Northeast Planning Associates
45yrs
Top advisor by experience in Bedford
12yrs
Matthew Smith
Financial advisor at Strategic Advisers
Matthew Smith has worked in the financial industry for 12 years and is a fiduciary financial advisor based in Bedford, New Hampshire. Matthew has been with Strategic Advisers since 2025; before that, Matthew spent four years at Fidelity Personal and Workplace Advisors and a year at Ameriprise Financial Services. Strategic Advisers offers financial planning, investment management, and selecting outside investment managers and is paid through a percentage of assets and flat fees.
One of 248 advisors with offices in Bedford, and one of 220 fiduciaries.
At a glance
Experience12 years (since 2014)
How that compares ?More experience than 66% of advisors at Strategic Advisers
OfficeBedford, NH
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$234,793
Advisors at the firm16,992
States licensed ?2 states
Services through Strategic Advisers
Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Mar 2025 – nowStrategic Advisers LLCCurrent firm
- 2021 – 2025Fidelity Personal and Workplace AdvisorsPreviously
- Jul 2020 – Aug 2021Ameriprise Financial Services, LLCPreviously
- Sep 2019 – Jul 2020TD Ameritrade, Inc.Previously
- Sep 2019 – Jul 2020TD Ameritrade Investment Management, LLCPreviously
- Jun 2018 – Aug 2019Charles Schwab & CO., Inc.Previously
- Jul 2015 – Jun 2017Strategic Advisers LLCPreviously
Contact Matthew
Bedford, NHOffice · Get directions Firm main line(617) 563-7000Headquarters: Strategic Advisers · Boston, MAIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Matthew
Tailored to Matthew’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Matthew
How do I contact Matthew?
Call Strategic Advisers at (617) 563-7000 and ask for Matthew Smith. Matthew works from the Bedford, NH office.
How long has Matthew been a financial advisor?
Matthew has been in the industry since 2014, about 12 years. More experience than 66% of advisors at Strategic Advisers.
What licenses does Matthew hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Matthew a fiduciary?
Matthew is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Matthew paid?
Strategic Advisers reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Matthew for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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