Clarity. Confidence.
Your American Dream.
Empowering investors to move forward with discipline and purpose in their
investing journey.
About Matson Capital
Matson Capital, an affiliate of Matson Money, works with investors whose advisors have transitioned their Matson clients to our firm, providing a smooth transition for investors and fostering confidence in their financial future.
For more than three decades, Matson Money has helped investors replace speculation and gambling with empirically-tested investing principles, empowering them to make informed, disciplined decisions around their money and investing.
The Transition
When an advisor either retires or their contingency plan becomes effective, they entrust their clients to Matson Capital. The goal is a seamless experience. We uphold the same investment philosophy and principles that guided your previous advisor while offering access to an expanded network of resources and support.
INTEGRATED
CONTINUITY
Your accounts, investments, and strategy will continue to be managed with the same care and prudence you are accustomed to.
TRUSTED
GUIDANCE
You’ll have access to our experienced team who are here to help answer questions and ensure a smooth experience.
EXPANDED
RESOURCES
You have access to additional education, tools, and insights to help you stay disciplined and prudent over a lifetime.
OUR
COMMITMENT
Every investing journey begins with understanding your True Purpose for Money® – the deeper “why” behind financial decisions.
“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 and Matson Money are affiliates, and Matson Capital therefore has an incentive to recommend Matson Money’s investment programs. Matson Capital is under common control with Matson Money and focuses its investment advisory services solely on recommending investment programs designed and operated by Matson Money. Matson Capital will not recommend the investment programs or advisory services of other investment advisers or financial professionals and does not consider the universe of available advisory programs or services when making recommendations to you.
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.
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