Matson & Cuprill, LLC

Specialties

We are a wealth coaching firm that specializes in guiding pre and existing retirees toward achieving their true purpose for money by providing strategic planning, education, and continuous coaching. We spend a great deal of time rescuing investors from the selective stock picking and market timing mistakes that most Wall Street firms and mutual fund companies promote. We operate primarily on a fee basis.

History

Established in 1970.

Originally founded as Matson Financial Group, M &C has been assisiting individuals and small businesses with their financial planning needs for over 40 years. In 2003, Dan Cuprill joined the firm. We have clients in over 20 states and assist in the management of over $ 150,000,000.

Meet the Business Owner

Dan C.

Business Owner

A graduate of both Northwestern University (MBA) and the University of Iowa, Dan has been a Certfied Financial Planner™ for 15 years. In addition, he holds the Chartered Life Underwriter and Chartered Financial Consultant designations from the American College. He lectures regularly to organizations and has personally assisted over 1000 people who desire financial freedom. He and his wife Beth have a son who is a student at Indiana University. They reside in Loveland, Ohio. Dan is also the executive director of Angry Capitalist Ventures, a non profit that offers grant money to entrepreneurs that seek to escape poverty. He is also a mentor at City Gospel Mission’s Exodus Recovery Program.