Our Team

With a focus on helping clients pursue both short- and long-term financial goals, Matt is a dedicated Financial Advisor who helps clients pursue both short-and long-term financial goals. He specializes in creating customized investment strategies aligned with your unique goals and timeframe. His experience spans portfolio management, retirement and education planning, and tax-advantaged investment options.

As an Investment Adviser Representative (IAR), Matt offers both institutionally managed programs and fee-based consulting. His independent status means he receives no commissions or incentives for choosing one investment over another, allowing him to provide objective, client-first advice tailored specifically to your needs.

Unlike large firms where you're routed through automated systems, Matt believes in human-driven financial guidance. He takes the time to understand your situation and build a personal relationship, ensuring every recommendation is in your best interest--whether you're planning for retirement, navigating the markets, or building long-term wealth.

With over 10 years of experience as a tax preparer, Matt brings an added layer of insight into financial planning by integrating tax strategies into your investment and retirement decisions.

When he's not working with clients, Matt enjoys traveling and spending time with his wife and two sons. 

Phil is a seasoned financial professional with over three decades of experience advising individuals, families, and business owners on a wide range of financial matters. From 1992 to 2015, Phil was a partner at Camerlengo & Associates, PC, where he specialized in supporting small businesses with financial reporting, tax compliance, and strategic planning. Recognizing the growing need for holistic financial guidance, he introduced a wealth management division in 2002, which later evolved into a standalone firm— Camerlengo Financial Services—in 2015. 

Today, Phil focuses on helping clients navigate retirement planning, investment strategies, and long-term wealth management with a personalized, relationship-driven approach. He holds a Bachelor of Science in Accounting from Northeastern University and an MBA in Finance from Bentley University. Phil also holds FINRA Series 7, 24, and 66 licenses. He is a member of the American Institute of CPAs (AICPA) and a former member of the Massachusetts Society of CPAs (MSCPA). He also served as a board member of the Bellevue Golf Club in Melrose, MA. 

Outside of work, Phil enjoys spending time with his family, playing golf, and traveling. He actively volunteers with the Harry Chapin Food Bank and has previously dedicated many hours as a youth sports treasurer, coach, and booster club member.