Great Point Wealth Advisors, LLC

Matthew Schroeder is a CFP® professional with 26 years of experience in the financial services industry. He has worked at Great Point Wealth Advisors, LLC since 2016 and previously was with Lincoln Financial Securities from 2012 to 2016. Outside of his advisory role, Schroeder is the sole owner of Elm Street Tax, a tax and nonprofit services business, and serves as chair of the Danvers Rotary Trust Endowment Committee. Great Point Wealth Advisors provides fee-only wealth management, financial planning, and discretionary investment management for individuals, high-net-worth clients, and related entities. The firm employs a long-term, fundamental analysis approach and manages approximately $627.5 million in assets, including serving as investment manager to a private multi-strategy fund.

Brandon Parker is a CFP® professional with six years of industry experience. He has worked at Great Point Wealth Advisors since 2022 and previously held roles at Fidelity Brokerage Services LLC from 2016 to 2022, as well as at Assumption College from 2015 to 2017. Great Point Wealth Advisors is a fee-only firm providing wealth management, financial planning, and discretionary investment management for individuals, high-net-worth clients, and related entities. The firm uses a long-term, fundamental analysis approach and manages approximately $627.5 million in assets, including serving as investment manager to the Race Rock Multi-Strategy Fund LP.

Peter Disch is a CFP® and holds a Series 66 license with 17 years of industry experience. He has been with Great Point Wealth Advisors, LLC since 2008 and also has a longstanding affiliation with IDS Life Insurance Company. Great Point Wealth Advisors offers fee-only wealth management, financial planning, and discretionary investment management services for individuals, high-net-worth clients, and related entities. The firm employs a long-term, fundamental analysis investment approach, constructing diversified portfolios that may include ETFs, mutual funds, individual securities, and alternative investments for select clients.