Mark Matley

ChFC® CLU®

Senior Wealth Advisor

EP Wealth Advisors


Salt Lake City, UT
Anywhere / Virtual Meetings
Mark Matley
  • https://www.facebook.com/epwealthadvisors/
  • https://www.linkedin.com/in/mark-matley-33a15a25/
  • https://www.youtube.com/channel/UC71LDkJ6K8M_uEP-jLR9i1A/videos
  • https://www.epwealth.com/blog

Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum

Contact Me

Send Mark a Message

I am Fee-Only

I do not accept commission, referral fees, or compensation of any kind based on selling financial products, without exception.

I am a Fiduciary

I will put your best interests first, and fully disclose and manage unavoidable conflicts fairly in your favor, at all times.

Things to Know

  • Leverage an array of wealth management services – retirement planning, investment management, estate planning, tax planning, philanthropy and more.

  • As a fiduciary, we prioritize your best interests, and our fee-only structure delivers objectivity in our investment recommendations.

  • Dedicated Wealth Team approach, led by your Advisor -- so you can focus on what’s important.

  • Taking new clients with a $500,000 investment minimum.

  • WATCH NOW - Weekly Stock Market Update with Adam Phillips, EP Wealth Advisors' Managing Director of Portfolio Strategy.

Get to Know Mark Matley

For over three decades Mark Matley has dedicated his career to helping his clients achieve their personal vision of success. Mark is committed to know his clients on a personal level to better assist them achieve their financial, and by extension, life goals. Mark graduated Magna Cum Laude in Economics from Brigham Young University, began his career as an analyst on Wall Street, and eventually channeled his love for finance into a new business venture, The Insight Group. He saw a gap in the marketplace for a wealth management firm that was focused on advice not sales. Looking to further enhance the client experience, The Insight Group merged with EP Wealth in 2020. Mark’s other great passion is his family – he is married with three daughters. He enjoys golf, tennis, skiing, and spending time at their farmhouse in Virginia. Mark and his family reside in Holladay, Utah.

Show More

I Can Help You With:

  • Financial Planning
  • Retirement Planning
  • Tax Planning
  • Estate Planning
  • Divorce Financial Planning
  • Investment Management
  • Charitable Giving
  • Business Planning

Ideal Clients:

  • High Net Worth Families and Individuals
  • Retirees and Near Retirees
  • Business Owners and Executives
  • Widows or Divorced Women
  • Professional Athletes and Entertainers
  • Sudden Money Situations

FAQ with Mark Matley

  • Is EP Wealth a fiduciary?
  • What does it mean to have a dedicated wealth team?
  • Do you offer an initial consultation to see if we may be a fit?
  • How does EP Wealth charge for its services?

As a Registered Investment Advisor, EP Wealth is a fiduciary, which means we are required by law to act in the best interest of our clients.

  • Is EP Wealth a fiduciary?

    As a Registered Investment Advisor, EP Wealth is a fiduciary, which means we are required by law to act in the best interest of our clients.

  • What does it mean to have a dedicated wealth team?
  • Do you offer an initial consultation to see if we may be a fit?
  • How does EP Wealth charge for its services?

Office Locations

  • 3115 E. Lion Lane, # 100 - Salt Lake City, UT 84121

FeeOnlyNetwork Disclosure

Advisorology, LLC (FeeOnlyNetwork.com) earns an annual or monthly fee from financial advisors and financial firms in exchange for marketing services, including the advisor profile, that are subject to terms of use. This creates a material conflict of interest and a financial incentive to only include advisors in the directory from whom FeeOnlyNetwork has received compensation. FeeOnlyNetwork is not a client of these advisors or firms.

Outdated Browser Detected!

If you're seeing this message, it's because the web browser you're using to access our site is much older and no longer supported. Due to privacy and safety concerns, we don't allow older browsers to access our site. In order to access WhyFiduciary.com, please use a newer browser, like Internet Explorer 10 or above, Google Chrome, or Mozilla Firefox.

Download a newer browser