Tony Matheson
CFP®
Matheson Financial Partners, LLC
Founder & Wealth Advisor
Tony Matheson
CFP®
Matheson Financial Partners, LLC
Founder & Wealth Advisor
I specialize in helping sales professionals accumulate and preserve their wealth. Achieving high income targets is not the same as wealth accumulation. I design customized plans for my clients so they can put their focus and energy on what matters most to them. - Tony Matheson, CFP®
Fee-Only financial planner located in Sacramento, CA, serving clients locally and across the country
Matheson Financial Partners provides comprehensive and objective financial planning and wealth management to help clients organize, grow and protect their assets through life’s transitions. We specialize in helping sales professionals accumulate and preserve their wealth. As a fee-only, fiduciary, and independent financial advisor, Tony Matheson is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Tony Matheson, CFP® founded Matheson Financial Partners in 2017 after selling investment solutions to financial advisors for over 20 years. Prior to founding MFP, Tony was head of sales with some of the largest asset management firms in the country, including Principal Financial. His first sales territory took him to New York for 4 years until he returned home to lead the sales division for the San Francisco Bay Area region.
“One of the pitfalls I’ve seen my clients face is grinding so hard to hit their sales and income goals that they neglect to plan how to manage their incoming assets. Income is not the same as wealth. I work closely with my clients developing systems to help them efficiently retain their assets and accumulate wealth, allowing them to put their focus and energy into what’s important to them.” – Tony Matheson
His vision was to design an independent fee-only firm to deliver comprehensive financial planning as a fiduciary, specializing in solving the challenges that many sales professionals face.
Over his career, Tony has helped advisors identify solutions and implement investment strategies for their clients. He has been a featured speaker at various industry events on topics including economic forecasts, optimizing social security payments, and college planning.
Tony is a CERTIFIED FINANCIAL PLANNERTM and earned his Bachelor of Arts in Theological Studies from Bethany University in Santa Cruz, CA. He grew up in the San Francisco Bay area and currently lives in Sacramento, CA with his wife Barbara and their 2 kids. When he’s not working, you’ll probably find him on his Peloton bike or a softball diamond. He has completed marathons from SF to NYC and has volunteered with various organizations including Financial Planning for Cancer.
Tony Matheson is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Matheson Financial Partners is a fee-only financial planning and wealth management firm specializing in helping sales professionals accumulate and preserve their wealth. We achieve this by helping our clients define and prioritize goals, then create a strategic spending plan that maximizes the opportunities of variable/bonus compensation plans. Additionally, we manage investments, plan for major life events such as college or retirement, help mitigate taxes and provide estate planning guidance to protect loved ones. Located in the San Francisco Bay Area, we serve clients both locally and virtually nationwide.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Investment Management
- Equity Compensation
- Retirement Income Planning
- College Education Planning
- Tax Planning
Ideal Clients
- Sales Professionals
- Business Owners and Executives
- Retirees and Near Retirees
- Growing Families
- Sudden Money Situations
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Tony Matheson is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Tony Matheson is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Tony Matheson is a Member of the XY Planning NetworkThe XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.
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Tony Matheson is a member of The Financial Planning Association® (FPA®)FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
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Tony Matheson is Quoted on Business Insider: "Financial advisors share 4 reasons why there's such a thing as having too much in a savings account and what to do with that money instead"
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Tony Matheson is Quoted in PolicyGenius: "We ask 8 experts: Is cryptocurrency legit?"
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Tony Matheson is Quoted in InvestmentNews: "Digital demand stokes big returns in emerging markets"
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Tony Matheson is Quoted on grow by Acorns: "What Is an Inverted Yield Curve—and Why Are People Talking About It?"
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Tony Matheson is a Member of the Sacramento Financial Advisors Network, a group of independent, fee-only financial advisors who are passionate about helping our clients reach their goals
Contact Tony Matheson
Office Locations:
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836 57th St
Suite 457
Sacramento, CA 95819
