Matson & Cuprill

Financial ServicesOhio, United States0-1 Employees

Dan Cuprill is Owner of Matson & Cuprill, LLC, a wealth coaching and advisory firm located in Cincinnati, Ohio. With over 200 clients and $175,000,000 under management, they guide professionals and retirees toward achieving and maintaining life long financial independence.  Unique in that they are one of the very few local firms that teach Free Market Investment Strategy, Matson & Cuprill, LLC utilize an approach based on sixty years of Nobel Prize winning research.  It is comprised of three elements:

   1. The belief that free markets work
   2. Modern Portfolio Theory
   3. The Three Factor Method

Every client is first coached, and then provided with a detailed strategy based on their stated goals and objectives.  We live in a world of financial chaos: market volatility, information overload, and unlimited financial products from which to choose.  Matson & Cuprill, LLC is dedicated to educate, coach and help clients discover and achieve their true purpose for money.

Sign up for free to view info

Email Format Employee directory