American Dream 401(k)

Over the past three decades, Matson Money has emerged as revolutionizing the financial industry, having developed the Matson Method, a comprehensive and innovative approach to investing. At the heart of this revolutionary approach is Mark Matson, the founder and CEO of Matson Money, who has combined insights from behavioral economics, finance, neuropsychology, and human performance studies to create an innovative investing science.

Mark Matson's visionary leadership drives the firm's globally diversified structured funds and spearheads Matson's advisor and investor coaching initiatives. With a strong commitment to coaching, development, and nurturing financial well-being, Mark established four coaching programs for advisors, redeveloping them in 2023. These programs equip advisors with the skills to become proficient leaders in academic investing principles, enabling them to achieve business breakthroughs and earn certification as American Dream Experience Leaders.

“Investors’ financial future is guided by how they pursue their individual American Dream, which allows them to shape their own destiny and decisions to enjoy the legacy they envision in their retirement,” said Mark Matson, Founder and CEO of Matson Money. “The investment approach we take has always been rooted in empirically tested academic investing principles with real-life impact. Now, for the first time, we are providing access to a retirement plan that is built on investors’ true purpose and a time-tested approach to investment.”

Matson Money is committed to world-class training and development that can generate and deliver created futures for advisors and their clients. Training and developing advisors on how to support clients in transforming their relationship with money, including both the mathematical and the human dimensions of wealth creation, can ignite a powerful exploration of their financial future.
Matson Money works with more than 500 advisors across the U.S., Canada, and Puerto Rico. Its flagship investor education event, The American Dream Experience, has been attended by over 5,000 families since its inception in 2017. In 2022, Matson launched their global initiative, Breakthrough Investing, bringing the American Dream Experience to Puerto Rico and Canada. (see document for Disclosures)