MONEY MATTERS

Overview

Money Matters is a small, independent registered investment adviser operating as a corporation and owned by an individual. The firm serves individual and family clients, providing fee-based advice charged as a percentage of assets under management. Its advisory work centers on financial planning and portfolio management for individuals and small businesses, and the firm also lists accounting among its business activities. Money Matters does not position itself as a multi-state adviser, a pension consultant, an ESG-focused investor, or a capital allocator that sources and runs multi-manager programs; instead it appears to implement client portfolios directly.

Assets & Accounts

Public Holdings

Investments & Alternatives