Philip J. Mathey, MBA

Private Wealth Advisor

Philip J. Mathey is a Private Wealth Advisor at Flagship Harbor Advisors. He began his financial services career in 1989 and has focused on financial planning for individual investors since 2007.

Phil works closely with clients to identify and determine their financial profiles and risk tolerance before designing personalized financial plans to help them work address their goals and objectives. His mission is to provide practical and useful strategies to help clients pursue their financial and lifestyle goals, fully aligned with their risk profiles. Phil believes in building lasting relationships with his clients and providing them with the financial confidence they seek in building, managing and protecting their wealth. He holds his General Securities Representative (Series 7) and Uniform Combined State Law Examination (Series 66) securities registrations with LPL Financial. He also holds his Life, Accident and Health Insurance license.

Prior to joining Flagship Harbor Advisors in 2011, Phil managed the Arlington office of a multinational investment management company. He is President of the Arlington Rotary Club (2011-2012) and an active member of the Arlington Chamber of Commerce.

Phil grew up in Glastonbury, CT before moving to Massachusetts in 1993. He earned his MBA from Boston College. Phil currently resides in Medford where he enjoys spending time with family and friends. He recently joined the “Do It Yourself” club for several home renovation projects and looks forward to some down-time spent reading a few good biographies when the work is complete.

Phone 857-366-4654
Fax 888-900-2780