Matt Ilteris, CFP®, EA

Senior Wealth Advisor

Boston, MA
Focus Areas

Stock Options and Equity Compensation
Tax Planning
Investment Strategies
Estate Planning

Client Specialty



Recipient of the FIVE STAR Wealth Manager Award in Boston Magazine (2016-2019, 2021-2023)

Matt is a Senior Wealth Advisor and a Principal at The Colony Group. He provides comprehensive wealth management and investment advisory services, including financial planning, investment management, and tax planning, to corporate executives and high net worth clients of the firm. Matt is a CERTIFIED FINANCIAL PLANNER professional and an Enrolled Agent before the Internal Revenue Service. He was named a “Five Star Wealth Manager” by Boston Magazine in 2016 and 2017.* He is a co-author of the book, Personal Financial Planning for Executives and Entrepreneurs: The Path to Financial Peace of Mind.

Matt originally joined The Colony Group as a Portfolio Administrator in Colony Investment Management, where he was primarily responsible for new accounts, performance reporting, and client service requests. He earned his Bachelor of Science in Corporate Finance with a minor in Business Leadership from Virginia Tech.

As a lifelong athlete, Matt has completed multiple marathons and also enjoys playing hockey during the winter months. He also enjoys spending time with his wife and children.



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

How To Avoid Making The Blow Of A Pay Cut Even Worse

Lawyers are not immune to pay cuts during this pandemic. Michael Nathanson, CEO of The Colony Group, shares what you should and should not do to adapt to your new normal if your income has been cut.

According to Matt Ilteris, Senior Wealth Adviser of The Colony Group, not only is withdrawing from a retirement account a bad move but refraining from reducing deposits to such accounts may be in a lawyer's best interest if they're able to do so.