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Why investors choose Matco Financial

The investment company helping them invest in a better future.
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At Matco Financial, we believe every investor deserves high quality advice

Matco Financial is owned by its employees, who have an entrepreneurial spirit toward providing investors with an experience they can't find at a bank.

Our beginning as a multi-family office in 2006 has continued to stay with us as we expanded our services. With us, you will get all the benefits of our advisors' knowledge from working with family offices.
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Whatever your investing goals are, we can help

Our team members believe in investing in Matco funds—that’s why we’re also clients. Our interests are aligned with yours, so you can be confident we’re on your side.

Our People

Meet the Board of Directors

Learn more about each of the members on the Matco Financial board and their backgrounds.

Meet the Team Members

View the entire team and learn about our roles in helping you achieve your financial goals.
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Community Involvement

As long-term investors, giving back to the community is a natural part of our organizational culture. We are committed to strengthening our communities through strategic, volunteer-led, and philanthropic efforts.