Wealth Management

Designed for Sales Professionals

We'll design a wealth management strategy to ensure your money works as hard for you as you worked to earn it.

Fiduciary Financial Planning and Investment Management

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Our Firm

Matheson Financial Partners is a fee-only financial planning and wealth management firm specializing in helping sales professionals accumulate and preserve their wealth. Beginning with helping our clients define and prioritize goals, we then create a strategic plan to maximize the opportunities of their variable/bonus comp, or equity compensation plans. As a fiduciary, we manage investments and help clients plan for major life events such as college or retirement while incorporating tax mitigation and estate planning guidance into our planning considerations. Located in Sacramento, CA - we serve our clients locally and virtually nationwide.

Leading our independent firm is Tony Matheson, CFP® - who has spent decades relating to clients who discover that the treadmill of hitting their sales goals has taken precedence over managing what they’ve earned.

How We’re Different

Expertise

We are experts in financial planning, specialized in partnering with sales professionals.

Straightforward

We’re upfront about our fees, processes and other information you need to know throughout our engagement.

We Leave the Selling to You

As a fee-only firm, we are compensated exclusively by the transparent fee paid to us by our clients. There is NO sales pitch, NO commissions, & NO products sold

Knowing Each Other

Let's Get Acquainted

Who We Work With

As a sales professional, you focus on what matters in your work, setting goals and achieving them. While doing this successfully, your own personal to-do list can get long and overwhelming in contrast, and the thought of setting aside time to organize your own finances can fall to the bottom of the priority list. That’s not good if you want to plan for the future.

Examples of sales professionals we’ve helped:

Software and IT
Sales Trainers
Real Estate
Medical Device Reps
Pharmaceutical Reps

Consultants
Fitness Industry
Finance
Fashion
Marketing and Advertising

Consider these questions:

Do you find yourself focused on hitting sales goals or achieving earnings goals at the expense of organizing your own financial planning needs?
Do you struggle to manage your variable compensation and RSUs in a consistent and confident manner that supports a long-term strategy for your life and finances?
Are important materials like estate documents located safely in one place and updated?

If you answered “yes” to any of these, Matheson Financial Partners is here to help. With more than two decades of experience, we understand how spending time on areas outside your sales work often gets neglected, including wealth management. We’re here to fill in the gap for you. From tax efficient investment strategies to college planning, Matheson Financial Partners is ready to help you manage your financial future.

Experienced and Ready to Serve You

Tony Matheson, CFP®

FOUNDER & WEALTH ADVISOR

Tony founded Matheson Financial Partners in 2018 after selling investment solutions to financial advisors for over 20 years. Prior to founding MFP, Tony was head of sales for 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.

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 PLANNER ^TM 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 two teenagers. 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 volunteers with various organizations including Financial Planning for Cancer.

Wealth Management

What You Can Expect

financial Planning

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Investment Management

Wealth Management encompasses your entire financial picture. Think of it as a puzzle. Your investments are one piece of it. A very important piece, but one that works best when it integrates with and complements the entire puzzle.

Our ACT! 3 step financial planning process will allow us to develop a strategy specifically so you can meet your goals.

Ambitions & Aspirations - What do you want out of life? What are your core values that drive your choices? In the first step, we Start With the Why? and take a deep dive into your goals. Before we start driving we need to know where you want to go!
Clarify & Collaborate - In our second step we evaluate your entire financial picture. This includes everything from your spending plan, to reviewing tax returns and investment strategies. At this stage we will model multiple scenarios and collaborate in real time on the best strategies to get you to where you want to go.
Take Action! - In step 3 we provide the plan - complete with action steps to take immediately along with recommended checkpoints to track and achieve your goals.

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