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Matthew Little

Partner/Financial Planner
Northeast Investment Advisors
40 Speen St Ste 202
Framingham, MA 01701
Office: 508-424-0686

Professional Approach

*Comprehensive financial planning

*Protecting your assets

*Minimizing taxes

*Investment stategies using tactical management to preserve assets

Matt Little is a seasoned professional in the financial industry. He began his career twenty-seven years ago with Putnam Investments. There, he was exposed to some of the best money managers in the industry. After Putnam, Matt moved to Edward Jones and Citizens Investment Service before realizing that the best way to serve his clients was at Northeast Investment Advisors where he would have the freedom to use the knowledge he developed over the years to provide the high standard of service every investor deserves.

When a client starts working with Matt, he has found that to be an effective financial planner, it is a multi-step process. He will first get to know a client, learn about their financial needs and goals in the present and the future and assist in building a plan to help them enjoy their life all the way through their retirement. The next steps would be to organize their information and formalize a plan customized to the client and their needs and desires. 

The first year of working together involves implementing the plan Matt develops with the client, educating them on the market and how their positions fit into the plan to acheive their goal. The realtionship would continue through the years with quarterly meetings and phone conversations monitoring the plan and tweaking it as the market may require so that your goals will be reached with great success.

Our lives are made up of many different aspects, let Matt guide you through the financial  piece so that you can enjoy your life to the fullest!

This award was issued on 2/1/20 by Five Star Professional (FSP) for the time period 04/1/2019 through 12/13/2019. Fee paid for use of marketing materials. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 3580 Boston-area wealth managers were considered for the award; 463 (13% of candidates) were named 2020 Five Star Wealth Managers. The following prior year statistics use this format: YEAR: # Considered, # Winners, % of candidates, Issued Date, Research Period. 2019: 3619, 566, 16%, 1/1/19, 4/18/18 - 11/6/18; 2018: 2819, 532, 19%, 1/1/18, 3/23/17 - 11/10/17; 2017: 2467, 623, 25%, 12/1/16, 3/26/16 - 11/23/16; 2016: 2530, 632, 25%, 12/1/15, 5/18/15 - 11/6/15; 2015: 3542, 801, 23%, 1/1/15, 5/18/14 - 11/6/14; 2014: 1707, 655, 38%, 1/1/14, 5/18/13 - 11/6/13; 2013: 2362, 713, 30%, 1/1/13, 5/18/12 - 11/6/12; 2012: 2591, 454, 18%, 1/1/12, 5/18/11 - 11/6/11.
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Securities and advisory services offered through Cetera Advisors LLC, member FINRA/SIPC. Cetera is under separate ownership from any other named enitiy.

*Winners appearing on this page do not pay a fee to be considered or to win the Five Star Award. Professionals with a digital profile have paid a promotional fee.
Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria-required: 1. Credentialed as a registered investment adviser (RIA) or a registered investment adviser representative; 2. Actively licensed as a RIA or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP's consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP's consumer complaint process; feedback may not be representative of any one client's experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria-considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager's future performance . Wealth Managers may or may not use discretion in their practice and therefore may not manage their clients' assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. Visit