We'll design a wealth management strategy to ensure your money works as hard for you as you worked to earn it. Matheson Financial Partners is a fee-only financial planning and wealth management firm specializing in helping sales professionals accumulate and preserve their wealth.
Beginning with helping our clients define and prioritize goals, we then create a strategic plan to maximize the opportunities of their variable/bonus comp, or equity compensation plans.As a fiduciary, we manage investments and help clients plan for major life events such as college or retirement while incorporating tax mitigation and estate planning guidance into our planning considerations.
Beginning with helping our clients define and prioritize goals, we then create a strategic plan to maximize the opportunities of their variable/bonus comp, or equity compensation plans.As a fiduciary, we manage investments and help clients plan for major life events such as college or retirement while incorporating tax mitigation and estate planning guidance into our planning considerations.
Services
The following article outlines the three major reasons why we think Matheson Financial Partners should be trusted financial advisor. While a financial advisor held to a fiduciary standard will give you truly the best financial advice they are qualified to give, an advisor held to a standard of suitability will give you information that can be compromised due to a conflict-of-interest.
Reviews (4)
Tim Hattrup
Aug 15, 2021
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Neither my wife or I are particularly knowledgeable about finance, so Tony has been a boon to our sense of knowing where we stand financially, and also to where we actually stand. He listens well and has a way of explaining things that simplifies them without dumbing them down. He's been very responsive, and we've recommended him to several friends and relatives who've had similar good experiences with him.
Chip Doyle
May 03, 2021
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Tony meets all of our requirements: 1) Excellent diversification strategy protects our investments 2) responsive to our calls, questions or tax needs 3) very fair fee structure with no hidden commissions 4) acts as a fiduciary for all of our investment strategies and long term personal finance/retirement planning 5) always on the lookout for intelligent tax strategies.
We are very pleased with his service.
We are very pleased with his service.
Laurel Fox
Oct 17, 2020
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This is our very first experience with a wealth management company/financial advisor. We knew that we needed guidance and education regarding our future but had been so hesitant to begin this journey due to the fear that we wouldn't be able to understand it all. Finances and wealth management are for the big-wigs after all, right? Plus....the thought of a "budget" had my head spinning! As we began working with Tony we were immediately put at ease and the process actually became FUN! Tony is great with education and speaking "layman" to those of us who are just starting. WE actually look forward
Judy Sequeira
Jul 12, 2020
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