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Matson Money

Investment Management
+1 513-204-8000
5955 Deerfield Blvd, Mason, Ohio, United States, 45040-2548, Mason, Ohio
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About Matson Money

Matson Money is a registered investment advisor founded in 1991 by Mark Matson. It offers asset allocation services primarily to non-high-net-worth individuals through unaffiliated RIAs and broker-dealers. Services include wealth management, advisor coaching, and investment strategies grounded in Nobel Prize-winning principles like Modern Portfolio Theory and Efficient Market Hypothesis. Their target audience is families and independent advisors across North America. The unique selling proposition is their focus on education and structured investing strategies, rejecting commissions-based models, and providing transformational financial experiences through events like the American Dream Experience[1][2][3].

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