2024 Annual Outlook

Join us on January 17, 2024, for a 1-hour in-depth session on the markets, income investing, and how to fortify your portfolio with our strategic approach.

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Optimal Program

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Wealth Management

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Family Office

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It's time to simplify your investment world

We serve a range of clients, from individuals, families, and foundations to trusts and not-for-profit organizations - understanding their needs and providing them with exceptional investment solutions.

How We Work

Numbers
we're proud of

97%

client retention rate

9/10

new clients come from client referrals

15+

years of service to our clients

See what our clients are saying

I have been a client of Matco Financial since their inception and have a high level of confidence in their people and systematic approach to investing. They are experienced, professional and provide a very personalized approach to managing my portfolio.

Michael S. Client since 2006

I cannot say enough good things about the service and dealings I have had with Matco over the years. I find their market analysis insightful and helpful.

Walter C. Client since 2009

I have been investing with Matco Financial since 2009 and have consistently enjoyed great service and most importantly, excellent results. Investing with Matco has given me peace of mind and allowed me to focus on my career and enjoying life. I highly recommend them!

Jim R. Client since 2009