Our Story

Matson Money is a multi-generational Registered Investment Advisor (RIA) company founded in 1991 by Mark Matson.

Early in his career in finance, Mark discovered that he could not abide the ethics of an industry where advisors are paid commissions to invest clients’ money in ways that amount to gambling and speculation.

With a strong conviction that there must be a better way, he opened Matson Money, a fee-based RIA whose investment philosophy is rooted in economic theory originating from the Chicago school, especially the Nobel Prize-winning research of Harry Markowitz (who is a legacy member of Matson Money’s academic board), Eugene Fama, and other leading economists.

Since that time, Matson Money has grown from $0 to approximately $9 billion in assets under management. The Company was an early adopter of so-called ‘passive management’ approaches that are finally beginning to gain much wider acceptance within the financial industry.


Our Values

  • Integrity

    We are our word.

  • Entrepreneurial Spirit

    Our unwavering commitment to innovation, creativity and service.

  • Education & Inquiry

    The continuous pursuit of financial academic theory. Being the leader in the application of empirically tested Nobel Prize-winning investing principles.

  • Training & Development

    Transforming investors to be prudent and disciplined throughout an entire lifetime.

  • Capitalism

    We are a stand that a free market pricing system inspires competition, innovation and wealth creation.

Our History

Since opening Matson Money in 1991 in a refurbished car wash Mark Matson’s message about investing and economics has never wavered.

Now Matson Money offers breakthrough financial education and coaching that helps investors learn how investing works, discover their True Purpose For Money™ and be disciplined and prudent with their investments over a lifetime.


    A closer look at where our company began and where it has come.

    • 1991

      Company was founded in Cincinnati, Ohio as Matrix Asset Allocation, Inc.

    • 2000

      Company changed its name to Abundance Technologies, Inc.

    • 2004

      Hit $1 Billion under management

    • 2009

      Company changed its name to Matson Money, Inc.

    • 2010

      Mark Matson had his first network appearance on October 6th where he appeared on Fox Business News with Cheryl Casone

    • 2014

      Moved the office headquarters to Scottsdale, Arizona and opened up the stunning Matson Money West Building

    • 2015

      Hosted their largest event, the Investor Symposium at the Duke Energy Center, with approximately 1,500 guests

    • 2017

      Held the first American Dream Experience at the Scottsdale Office in May

    • 2018

      Created and hosted a program for kids called Dream Camp for the Advanced Advisor Conference

    • 2018

      Company went through an entire rebrand and reshaped their identity to reflect their new vision and mission

    See Less

    Discover more about Matson Money’s proprietary alogorithms.


Facts & Figures as of June 2024.

  • $10.31 Billion

    In Assets Under Management

  • Over 30,000 Investors

    Representing all 50 US States, Puerto Rico and Canada

  • 24,000+ Holdings

    In 76 countries for true global diversification3

  • 500+ Financial Advisors

    From Alaska to Texas