About Matson Money

We’re the investor coaching company.

We provide breakthrough education, tools, and coaching that helps families transform their financial futures.

From The CEO

“Over three decades ago, our company was born out of a watershed moment, when it became crystal clear to me that the financial industry does not serve the interests of investors. Since that moment, we’ve built a fiercely entrepreneurial company that strives to put your interests, your dreams, your life’s purpose front and center.”


About Matson Money

Backed by Nobel Prize Winning Research

We empower investors to stop speculating and gambling with their life’s savings and achieve peace of mind. We’re built on empirically tested academic investing principles with real life impact. In knowledge, there is power, and our company is designed to help every investor know exactly what they are doing with their money, and why.

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    Founder & CEO

    Mark Matson is an American entrepreneur, author, and innovator in the ...

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    Executive Vice President

    Married to Mark Matson, Melissa joined Matson Money to support the gro...

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    Chief Compliance Officer

    Dan List joined Matson Money in 1994. He currently serves as the Presi...

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    Vice President of Research & Development/Program Design

    Michelle has been with Matson Money since 1992. From operations to mar...

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    Vice President of Training & Development

    Josh Crawford is a leader in the financial services industry, bringing...

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  • Matt Matson

    Vice President of Technology

    A founding team member of Matson Money, Matt Matson has brought innova...

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  • Our Story

    Learn more about why we exist and our company history.


Academic Advisory Board

We have sought individuals who support and exemplify the core values of Matson Money. Each of them is exceptional in their field and brings a new dimension of expertise to our organization. Their areas of study and skill address many different aspects of what it means to be an investor and how to leverage the power of free markets.

Members of our Academic Advisory Board provide an internal structure for researching and validating academic theories as they apply to investing. They make frequent appearances at both Matson Money coaching and investor events. This gives our clients a direct connection to some of the most well-respected and published experts in the fields of economics, investing and statistics.

Academic Advisory Board members generally receive compensation from Matson Money for their services which include, but are not limited to, independent leadership consulting; co-authoring white papers; and speaking at Matson Money conferences. Advisory Board members may also provide insight to Matson Money on portfolio construction, asset allocation, quantitative analysis, investor behavior and other areas of expertise, as needed. Certain Advisory Board members are employed by or otherwise affiliated with third party advisory firms that offer funds in which Client accounts are invested.

  • Harry M. Markowitz, Ph.D.

    1990 The Nobel Prize in Economics, Modern Portfolio Theory

    Legacy Member - 2018-2023

    Harry Markowitz received the Nobel Prize ...

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  • Arthur B. Laffer, Ph.D.

    Member of President Reagan’s Economic Policy Advisory Board (both terms), 1981-1989

    Dr. Laffer’s economic acumen brings a distinct advantage to Matson M...

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  • Terrance Odean, Ph.D.

    Rudd Family Foundation Professor of Finance Haas School of Business, University of California

    Terrance Odean is a leader in the field of behavioral finance, boastin...

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  • Savina Rizova, Ph.D.

    Bachelor of Science in Economics and Mathematics, Dartmouth College

    Savina Rizova currently serves as Dimensional Fund Advisor’s Co-Chie...

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  • R. Lyman Ott, Ph.D.

    Bachelors of Mathematics and Education, Bucknell University

    As an expert in the field of statistics, Dr. Ott lends his expertise t...

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  • David Eagleman, Ph.D.

    Neuroscientist at Stanford University

    David Eagleman is a neuroscientist at Stanford University, an internat...

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