Matthew Bosley

Background

About Matthew Bosley

Matthew's satisfaction comes from helping clients to simplify complex financial challenges and to position their assets to work harder for them. He prides himself on being highly proactive in engaging with clients and coordinating retirement and wealth management strategies with their other trusted advisors, when requested. His career in the financial services industry started in 2006 when he joined Merrill Lynch Wealth Management. Since then, Matthew has earned several designations, including the Chartered Retirement Planning Counselor™, CRPC™ and the Chartered Retirement Plans Specialist™, CRPS™ and the CERTIFIED FINANCIAL PLANNER® certification, awarded by the Certified Financial Planning Board of Standards, Inc. Matthew lives in Howard County with his wife, Megan, and his three daughters, Blake, Taylor, and Morgan. Named to the 2025 Forbes " Best-In-State Wealth Advisors" list Published on April 8, 2025. Rankings based on data as of June 30, 2024.* Named to the 2025 Forbes "Best-In-State Wealth Management Teams" list. Published on January 9, 2025. Rankings based on data as of March 31, 2024.**Forbes is a trademark of Forbes Media LLC. All rights reserved. Rankings and recognition from Forbes are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results, and such rankings should not be construed as an endorsement of the advisor.*Certified Financial Planner Board of Standards, Inc. owns the certification marks CERTIFIED FINANCIAL PLANNER® and CFP® in the U.S, which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.*Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo; are certifications marks or registered certifications marks of The College for Financial Planning Institutes Corp. in the United States.*Chartered Retirement Plans Specialist™, CRPS™, and the CRPS™ logo certifications marks or registered certifications marks of The College for Financial Planning Institutes Corp. in the United States.*C(k)P® and Certified 401(k) Professional is a registered trademark of The Retirement Advisor University, Inc.