Matthew Wilson
Senior Vice President
EP Wealth Advisors
Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum
Contact Me
Send Matthew 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 Matthew Wilson
Matthew is an advisor primarily for individuals and families. He provides advice and guidance on different financial planning areas. Matt is also a leader of company culture initiatives in the San Luis Obispo office.
After entering the financial arena at Charles Schwab, where he was a financial consultant for five years, Matthew transitioned to Wacker Wealth Partners, serving as an advisor for 20 years before becoming part of the EP Wealth Advisors family.
Matthew holds MBA and B.S. degrees from Cal Poly San Luis Obispo, as well as a CERTIFIED FINANCIAL PLANNER™ (CFP®) credential.
Outside the office, Matthew enjoys spending time with his family and working with kids as an assistant high school wrestling coach. He’s also into playing the guitar, surfing, mountain biking and being outdoors. He has a Welsh Corgi dog named Patrick Swayze.
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 Matthew Wilson
- 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
Matthew Wilson's Designations and Affiliations
Matthew Wilson is a Member of The Financial Planning Association® (FPA®)
Media Mentions and Industry Involvement
Office Locations
892 Aerovista Place, Suite 220 - San Luis Obispo, CA 93401
