Broker Check


Our teamwork approach adds a broader perspective and provides increased benefits to our clients. We specialize in creating an approach that is designed to address your individual situation.

Matthew Neville, CFP®

Financial Planner


A dedicated financial planner and wealth advocate, Matt specializes in providing comprehensive financial planning, investment management and retirement income distribution services to individuals, families, and business owners.

Matt’s mission is simple: to think outside the box when solving your most pressing financial concerns by utilizing his vast array of resources to help you attain your personal vision of success.

When he graduated from college in 2008 during the worst financial crisis since the Great Depression, Matt saw first-hand people losing both their jobs and retirement savings. This inspired him to pursue a career helping people with their personal finances. This created the foundation of his financial planning practice. Today, Matt prides himself on his ability to help people better protect themselves, personally and financially, so they’re prepared for what’s ahead.

Whether you’re a pharmaceutical executive, a small business owner, retired or soon to be retired, Matt uses experience, technology, compassion, and a defined process to help remove uncertainty from your financial picture. With a commitment to service and support, Matt spends time getting to know you, your family, and your longterm goals. From there, he designs a personalized plan with manageable next steps. At every phase, Matt listens with intent, strives to make you feel comfortable, and explains concepts in a manner that works for you.

Matt follows a streamlined approach when working with new clients:

Step 1: Complimentary initial 20-minute phone call to ensure you are a good fit for one another.

Step 2: One-hour discovery meeting to do a deep dive into your finances.

Step 3: Prepare a proposal, which includes a written plan, costs, and expectations.

Matt graduated from Bridgewater State University with a Bachelor of Science in Economics. A firm believer in continuing education, Matt earned the CERTIFIED FINANCIAL PLANNERTM certification (CFP®), which is obtained after a rigorous two-day exam covering the financial planning process, tax planning, employee benefits, retirement planning, insurance, estate planning and wealth management. As a CFP®, Matt has pledged to adhere to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism, and diligence when working with clients.

Matt serves on the board of directors and the membership committee at Thorny Lea Golf Club and is a member at BNI Networking Group.

Outside of the office, you can find Matt playing a round of golf or spending time with his wife, Melissa, and their three daughters, Madison, Savannah, and Brooklyn.

Meredith Baio

Client Relationship Manager


As client relationship manager, Meredith manages all aspects of our day-to-day operations. This includes reviewing the new business workflow, maintaining client records, implementation of compliance procedures, tracking of assets and providing ongoing client service and support.

Prior to joining Matt's practice, Meredith worked in the financial services/banking industry for over 10 years, at Wellington Management, State Street and BayBanks. She also worked in the hospitality industry, and as a part-time Executive Assistant, supporting the CEO of Big Brothers Big Sisters of Massachusetts.

Meredith grew up in Dallas, Texas, and moved to Massachusetts in 1990. She married her husband, Anthony, who she met through the MBTA. They have two daughters, Sarah a freshman at UCONN, and Kaitlyn, a freshman in high school. Luna and Buttons, their two new kittens, recently joined the family.

Meredith enjoys walking, reading, traveling, spending time with friends and Mexican food!

IFP Team

Steve Kolano, CFA

Steve Kolano, CFA

Chief Investment Officer

Ray Lucas, Jr.

Ray J. Lucas, CFP®

Senior Vice President of Financial Planning

William D. Hackler, AIF

William D. Hackler, AIF

Retirement Plan Specialist

William  Beaudoin

William Beaudoin

Vice President, Case Design

Gregory Freeman

Gregory Freeman

Advanced Planning Specialist

Derek Chesley

Derek Chesley

Case Design Specialist

John  Pastore

John C. Pastore, Jr., CRPC®

Senior Vice President of Professional Partners Program