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333 Orchard Street, Millis, MA 02054

(508) 376-2009
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Your Financial Goals Deserve a Disciplined Team Behind Them

Our clients are at the heart of everything we do. From financial planning to wealth management and navigating retirement income, our team provides thoughtful, personalized guidance built around each client’s unique priorities, needs, and aspirations.

What We do
Precision Planning for Every Stage of Life

We help individuals and families pursue their financial objectives through strategic planning, ongoing analysis, and a collective commitment to understanding what matters most to you.

WELCOMETo Matson Murdock Financial

WELCOME
To Matson Murdock Financial

Investments, taxes, insurance, estate planning: the list of financial concerns and considerations facing you today is seemingly endless. And there are no easy answers.

We are in the business of helping our clients pursue all their financial challenges. We do this by using a total wealth management approach. Each area is important individually, but managing them all collectively is one of the most important considerations in your overall financial success.

We take a thoughtful, personalized approach to financial planning—helping clients make informed decisions about investing, tax planning, risk management, retirement, and the transfer of wealth to future generations. Each strategy begins with an understanding of what matters most to our clients and is designed to evolve as their needs, priorities, and circumstances change.

Our Solutions
Comprehensive Solutions, Tailored to You

Every financial situation is different. That's why we offer a broad range of services designed to address where you are today and where you want to be.


Financial Planning 

Financial planning starts with understanding the full picture — where you are today, what matters most to you, and where you hope to go.

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Portfolio Management

We build and monitor portfolios based on your risk tolerance, time horizon, and long-term objectives — adjusting as your life evolves.

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Retirement Planning

Whether retirement is decades away or right around the corner, we'll help you create a roadmap designed to support the life you envision.

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Small Business Guidance

Owning a business adds layers to your financial picture. We help business owners align personal and professional financial strategies.

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Life Insurance

Life insurance can play a critical role in your broader financial strategy. We'll help you evaluate the right type and amount for your needs.  box-empty

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HNW Client Guidance

High-net-worth investors face a distinct set of challenges. We offer strategies designed to address the complexity that comes with significant assets.  box-empty

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About Our FirmBuilt on Discipline. Driven by Your Goals.

About Our Firm
Built on Discipline. Driven by Your Goals.

Over 40 years ago, Bob founded his firm with a clear philosophy for his clients: their financial strategy needed to be equally intentional and flexible as the life they were building. Since then, his team has worked with individuals, families, and business owners to develop structured plans that evolve with their needs.

Today, despite immense changes throughout those four decades, the ethos remains the same. Erin Matson Murdock is proud to carry on her father's philosophy as a second-generation advisor in the firm. She aligns with Bob's vision and brings a new perspective to the practice so clients are never relying on a single perspective.

Our approach is analytical, our communication is direct but thoughtful, and our focus is always on helping you pursue the outcomes that matter most. 

Our Process
A Proven Framework for Pursuing Your Goals

Great planning doesn't happen by accident. Our three-step process is designed to bring clarity, structure, and confidence to every financial decision you make.

1. Listen
Understand Your Full Picture

We'll start by reviewing your finances, goals, risk tolerance, and time horizon to build a complete understanding of where you stand.

2. Strategize
Build a Plan That Fits

Using what we've uncovered, our team will design a customized strategy aligned with your objectives and the realities of today's markets.

3. Implement
Stay on Track as Life Evolves

We'll put your plan into motion and provide ongoing oversight — adjusting as your life, goals, and market conditions change.

Let's Plan Your Future

Our Resources
Insights to Keep You Informed

Staying informed is part of staying on course. Explore our latest resources for timely insights, practical strategies, and the kind of financial education that makes a difference.

Why Medicare Should Be Part of Your Retirement Strategy

Why Medicare Should Be Part of Your Retirement Strategy

How Medicare can address health care needs in your retirement strategy.
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How Long Will Your Money Last?

How Long Will Your Money Last?

See how long a lump sum of savings could last based on your withdrawal rate and return.
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Can I Create a Roth if I’m Over the Income Limit?

Can I Create a Roth if I’m Over the Income Limit?

Use this article to start conversations about the “backdoor” Roth IRA strategy.
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Get Started
Ready to Take the Next Step?

If you're looking for a team with a structured, research-driven approach to your financial life, we'd welcome the opportunity to talk. Let's start with a conversation about your goals.

Let's Build Your Plan