Mark Matley
Senior Wealth Advisor
EP Wealth Advisors
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
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?
Fee-Only and Fiduciary - Without Exception
Watch Our Video: Fee-Only, Fiduciary, Independent
Mark Matley's Designations and Affiliations
Media Mentions and Industry Involvement
Mark Matley is Quoted in Citywire: "Behind EP’s purchase of a pair of firms managing $1bn."
EP Wealth Advisors - Awards and Recognition
Mark Matley is Quoted on Business Wire: "EP Wealth Advisors Acquires The Insight Group and Financial Insight Center"
Mark Matley is Quoted in Financial Advisor Magazine: "EP Wealth Expands In Utah With Acquisition Of $1B Insight Group"
Mark Matley is Featured on WealthManagement.com: "RIA EP Wealth Has Aggressive Plans to be National Brand"
Mark Matley is Featured in RIABiz: "Advisor spotlight: Mormon duo use SEI, a radio show and their faith to succeed as RIAs"
Mark Matley is Quoted on Cision PR Newswire: "SEI Survey: New Reality of Advisor-Client Relationship Takes Focus Away from Top-Line Growth"
Office Locations
3115 E. Lion Lane, # 100 - Salt Lake City, UT 84121