.png)
"If you don't know where you want to go, it doesn't matter which path you take."
-Cheshire Cat to Alice
Alice in Wonderland
Our Background
Barkdull Financial Group is a family-owned firm, partnered with Matson Money and Asset Marketing to provide access to all investments, insurance and estate planning products. Along with Barkdull Financial, Matson Money manages over $9 Billion in assets.
With Matson Money we empower investors to stop speculating and gambling with their life’s savings and achieve peace of mind. We’re built on empirically tested academic investing principles with real life impact. In knowledge, there is power, and our company is designed to help every investor know exactly what they are doing with their money, and why.
​
For over two decades, the Asset Marketing team has been a source of safety in an ever-changing market. Asset Marketing and Barkdull Financial manages over $6 Billion in insurance products. With a culture rooted in sharing, collaboration, and teamwork—the foundation of our success is through the relationships we have cultivated, the businesses we have grown, and the retirements we have helped flourish.
​
Our Services
Investment Coaching
​
Powered by
We provide a wide range of financial services, including investment coaching, retirement planning, wealth management, estate planning, and life insurance solutions.
Our approach is based on academic investing principles, and we partner with Matson Money to empower our clients to make informed decisions.
Estate Planning
Powered by
We understand the importance of planning for the future and safeguarding the well-being of your loved ones. Our comprehensive estate planning services are designed to ensure that your legacy is preserved and passed on seamlessly.
Among our array of offerings, our focus on trusts, life insurance, and annuities stands out as key pillars in creating a robust and secure financial plan.
