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Advisor Combine

Champions
Don’t Train Alone

Join a community of advisors committed to growth, higher standards, and helping families reclaim their American Dream with Matson Money.

Still haven’t connected with a Coach? Is this the right team for you?

What got you to your current AUM, might trap you from growing.

You’ve built something successful. But getting to the next level may require a whole new model.

35+ Years

Of standing up to the Wall Street bullies

1,300+ Advisors

Participated in our training programs

10,000+ Hours

Of live advisor training sessions

30,000+ Families

Saved from speculation & gambling

What advisors say

Hear from advisors that
train differently.

Surround yourself with driven, like-minded advisors who challenge each other to think bigger, perform at a higher level, and build extraordinary lives.

“I had no clue what I was doing. I was making just about nothing. My income was less that $20,000 a year. No kidding. And now we manage about $1.2 billion worth of assets.”
PAUL WINKLER Paul Winkler Inc.
Co-Advisor with Matson Money since 1998
“My business grew exponentially. I couldn’t even believe that in just a ten year time frame that I had literally gone more than 20 times my business.”
MARK CONNELY Wealth Design Group / Park Avenue Securities
Co-Advisor with Matson Money since 2011
“The tools, the materials, the training, the academics, all of that helps to grow you and shape you not only as an advisor, but as a business owner.”
ROBERT COLOMB Colomb Investment Management
Co-Advisor with Matson Money since 2017
“We get together, do the training together, learn together. I don’t know of any other company or place that you could get training like that.”
CATHY SMITH LifeTyme Financial Advisors
Co-Advisor with Matson Money since 2020

THIS TESTIMONIAL IS BEING PROVIDED TO YOU BY A CO-ADVISOR, SOLICITING ADVISOR, OR SOLICITOR (“PROMOTER”) WHO IS A CURRENT CLIENT OF OR INVESTOR WITH MATSON MONEY. A MATERIAL CONFLICT OF INTEREST EXISTS DUE TO THE PROMOTER’S RELATIONSHIP WITH MATSON MONEY IN WHICH THE PROMOTER RECEIVES AN ANNUAL FEE BASED ON THE ASSETS UNDER MANAGEMENT OF THE PROMOTER’S CLIENTS. THE TESTIMONIAL MAY HELP TO INCREASE SUCH ASSETS UNDER MANAGEMENT AND, THEREFORE, THE FEES THE PROMOTER COLLECTS.  ALSO, ALTHOUGH MATSON HAS NOT COMPENSATED THE PROMOTER DIRECTLY OR INDIRECTLY FOR THIS TESTIMONIAL, THE PROMOTER MAY RECEIVE SOME INTANGIBLE BENEFITS, SUCH AS HEIGHTENED BRAND AWARENESS OR REPUTATIONAL ENHANCEMENTS, AS A RESULT OF BEING INCLUDED IN THIS ADVERTISEMENT.

Are you ready to change the game?

If you’ve experienced these
10 Advisor Pain Points,
you’re the right fit.

This is the right play!

Championship teams aren’t built on effort alone, they’re built on elite rosters, strong systems, and a game plan designed to win.

Taking your practice to the next level means surrounding yourself with the right people, creating greater scale, and having a clear vision for the advisor, and entrepreneur, you want to become.

Select the statements that sound like you. We’ll tally the score.

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Start with what resonates.

Connect with a Matson Money Coach
Mark Matson speaking to a room of advisors Advisors seated together during a live training session Advisors in conversation at a Matson Money training event

Why Matson Money

You’re not just joining an investing platform. You’re joining a community.

The Matson Method®

Our investing philosophy is built on Nobel Prize-winning investing research and behavioral science. Not predictions. Not speculation. Not market timing. Not hype. The Matson Method brings together empirically-tested investing research with insights from behavioral economics, neuropsychology, and human performance coaching. By addressing both the technical and behavioral sides of investing, we empower advisors to help families make prudent, disciplined decisions aligned with their long-term goals.

Our Advisor Community

Elite human performance can start with the right team. Surround yourself with professionals who push each other to think bigger, lead better, and continually improve. Together, you can strengthen your practice, sharpen your skills, and help more families pursue peace of mind around their money by forming powerful alliances within the advisor community.

Leadership and Entrepreneurship

For more than 35 years, Founder and CEO Mark Matson has challenged conventional thinking around investing, pioneering our education-first approach that has helped hundreds of advisors become powerful coaches, true entrepreneurs, and more impactful leaders for the families they serve.

Experience it

This is what
Elite Advisor Training looks like.

Watch this video to look inside our advisor training in Scottsdale, Arizona, led by Founder and CEO Mark Matson.

Live coaching

Real-time coaching designed to sharpen your edge and elevate your practice.

The community

Like-minded professionals committed to growth and making a difference for families.

Power of discipline

Stay focused on what matters most for your clients, your business, and your future.

Why training matters

An opportunity to become a more effective leader, and a true entrepreneur.

Want to experience it in person?
Join us for Session 1 of the Matson Method Program.

Reserve Your Seat

Value add / industry challenges

The game changed. Has your practice?

Families are changing. Technology is changing. Expectations are changing. The science behind prudent investing hasn’t changed, but how advisors reach, educate, and serve families must evolve. We coach, train, and develop advisors to prepare for what’s next.

AI should enhance your practice, not replace it. Learn how to leverage technology while strengthening the coaching, trust, and relationships families can only receive from a committed advisor coach.

Technology attempts to manage portfolios. But it can’t coach human behavior during uncertainty or help families discover the purpose for their money. Families need someone who can help them make disciplined decisions when emotions run high.

A lasting legacy should be about more than passing down wealth. It’s passing down wisdom, values, and responsibility. Learn how to educate families on the science of investing so future generations can confidently navigate their financial future.

Growth doesn’t have to come at the expense of integrity. Learn how advisors are building thriving practices while putting families first. We’re committed to creating a community of advisors dedicated to serving their clients and creating value for others.

Our training and development programs help advisors deepen their understanding of the science of investing while strengthening the leadership, coaching, and communication skills needed to educate families with confidence. While technology can provide information, it cannot replace an advisor who helps families understand not only what they are doing with their money, but why.

There’s more
behind the Method.

Explore the academic principles, investment philosophy, and advisor community behind Matson Money — and discover a purposeful approach to helping families pursue their American Dream.

Learn about Matson Money