Tony Matheson, CFP®

Education-based financial planning and strategic investment management.

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Slalom Wealth Management Tony Matheson, CFP®
Sacramento, CA

Serving Clients Nationwide

Education-based financial planning and strategic investment management.

Areas of Focus

  • Financial Life Planning
  • Investment Management
  • Owning a Business
  • Retirement Planning
  • Taxes

About Me

Hi, I'm Tony Matheson. I earned my B.A. in Theological Studies from Bethany University in Santa Cruz, CA. Like most, I shifted gears away from my major and spent over 20 years as a financial advisor in Sacramento, where I helped advisors identify, design, and implement a more personalized approach to client investment strategies.

I founded Slalom Wealth Management in 2018 because I wanted to design an independent, fee-only firm that would deliver comprehensive financial planning while helping solve the common issues many retirees face. I also wanted to incorporate my expertise around topics such as economic forecasting, optimizing social security payments, and Medicare elections in a way that could benefit others.

Prior to founding Slalom Wealth, I served as head of Retirement & Investments distribution with some of the largest asset management firms in the country, including Principal Financial Group. I am a CERTIFIED FINANCIAL PLANNER™ enrolled in the CFA® program. I have proudly recently passed the CFA Level I exam and am registered for the upcoming CFA Level II exam.

I have continued to live and work as a fiduciary financial advisor in Sacramento, California alongside my wife, Barbara. When I’m not working, you’ll probably find me riding my Peloton bike or boating on the Sacramento River.

Professional Designations



  • Fee Only Network
  • The AGC

Primary Location

836 57th St, Ste 457 Sacramento, CA 95819

Meeting Options

  • Video Conference
  • In-Person
  • Phone

Compensation Methods

  • Fee Only
  • Hourly Rate
  • One-time Financial Plan
  • Percentage of Assets Managed
  • Subscription

What to expect in the first meeting

Click the 'Book Intro Call' button above to schedule a free introductory call. Before we dive into any financial details, we want to start with a 20-minute phone call. This gives us both a chance to make sure your situation and objectives match our expertise. I look forward to speaking with you.

Offers Investment Management


About our Firm

We have the experience to help you achieve your financial goals.

Finances are personal, which is why we want you to feel comfortable sharing your goals and asking your key questions. Our team not only brings the expertise, but the personal, casual approach that can help you understand all facets of your finances.


✅ Collaboration: We’re here to serve as a sounding board for all your questions and ideas. Our mission is to help you feel as secure as possible when it comes to your decisions and how they impact your financial future.

✅ Education: Finances can be confusing and complex, but part of our job as a financial advisor is to demystify the process by providing easy-to-understand explanations that clarify, educate, and remove uncertainty.

✅ Commitment: As a fiduciary, we’re fully committed to you and your success. As your journey evolves, we’ll be by your side every step of the way.

We are a fee-only financial planning and wealth management firm specializing in helping sales professionals and small business owners that are approaching retirement.

We begin by helping our clients envision the life they want to lead in the future, while in the present live their great life. Next we collaborate together and create a strategic plan to maximize the opportunities from their income and current assets to map out a plan. We also manage investments for clients and help clients plan for major life events while incorporating tax mitigation and estate planning guidance into our planning considerations.

Located in Sacramento, CA - we serve our clients both locally and virtually nationwide.


University of California, Berkeley | Bethany University, Bachelor of Arts - BA, Theology/Theological Studies


Hobbies and Interests

  • Boating
  • Cycling
  • Family

Who We Serve

  • Baby Boomers
  • Business Owners
  • Corporate Executives
  • Dual Income Family
  • Gen X
  • Living in Retirement
  • Sales Professionals

To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for marketing services (including being featured on this profile page), subject to terms of use. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.