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Wealth Management 

Designed for Sales Professionals



Fee-Only Financial Planning and Investment Management

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Who We Are

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.

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 you, our client. There is NO sales pitch, NO commissions, & NO products sold

Knowing Each Other

Let's Get Acquainted

We Know Who You Are

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.

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?
  • Are important materials like estate documents located safely in one place and updated?
  • 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?

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®  Photo

Tony Matheson, CFP®

Founder & Wealth Advisor

Tony 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 colleagues 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 Walnut Creek, 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.

Services & Fees

What You Can Expect

See What We Offer

Financial Planning & Investment Management


For our clients with over $500,000 of investable assets we provide a comprehensive analysis and financial plan that includes portfolio management.  Our fee for this wealth management service is tiered based on the amount of assets we manage. 

Invested Assets

Percentage Charged

Planning Fees

$100,000 - $500,0001.00%Initial $2,000 then $75/monthly
$500,001 - $1,000,0000.90%Included
$1,000,001 - $2,000,0000.70%Included
$2,000,001 and Above0.50%Included



Investment Management


For our clients in the $100,000 - $500,000 asset range we offer a-la-carte investment management services.  Anything over $500,000 automatically qualifies for Platinum Level.

Our standard advisory fee for Gold Level is based on the market value of the assets under management and are calculated as follows:

Invested Assets

Percentage Charged

$100,000-$500,0001.0%


QuickStart Plan


With the QuickStart Plan we will provide:

  1. Initial help organizing your relevant financial information.
  2. 90 minute conversation (phone, video or in person) to answer questions and strategize.
  3. 3 - 5 page summary and action plan to help you get on track.
  4. 2 weeks of email access after our meeting to answer any questions about the action plan.

We offer a QuickStart Plan for $499.




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Client Portal

Convenience and Security for Your Documentation

Log in to one of our shared apps below for easy review of your financial documents.


Affiliated With the Best for Top Financial Planning and Investment Management


Matheson Financial Partners is proud of its membership in the following associations. The knowledge and insights provided by these groups enhances the quality and types of services the firm can offer clients.


Based in the San Francisco Bay Area 

Ready to Work for Anyone, Anywhere.

Schedule a free 30-minute meeting to discuss your financial planning and investment management needs at your convenience

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