Matthew Grohocki, CFP^®

As a Wealth Planner at Bradley Foster & Sargent, Matthew supports the firm’s wealth planning team in delivering comprehensive financial planning for clients. He works alongside clients and their portfolio managers to build plans around retirement income, tax strategy, estate planning, and investment decisions; with the goal of achieving clarity and confidence for their wealth.

Before joining Bradley Foster & Sargent, Matthew was a wealth advisor with LPL Financial in Glastonbury, CT. His work spanned client wealth planning, investment research, and portfolio construction, with a particular focus on retirement distribution strategies and tax-efficient income planning. Matthew holds the designation of Certified Financial Planner®.

Matthew lives in eastern Connecticut with his wife and three children, where he enjoys spending time with family and friends, being outdoors, golfing, and being involved in his local church.