A complete list of active advisors currently associated with Matson Financial Advisors, Inc.

Warmer can help you find a great advisor at Matson Financial Advisors, Inc. or one who fits your needs even better.

Matson Financial Advisors provides combined financial planning and wealth management services to individuals, families, not‑for‑profit organizations, and business entities. The firm emphasizes long‑term planning and offers investment recommendations across stocks, bonds, mutual funds, ETFs, and annuities as part of an integrated planning process. Its investment process begins with an in‑depth client interview and annual reviews to build diversified portfolios and retirement or income plans; clients may impose investment restrictions and are invited to participate in ongoing plan updates. Engagements are primarily non‑discretionary — the firm assists with investment selection and executes transactions with client consent — and it generally favors institutional share classes and non‑proprietary products when available. A firm principal maintains a registered‑representative affiliation with a broker‑dealer and the firm also engages in life and disability insurance and retirement‑plan sales, so commissions and insurance compensation appear in its business mix (reported as a small portion of advisory revenue). Matson Financial manages roughly $519 million with a small advisory team, uses Pershing for custody, and does not vote client proxies, practices that shape its custody, conflict‑management, and client‑decision processes relative to many peers.

To learn more about the advisors currently working at Matson Financial Advisors, Inc., 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.