Achieve your financial goals

For over 15 years, Matco Financial has provided stewardship for our client's capital. Over 500 families and institutions trust us to put their interests first.

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Optimal Program

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Wealth Management

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Family Office

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Condo Program

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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

What our clients have to say

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 2016

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