Matson Money Email Format

Investment ManagementOhio, United States51-200 Employees

Matson Money is a registered investment adviser based in Mason, Ohio. Founded in 1991 by Mark Matson, the firm operates as a multi-generational advisory practice that serves clients by seeking to align investment strategies with their personal values and sense of purpose for money. Its approach draws on Nobel Prize-winning academic investing principles to guide decision making, with an emphasis on linking capital allocation to broader goals. Advisory work is delivered through independent contractors—Solicitors and Co-Advisors—rather than direct employees.
Within the investment management landscape, Matson Money targets individual investors and families seeking guidance that integrates financial planning with values-driven considerations. In 2024, Cincinnati.com reported that the firm was recognized as one of the best small workplaces, ranking No. 12 in that category.

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