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Matson Money

Client Engagement
Analytics/Reporting
Marketing & Sales
eSignature
Compliance

Ruby Sponsor

ABOUT

Matson Money is a multi-generational registered investment advisor company founded in 1991 by Mark Matson. We provide breakthrough education, tools, and coaching that can help families transform their financial futures. Over the last 30 years, we’ve developed and refined a comprehensive methodology for investing: the Matson Method – a highly disciplined approach to asset allocation and long-term wealth creation that integrates leading research in behavioral economics, finance, and the field of human performance. We train and develop advisors in the science of investing to bring this methodology to their clients and empower them with empirically-tested academic investing principles.

We are committed to supporting the best possible investing experiences or investors. Matson Money hosts its flagship event, the American Dream Experience, providing an educational, two-day seminar that coaches investors to alter their relationship to money and investing and leave them in action pursuing their American Dream.

SPECIALIZE IN

  • Client Engagement
  • Marketing & Sales
  • Analytics & Reporting
  • Client Education Tools

CONTACT INFORMATION

18760 N Pima Rd, 

Scottsdale, Arizona, 

85255, United States


Concierge@matsonmoney.com

www.matsonmoney.com

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Sponsor of 2025