Matthew Clifford is a financial advisor with Raymond James, where he advises successful individuals, families and business owners on building, preserving and transitioning wealth. Matt takes a strategic, big-picture approach to wealth management, focusing not only on investment performance, but on aligning each client’s financial life with their long-term vision, values and legacy. His thoughtful, relationship-driven style and commitment to acting in his clients’ best interests are central to his practice.
Matt works closely with clients to design and implement customized strategies across all aspects of their financial lives. His approach integrates portfolio management, retirement and income planning, tax-aware investment strategies, estate planning coordination and education planning, helping to ensure that each component works together cohesively. By simplifying complexity and providing clear, disciplined guidance, Matt helps clients make confident decisions through every stage of life.
A native of Sagamore Beach, Massachusetts, Matt earned his degree from Merrimack College. He is committed to building meaningful, long-term relationships and serving as a trusted advisor to the families he works with.
Outside of his practice, Matt spends most of his time with his wife, Abby, and their two daughters, Lucy and Rosie. He is passionate about health and fitness and enjoys playing golf. Matt joined Raymond James in 2026.