100 Lowder Brook Drive, Suite 1000 Westwood , MA 02090

781.255.0214

Matthew “Matt” Simoni serves as a planning strategist in Savant’s Westwood, Massachusetts office. A CERTIFIED FINANCIAL PLANNER® professional and a Certified Fund Specialist® (CFS®), Matt is knowledgeable in many areas of financial planning, including wealth transfer and philanthropy, proactive income and estate tax planning, retirement cash flow projections, retirement income optimization, insurance needs analyses, debt management, and education funding.

Matt began his career with a two-year internship at Heritage Financial while studying for his bachelor’s degree at Merrimack College in North Andover, Massachusetts. During that time, he helped implement new technology to streamline data gathering and improve firmwide efficiency.

He spent his first three years on the investment team, conducting research and overseeing performance reporting. His interest in engaging more directly with clients led him to transition to the financial planning team and earn his CFP® certification.

As a financial planner, he developed and executed best practices designed to help strengthen the quality and consistency of client planning. His leadership continued to grow as he became director of financial planning, supervising planning practice standards and illustrating strategies clients can use to pursue their goals. He joined Savant in 2026 when Heritage Financial joined the firm.

Matt lives in Medfield, Massachusetts, with his wife, Sarah, and their daughters, Lia and Ava. He is an avid sports fan and enjoys playing golf when he has free time.

Education &
Designations

Merrimack College
Bachelor of Science with a concentration in Finance
CERTIFIED FINANCIAL PLANNER® professional
Certified Fund Specialist® (CFS®)

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP® in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.

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