Matt’s passion to serve his client stems from growing up in the investment business. His father, the late David Palmgren, spent twenty years as a financial advisor in the Worcester area. With his desire to help his clients achieve their financial goals, Matt creates an investment plan tailored to each client’s unique needs and goals. Matt specializes in comprehensive retirement planning, ensuring clients are prepared and empowered for one of the most important stages of life.
Matt joined ELM Wealth Management in 2017 after spending over four years as a Senior Regional Investment Consultant for Fidelity Institutional Asset Management. There, he earned the prestigious Certified Investment Management Analyst® designation from the Wharton Business School at the University of Pennsylvania, as well as the Chartered Retirement Plans Specialist® designation from the College for Financial Planning. Prior to Fidelity, Matt worked in New York City within the alternative investment space. He is a graduate of Providence College.
Matt spends time mentoring at local Worcester schools with Junior Achievement. He is a member of the Board of the Central Massachusetts Housing Alliance, as well as active in Business Network International and the Worcester Regional Chamber of Commerce. He enjoys running, the outdoors, and spending time with his wife, Abby and son, Gus.
Chartered Retirement Plans SpecialistSM and CRPS® are trademarks or registered service marks of the College for Financial Planning in the United States and/or other countries. Investment Management Consultants Association (IMCA®) is the owner of the certification marks “CIMA®,” and “Certified Investment Management Analyst®.” Use of CIMA® or Certified Investment Management Analyst® signifies that the user has successfully completed IMCA's initial and ongoing credentialing requirements for investment management consultants. Raymond James & Associates, Inc. is not affiliated with the above independent organizations.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks ”CIMA®,“ and ”Certified Investment Management Analyst®.“ Use of CIMA®, and/or Certified Investment Management Analyst® signifies that the user has successfully completed The Institute's initial and ongoing credentialing requirements for investment management professionals.