a Master of Public Policy from Georgetown University. I am both a CERTIFIED FINANCIAL PLANNER™ and a CFA Charterholder.
I have lived for many years in Milton, Massachusetts with my wife Allie and our son Ben. In my spare time, I enjoy traveling, reading, playing guitar, and taking long walks with the family dogs, Pedey and Louie.
Matthew Hodges is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Dreamfield Planning Group is the culmination of many years working at the craft of financial planning. The name represents the faith I have in this discipline and my efforts in the service of others. A lot of financial firms use phrases like "Wealth Management" or "Financial Group" in their titles, but I wanted to emphasize first and foremost that my focus is on financial planning.
I enjoy the teaching and interactive aspects of the job, where clients are invited to engage in the plan creation, input, and design processes. One of my greatest strengths lies in making complex subject matter easy to comprehend, which means some of the best tools in my kit are analogies, stories, and other illustrative ways to help clients understand. In the final analysis, most financial advisors genuinely want to help their clients, but having a "fee only" distinction means I have already removed myself from any potential conflicts when it comes to objective advice on finances versus selling products like insurance or mutual funds.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Matthew Hodges is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Matthew Hodges is a holder of the right to use the Chartered Financial Analyst® designation
The CFA Program is the most respected and recognized investment management designation in the world with less than 200,000 charterholders globally.
This advisor has earned the Chartered Financial Analyst® designation (CFA® charter) by passing all three of the CFA exams and gaining relevant industry experience, demonstrating their mastery of the investment analysis and decision-making skills most needed in the global investment management profession.
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Matthew Hodges is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Matthew Hodges is a Member of the XY Planning NetworkThe XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.
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Matthew Hodges is a Member of the CFA Institute
The CFA Institute is a global, not-for-profit organization comprising the world’s largest association of investment professionals. With more than 170,000 members and 150 regional societies around the world, the organization is dedicated to developing and promoting the highest educational, ethical, and professional standards in the investment industry.
Contact Matthew Hodges
Office Locations:
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86 Wood Street
Milton, MA 02186
