A complete list of active advisors currently associated with Matthews Advisors, LLC

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

Matthews Advisors provides discretionary portfolio management, model portfolio management, financial planning, and consulting services to individual and high-net-worth clients. As of December 31, 2025 the firm reported approximately $57.4 million in assets under management across 76 client accounts. The firm uses a mix of fundamental, technical and cyclical analysis and implements both long- and short-term strategies, with model portfolios managed according to each model’s stated goal rather than being individually customized for every client. Accounts are managed on a discretionary basis with at least quarterly reviews and periodic client outreach to confirm suitability and any changes in circumstances. Noteworthy aspects of the brochure include an inconsistency in disclosures about financial planning (Item 4 states planning is provided at no charge while Item 5 describes hourly planning fees), a stated policy not to aggregate or block trades, and a policy that the firm does not vote client proxies (clients retain that responsibility). The firm also requests clients direct brokerage to Fidelity for platform services and lists less-common investment types such as interests in real estate and oil and gas partnerships among the securities it may recommend.

To learn more about the advisors currently working at Matthews Advisors, LLC, 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.