Matson Money

Since Matson Money’s inception in 1991, the firm has helped advisors and their clients rethink investing and transform their relationships with money. Matson Money adheres to a disciplined, structured investing methodology that integrates academic investing principles, leading behavioral science, and financial coaching to help transform the investing experience for families. Guiding investors to stay disciplined and focused on their long-term goals is not always easy, which led Mark Matson, founder and CEO, to create the American Dream Experience in 2017. Investing can be key in wealth creation, requiring a different set of tools many investors may not know even exist. Mark wanted to help people understand the value of academic research and how to battle the mental blind spots that can destroy prudent investing behavior. Mark wanted new ways to help families create a purpose that is greater than money itself and get them profoundly connected to their American Dream.

The event educates both advisors and their clients on applying the Matson Method and employing cutting-edge coaching strategies to powerfully develop investors to be prudent and disciplined over a lifetime. The American Dream Experience is a two-day free education course where families can come learn about finance, economics, human performance, and why it matters for long-term wealth creation. In 2022, Mark expanded the reach of the American Dream Experience by bringing it to Canada and Puerto Rico. Called “Breakthrough Investing,” it’s targeted specifically for investors around the globe. Over 4,855 (as of 2.27.24) families have already attended the American Dream Experience.

Matson Money is dedicated to coaching, developing, educating, and nurturing people around their money. Mark also formed coaching programs for advisors to become powerful leaders in academic investing principles, an opportunity to create breakthroughs in their businesses and become certified American Dream Experience Leaders, bringing the 2-day investing seminar to their own communities. (see PDF for Disclosures)