Broker Check
Matthew J. Sotir

Matthew J. Sotir

Managing Partner

781.890.2958

781.890.3041

msotir@highlandfinancialgroup.com

Matthew brings over thirty-seven years of experience in personal, business & estate planning strategies to his practice. As the Managing Partner & Co-Founder of Highland Financial Group, he is deeply dedicated to guiding and protecting families. Under his leadership, the firm’s advisors build on a collective track record of more than 50 years of financial excellence.

His practice focuses on family wealth planning, tailored investment strategies, and corporate business succession planning. A recognized leader in the financial services industry, he has personally trained and mentored hundreds of financial advisors in advanced planning topics and sophisticated investment management.

He holds a Bachelor of Arts in Economics and Government from Colby College, a foundational background that strengthens his strategic proficiency.

Beyond his professional accomplishments, Matthew is deeply committed to community leadership and philanthropy across New England. He has served as an active member of his church and diocese for more than 35 years. He also dedicates his time as a board member for local non-profits and remains a frequent contributor to many charitable and civic organizations.

Matthew resides in North Hampton, NH, with his family.

 


 

 

 

 

Securities and investment advisory services offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC(Equitable Financial Advisors in MI & TN). Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC, in Utah as Equitable Network Insurance Agency of Utah, LLC, and in Puerto Rico as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Highland Financial Group – Portsmouth, NH is not owned or operated by Equitable Advisors, LLC or its affiliates.