Who We Are
Matheson Financial Partners helps clients in the San Francisco Bay Area and throughout the country with financial planning, investment management and business development. They specialize in working with sales professionals and executives that have compensation structures that include deferred compensation, restricted stock units (RSUs), variable compensation, and bonus compensation.
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. As an experienced financial planner that has “carried the bag” – he can identify client’s needs and free up some of their mental focus so those clients can focus on what business activities they do best.
How We’re Different
We are experts in financial planning, specialized in partnering with sales professionals and those referred to us through the SmartVestor Pro program
We’re upfront about our fees, processes and other information you need to know throughout our engagement.
I 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