Matthew C. Gordon, CFP®

Senior Wealth Advisor

Boston, MA
Focus Areas

Stock Options and Equity Compensation
Pre- and Post-Liquidity Planning
Tax Planning
Investment Strategies
Corporate Sponsored Plans

Client Specialty

Young Professionals


Recipient of the FIVE STAR Wealth Manager Award in Boston Magazine (2020 – 2024)

Matt is a Senior Wealth Advisor and Principal at The Colony Group. He provides comprehensive wealth management and investment advisory services, including financial planning, investment management, and tax planning, to high net worth clients, families, and corporate executives. Matt is a CERTIFIED FINANCIAL PLANNER™ and has been named a “Five Star Wealth Manager” by Boston Magazine for the last three years.

Prior to joining The Colony Group in 2012, Matt worked for Brown Brothers Harriman where he provided accounting services for global mutual funds and international investments.

He earned his Bachelor of Science in Business Administration while concentrating in Finance from Ithaca College. Matt is actively involved with the Michael J. Fox Foundation.

In his spare time, he enjoys traveling, golfing, cooking, and spending time with friends and family.


Five Star Professional criteria: Credentialed as an IAR, FINRA-registered rep, a CPA, or a licensed attorney; at least five years in the financial services industry; favorable regulatory and complaint history review; meeting firm’s review standards; accepting new clients; one and five-year retention rates; assets administered; number of households served; and education and professional designations. Advisors awarded: nine Wealth Advisors for 2015; nineteen Wealth Advisors for 2016; twenty-two Wealth Advisors for 2017; and twenty-two Wealth Advisors for 2018, 2019, and twenty Wealth Advisors in 2020.

Published Insights

23 Colony Group MA-area Senior Wealth Advisors Awarded Five Star Wealth Managers for 2024

We are excited to share that 23 Massachusetts-area senior wealth advisors of The Colony Group have been named recipients of the 2024 Boston Five Star Wealth Manager award by...


The Colony Group, an independent, national wealth and business management firm with approximately $20 billion in assets under management, is pleased to announce the promotion of seven new principals:...

Why You Might Consider a Donor-Advised Fund Prior to an M&A Transaction

For many, in the year of closing of an M&A transaction, a considerable amount of taxable income could be generated from both vested and unvested options, as well as...