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Looking for leadership?
You’ve come to the right place.

For more than 26 years, happy, energized people have trusted Matlin Financial to be stewards of their own unique goals and values. We provide leadership for our clients through a formal process and ongoing accountability, ensuring the greatest probability of achieving what is important to them.

Our mission? It’s simple:

To be indispensable, providing a level of service so satisfying that our clients would never want to be without us.  Can you say that about your current advisor?