Mark Matley
ChFC® , CLU®
EP Wealth Advisors
Regional Director/Partner
Mark Matley
ChFC® , CLU®
EP Wealth Advisors
Regional Director/Partner
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Mark Matley, ChFC® , CLU®
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Mark Matley is a Salt Lake City, UT fee-only financial planner. EP Wealth Advisors provides comprehensive financial planning, tax planning, and investment management to help individuals, couples, families and small businesses organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Mark Matley is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
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For over three decades Mark Matley has dedicated his career to helping his clients achieve their personal vision of success. Mark is committed to know his clients on a personal level to better assist them achieve their financial, and by extension, life goals. Mark graduated Magna Cum Laude in Economics from Brigham Young University, began his career as an analyst on Wall Street, and eventually channeled his love for finance into a new business venture, The Insight Group. He saw a gap in the marketplace for a wealth management firm that was focused on advice not sales. Looking to further enhance the client experience, The Insight Group merged with EP Wealth in 2020. Mark’s other great passion is his family – he is married with three daughters. He enjoys golf, tennis, skiing, and spending time at their farmhouse in Virginia. Mark and his family reside in Holladay, Utah.
EP Wealth Advisors is a fee-only registered investment advisory and financial planning firm headquartered in Torrance, California. EP Wealth manages over $16.1 billion in AUM as of December 31, 2022. With offices from coast to coast, EP Wealth combines the resources of a large firm with a local approach to provide client-centric financial planning, wealth management and investment management services to individuals and businesses. EP Wealth continues to grow and enrich the lives of our clients and team and has been recognized as a leader in the RIA space by multiple financial and industry publications, including Barron's 2022 list of top RIA’s, Financial Planning’s top firms of 2022, and many more at both the national and regional level. The firms Torrance headquarters has been named a Best Place to Work by the Los Angeles Business Journal, and several advisors and functional leaders have been named to varied "Best", "Rising Star" and "40 Under 40" lists.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Mark Matley is a Chartered Financial Consultant® (ChFC®)Chartered Financial Consultant® designations are granted upon completion of seven required courses and two elective courses. Those who earn the designation are understood to be knowledgeable in financial matters and to have the ability to provide sound advice.
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Mark Matley is a Chartered Life Underwriter® (CLU®)A Chartered Life Underwriter® (CLU®) is a professional designation for individuals specializing in life insurance and estate planning. Individuals must complete five core courses and three elective courses, and successfully pass all eight two-hour, 100-question examinations in order to receive the CLU® designation.
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Mark Matley is Quoted in Citywire: "Behind EP’s purchase of a pair of firms managing $1bn."
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Mark Matley is Quoted on Business Wire: "EP Wealth Advisors Acquires The Insight Group and Financial Insight Center"
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Mark Matley is Quoted in Financial Advisor Magazine: "EP Wealth Expands In Utah With Acquisition Of $1B Insight Group"
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Mark Matley is Featured on WealthManagement.com: "RIA EP Wealth Has Aggressive Plans to be National Brand"
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Mark Matley is Quoted on Yahoo Finance: "EP Wealth Advisors Acquires The Insight Group and Financial Insight Center"
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Mark Matley is Featured in RIABiz: "Advisor spotlight: Mormon duo use SEI, a radio show and their faith to succeed as RIAs"
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Mark Matley is Quoted on Cision PR Newswire: "SEI Survey: New Reality of Advisor-Client Relationship Takes Focus Away from Top-Line Growth"
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Mark Matley is Quoted in SalesFuel: "Market Turmoil Challenges Financial Advisors and New Client Efforts"
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EP Wealth Advisors - Awards & Recognitions
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Free Webinars, Guides & Checklists from EP Wealth Advisors
Contact Mark Matley
Office Locations:
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3115 E. Lion Lane
# 100
Salt Lake City, UT 84121
