Wealth Management That Puts People First

Thoughtful financial planning, ethical investing, and long-term guidance you can trust.

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Financial planning

We create clear strategies to manage your income, expenses, and goals, giving you financial confidence at every step.

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Efficient investing

Smart investment choices that balance risk and return, helping your portfolio grow securely and sustainably.

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Retirement strategies

Plan ahead for a comfortable future with tailored retirement solutions that ensure lasting financial security.

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Legacy planning

Protect your wealth and pass it on efficiently, leaving a strong foundation for future generations.

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We Specialize In

• Personalized financial planning
• Tax-efficient investing
• Investment management and retirement strategies
• Estate and legacy planning

Plan Smart. Live Free

At Matariyeh Financial, we do more than manage portfolios. We build relationships. As an independent wealth management firm, our mission is simple: help you make confident decisions about your money, your future, and your legacy.

We bring decades of tax expertise to our work as fiduciary financial planners, offering advice that’s free from commissions or sales pressure. Whether you're navigating retirement, growing a business, or planning for the next generation, our job is to guide you with clarity. We specialize in:

See Our Working Place

Downtown Hub

1245 Elm Street, Suite 200, New York, NY 10001, USA

Tech Park

78 Crescent Road, 2nd Floor, London W1B 3HH, UK

Skyview Tower

17-3 Ichibancho, Chiyoda City, Tokyo 102-0082, Japan

Innovation Yard

310 Greenhill Ave, Toronto, ON M4B 1B3, Canada

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Let’s create a plan you believe in.

Have questions or need a tour? Reach out and we’ll guide you through everything.

Schedule a Consultation

Our clients range from growing families to seasoned entrepreneurs. What they all have in common is the desire for honest answers and thoughtful support. We’re here to provide both.

Wondering what a fee-only financial planner does, or looking for the best way to manage investments and taxes? We’ll walk you through it: plainly, patiently, and in alignment with your values.

Fill out the form and we’ll get back to you within 24 hours.