Mark Matson - Matson Money

Mark Matson - Matson Money Founder & CEO of Matson Money, a registered investment advisor and 360-degree solution to transform financial practices.

I’ve coached hundreds of financial professionals nationwide to apply the science of investing and Nobel Prize–winning research. I am the founder and CEO of Matson Money, Inc., a Cincinnati and Scottsdale based investment advisory firm. With over twenty years of experience in the financial industry, my success in business comes from my ability to bring complex investing concepts together with pract

ical, values-based thinking that resonates with people on a gut level. Matson Money is a multi-faceted investment organization that delivers a 360-degree solution designed to transform and leverage a financial practice. That includes marketing, asset management, back office solutions, and more. I have coached hundreds of financial professionals across the country to implement the Free Market Portfolio investment strategy, helping thousands of investors take a more disciplined, long-term approach to investing and wealth building. As a public speaker, I have shared the principles of free markets and global investing with audiences nationwide. My direct style, passion, and energy have made me a strong advocate for free markets and investor education. I am a regular contributor in national media, both in print and on television. My perspective on finance, investing, and economic issues has led to features and commentary with outlets including CNBC, Fox Business News, and Yahoo Finance. I also contribute to publications such as The Wall Street Journal, Investment News, and the documentary Navigating the Fog of Investing. I have authored several investment books, including The Dirty, Filthy Lies My Broker Told Me. (Advertising disclosure: https://bit.ly/AdDisclaimer)

06/23/2026

Everyone has something they already know needs attention but have not been willing to face yet. Most people know exactly what it is before they finish reading that sentence. The relationship that needs a harder conversation, the habit that has been rationalized long enough, or the pattern that keeps showing up in different areas of life because it has never been addressed at its actual source.

The avoidance rarely feels like avoidance. It feels like patience, timing, and pragmatism. That is what makes it so effective and so costly. Personal development and real leadership growth begin the moment someone decides to close that gap instead of waiting for circumstances to force it.

06/22/2026

Prove it.

Two words that can change how you evaluate any financial claim you will ever encounter. The industry is full of compelling narratives, impressive sounding strategies and past performance presented in the most favorable light possible. None of that is proof. Proof is statistical. Proof is scientific. Proof holds up when someone independent examines it.

Ask for it. If it cannot be produced the conversation should end there.

06/20/2026

There are moments that remind you exactly who you are and where you belong.

Washington DC this weekend was one of them. The energy in that city was unlike anything I have felt in a long time. Patriots everywhere. People who love this country, love capitalism, love what America was built to be and still believes it can be. Being there with Brandon for a celebration of 250 years of the greatest nation on earth felt less like attending an event and more like being exactly where God intended me to be in that moment.

I did not think I was a DC person… I might be reconsidering that!

06/19/2026

I am more convinced at 62 than I was at 32 that the biggest work of my life is still ahead of me.

The foundation took decades to build. The faith took even longer to surrender to completely. There is something about childlike faith, the kind that does not edit the dream before it begins, that I keep coming back to. Christ calls us to believe that what is genuinely in service of others and aligned with His purpose is possible. Not because we deserve it but because the dream was never really ours to limit in the first place.

Always grateful to sit down with a likeminded man of God. This conversation has stayed with me ever since.

06/18/2026

Proud does not begin to cover what I felt watching my boys build their own accountability system this summer.

They did not need anyone to tell them that commitment without accountability rarely holds. Two workouts a day together. Two high protein meals. Cold plunge or sauna every evening. All summer long. They built the plan and then they built the system to actually keep it.

That lesson applies to every area of life worth building. Whatever you are trying to sustain or change, find someone to do it alongside you. The discipline and consistency you build with another person will almost always outlast the version you try to build alone. I am so proud of these boys and the young men they are becoming!

06/18/2026

Here is what most people do not account for when they think about investing. You can understand everything about how markets work and still make a catastrophic decision the moment real fear shows up.

Panic does not care how much you know. Greed does not care how disciplined you were six months ago. The investor who was completely committed to the philosophy in a calm room can feel entirely different when their portfolio is down and everything around them says to get out. Building the behavioral capacity to hold steady through that moment is the most underrated and most critical work in investor development.

06/17/2026

There are experiences that stop you mid moment and make you realize you are witnessing something genuinely historic. This weekend was one of them.

UFC at the White House in celebration of 250 years of the greatest nation on earth and our extraordinary President's birthday. I have attended a lot of remarkable events in my life yet nothing quite prepared me for that combination in that setting on that night.

World class fights, one of the most iconic settings on earth, and 250 years of American history all colliding into a single night. The pride and appreciation in that place was something you could feel before a single punch was even thrown. I walked away more grateful to be an American, more energized about what this country represents and more convinced than ever that the American Dream is worth celebrating and defending.

What a night. What a country.

The Officer Tatum, eternally grateful for the invite 🇺🇸

06/17/2026

Technical knowledge can help get you through a market downturn. It is far less likely to help get you through the client whose life is falling apart at the same time the markets are.

The advisors who can hold both, who can sit inside someone else's fear and suffering without retreating into talking points, are the ones built on something deeper than competence. Genuine care for people is not a soft skill in this profession. It is the load bearing wall. Develop it with the same intentionality you bring to everything else or the hardest moments in this work may find the gap.

06/17/2026

Nobody leaves their favorite restaurant and thinks about whether to tell someone. They just do.

The referral was always a byproduct of the experience. Build the experience first.

If you are asking people to refer you that is worth examining. The question is not how to get more introductions. It is whether what you are delivering is remarkable enough to generate them on its own.

06/16/2026

The kindest thing you can do for someone is tell them the truth.

Not a softened version of it. Not the part that lands well and leaves out the part that stings. The whole thing, delivered with genuine care for where they end up rather than how they feel in the moment. Ruthless compassion sounds like a contradiction. In practice it is the only form of care that actually moves people forward.

Think about who in your life needs that from you right now, then have the courage to give it to them.

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18760 N Pima Road
Scottsdale, AZ
85255

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+15132048000

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