Succession. Retirement.
The American Dream
Guiding advisors who currently work with Matson Money in planning a future that safeguards clients, maximizes value, and honors their legacy.
The American Dream: Purpose, Family, and an Extraordinary Life.
As a financial professional, you’ve dedicated your career to helping others achieve their dreams.
Now it’s time to focus on your dream – without jeopardizing your clients’ financial futures.
A succession plan can start with the peace of mind that your family’s future and the values that you built your business on – will be preserved and carried forward. With Matson Capital, you have the opportunity to align your energy and resources with an organization dedicated to helping families stay prudent and disciplined, keeping their True Purpose for Money® at the heart of every investment decision.
DISCOVERY &
VISIONING
Together, we’ll define what freedom means to you and the legacy you want to leave behind.
THOUGHTFUL
ANALYSIS
We’ll examine your firm’s financials, business operations, and personal goals to understand your current position.
PLAN
ACTIVATION
From account transfers to business sale execution, we’ll help you navigate the details with clarity and confidence.
PERSONALIZED
PROPOSAL
You’ll receive a thorough firm valuation and a tailored transition plan to achieve your vision and ensure a smooth handoff.
“You have the ability to create a purpose for your life and a purpose for your money and then fulfill that purpose by going out there and creating value for other people.”
Mark Matson
Founder and CEO of Matson Capital and Matson Money
Strategies built with purpose, designed for every stage of life.
Arizona office: 18760 N Pima Rd, Scottsdale, AZ 85255
Ohio office: 5955 Deerfield Blvd, Mason, OH 45040
Telephone: 513-204-8084
This website is for informational purposes only and does not constitute an offer to sell, a solicitation to buy, or a recommendation for any security, or an offer to provide advisory or other services by Matson Capital LLC in any jurisdiction in which such offer, solicitation, purchase or sale would be unlawful under the securities laws of such jurisdiction. The information contained on this website should not be construed as financial or investment advice on any subject matter.
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.
Matson Capital LLC “Matson Capital” is a federally registered investment advisor with the Securities Exchange Commission (SEC). Registration with the SEC does not imply their approval or endorsement of any services provided by Matson Capital. This content is based on the views of Matson Capital. Matson Capital has been operating as an investment adviser since 2025. Matson Capital offers non-discretionary investment advisory and related financial services. Matson Capital LLC is affiliated with Matson Money, Inc.
Matson Capital was created primarily to be a solution for the clients of existing investment advisers who are currently working with Matson Money, Inc. (“Matson Money”) (each, a “Prior Adviser” and collectively, the “Prior Advisers”) and are nearing the end of their business life cycles. We seek to provide clients of Prior Advisers with a thoughtful and efficient transition that avoids undue disruption as they become clients (“Clients”) of Matson Capital. To this end, we focus our investment advisory services solely on recommending investment programs designed and operated by Matson Money, a registered investment adviser also principally owned by Mark Matson. We will not recommend the investment programs or advisory services of other investment advisers or financial professionals and do not consider the universe of available advisory programs or services when making recommendations to Clients. Matson Capital Clients typically will have been invested in a Matson Money investment program before becoming clients of Matson Capital.
This content is based on the views of Matson Capital and/or Matson Money. The concepts discussed herein are for educational purposes only. This content includes the opinions, beliefs, or viewpoints of Matson Capital and/or Matson Money and should not be relied upon for entering into any transaction, advisory relationship, or making any investment decision. Other organizations or persons may analyze investments and the approach to investing from a different perspective than that reflected in this content. Nothing included herein is intended to infer that the approach to investing discussed in this content will assure any particular investment result.
All investing involves risks and costs. These risks may not always be mitigated through long-term investing or diversification. Matson Capital LLC is affiliated with Matson Money, Inc. The information contained in this content is for educational purposes only and is not intended as investment advice. 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