MATSON FINANCIAL ADVISORS, INC.

Overview

Matson Financial Advisors, Inc. is an independent, privately owned registered investment adviser that has been operating since 2002. The firm serves both individuals and families as well as institutional clients, and it combines advisory services with broker‑dealer and insurance activities. That structure allows Matson Financial Advisors, Inc. to deliver fee‑based portfolio management and financial planning while also offering commissionable products such as annuities and certain insurance solutions. Investment activity centers on managed portfolios built around public mutual funds and other pooled vehicles, with a pronounced reliance on non‑discretionary relationships—clients retain trading authority while the firm provides recommendations and portfolio construction. The firm does not operate as a capital allocator, so alternative exposures are accessed through third‑party managers and product wrappers rather than in‑house proprietary funds. Matson Financial Advisors, Inc. is not an active ESG investor and is not registered as a multi‑state adviser.

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