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Matson Money is a multi-generational registered investment advisor company founded in 1991 by Mark Matson. They are transforming the investing experience by helping investors discover their true purpose for money and aligning client’s investment strategies with their values. Matson’s unique approach to investing is firmly grounded in Nobel Prize-winning academic investing principles. Matson Money is creating capitalism and investing as a tool for global prosperity. This content is based on the views, opinions, beliefs, or viewpoints of Matson Money, Inc. This content is not to be considered investment advice and is not to be relied upon as the basis for entering into any transaction or advisory relationship or making any investment decision. All of Matson Money’s advisory services are marketed almost exclusively by either Solicitors or Co-Advisors. Both Co-Advisors and Solicitors are independent contractors, not employees or agents of Matson. Other financial organizations may analyze investments and take a different approach to investing than that of Matson Money. All investing involves risks and costs. No investment strategy (including asset allocation and diversification strategies) can ensure peace of mind, guarantee profit, or protect against loss. PAST PERFORMANCE IS NO GUARANTEE OF FUTURE RESULTS Advertising disclosure: https://www.matsonmoney.com/advertising-disclosures

Website http://www.matsonmoney.com
Revenue $33 million
Funding $1 million
Employees 79 (52 on RocketReach)
Founded 1991
Address 5955 Deerfield Blvd, Mason, Ohio 45040, US
Phone +1 513-204-8000
Technologies
Industry Investment Management, Venture Capital & Private Equity, Free Market Investments, Finance, Registered Rep & RIA, Modern Portfolio Theory, Efficient Market Hypothesis, Dimensional Fund Advisors, Financial Advisor Training, Investment Planning, Educational Tool Development, Practice Building, Asset Management, Public Speaking
Web Rank 1 Million
Keywords Investment Advisor, Registered Investment Advisor, Financial Planning, Wealth Management, Portfolio Management, Investment Management, Retirement Planning, Estate Planning, Financial Advisor, Investment Consulting, Wealth Preservation, Long Term Investing, Multigenerational Wealth, Financial Services, Investment Strategies, Risk Management, Tax Planning, Chartered Financial Consultant, Fee Only Advisor, Fiduciary Advisor
Competitors Vanguard, Fidelity Investments, Schwab Advisor Services, BlackRock, T. Rowe Price, Merrill Lynch, E*TRADE Bank c/o E*TRADE Financial, LLC, TD Ameritrade, Wells Fargo, Raymond James +33 more (view full list)
SIC SIC Code 628 Companies, SIC Code 62 Companies
NAICS NAICS Code 5239 Companies, NAICS Code 52 Companies, NAICS Code 52393 Companies, NAICS Code 523 Companies

Matson Money Questions

The Matson Money annual revenue was $33 million in 2026.

Mark Matson is the President, CEO and Founder | Serving Nationally of Matson Money.

52 people are employed at Matson Money.

Matson Money is based in Mason, Ohio.

The NAICS codes for Matson Money are [5239, 52, 52393, 523].

The SIC codes for Matson Money are [628, 62].

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