A complete list of active advisors currently associated with Matador Financial

Warmer can help you find a great advisor at Matador Financial or one who fits your needs even better.

Matador Financial Planning serves individual and high-net-worth clients and provides ongoing portfolio management and related financial planning services. The firm manages both discretionary and non‑discretionary accounts and invests across mutual funds, equities, fixed income, real estate funds (including REITs), ETFs (including gold and other precious‑metal ETFs), TIPS and non‑U.S. securities. The firm documents client goals and risk tolerance in a written Investment Policy Statement, uses fundamental analysis and modern portfolio theory, and implements both long‑term and short‑term trading as appropriate. Matador typically seeks discretionary authority, delivers quarterly account reviews, and tailors model portfolios or client restrictions where practicable. Noteworthy features for this small, team‑based adviser include in‑house management of all client assets rather than selection of third‑party managers and no stated account minimums for its services. The firm also uses more complex instruments in managed accounts—alongside precious‑metal ETFs, it employs derivatives in separately managed accounts—and transacts primarily through Interactive Brokers, a relationship that can involve soft‑dollar research and execution considerations.

To learn more about the advisors currently working at Matador Financial, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.