about matson money

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Mark Matson is the founder and CEO of Matson Money, Inc., a Cincinnati-based investment advisor firm managing over $2.7 billion (as of 29-SEPT-2010) for investors nationwide. With over twenty years of experience in the financial industry, Mark’s success in business can be attributed to his unique talent for bringing together complex investing issues and solid, down-to-earth values that make sense to people on a gut level.

Since he was a young boy, Mark wanted to be just like his father, Joe. Joe built a successful financial planning practice and helped many people plan and save for a healthy retirement. After Graduating from Miami University at Oxford, Ohio in 1986 with degrees in both Finance and Accounting, Mark joined his Dad’s financial practice ready to provide his clients with the same confidence and success that he had seen his father deliver.

In just four short years as a financial planner, Mark built over $30 million in assets under management using top-rated mutual fund managers. Although his clients were happy and successful, he never felt that the four-star managers that he recommended lived up to their hype and the expectations that came along with it. Mark knew there had to be a better way to help his clients grow their wealth without the disappointment that came along with the “hot” managers and mutual funds.

Mark’s first step toward improving the way he helped his clients, was to change the way he did business by becoming a fee-only money manager and establishing his own company in 1991 as Matrix Asset Allocation, Inc. With Matrix as the vehicle to provide the best investment solutions available Mark was able to continue his quest for an investment approach that would not only get the job done, but provide the confidence and peace of mind that he thought his clients deserved.

Mark is a regular contributor in the national media, both in print and on television. His optimistic outlook on finance, investing and economic issues makes him a frequently sought expert on CNBC, Fox Business News, and publications such as the Wall Street Journal and Investment News. Mark has also written for and been referenced in USA Today, Financial Services Advisor, Advisor Today, Personal Financial Planning Monthly, SmartMoney.com, Forbes.com, The Business Courier, and USA Today. Mark also hosts Matson Money Live! a weekly live web show about investing, economics, and current events.

Mark is the proud husband of Melissa and father to their six children. He is an avid cyclist and trains constantly for challenging races.

Mark Matson