Take Control of Your Financial Future — Build and Protect Your Wealth with Roy Matlock Jr.
Why Work With Roy and His Team
Over 40 Years Helping Clients Achieve Financial Freedom
National Radio Host and Recognized Financial Expert
Customized Strategies Using a Range of Investment and Insurance Solutions
Your money. Your future. Your trusted partner.
Our Services
Retirement Planning
Create a predictable, tax-efficient retirement income plan designed to last your lifetime — and beyond.
Investment Management
Grow and preserve your wealth with diversified, time-tested investment strategies using world-class fund managers.
Insurance & Legacy Planning
Protect your family, minimize taxes, and ensure your legacy continues for generations to come.
Wealth Building Programs
From your first dollar saved to achieving financial independence, we provide the coaching, advice, and tools to make it happen.
Roy Matlock, Jr.
Roy is a veteran financial advisor, radio host, and entrepreneur with over 35 years of experience in the financial services industry.
He began his career in the mid-1980s and quickly rose to become one of the top producers at a top national firm before founding his own independent financial advisory practice. Roy is widely recognized for his expertise in personal finance, retirement planning, and wealth-building strategies.
Smart Money Starts With Smart Guidance
He hosts The Roy Matlock, Jr. Money and Business Hour, a nationally syndicated radio show that educates listeners on how to take control of their financial futures. Roy firmly believes that smart money decisions begin with smart guidance—a principle that drives his mission to simplify complex financial topics and empower people with the tools they need to succeed.
Known for his practical, no-nonsense approach, he has helped thousands of families and individuals build lasting financial security through personalized advice, investment education, and financial literacy programs.
The 5 Biggest Retirement Mistakes — And How to Avoid Them
Take advantage of some of our Complimentary Financial Resources
Is your retirement plan on track? Our Retirement Planning Workbook can help.
Get your finances on track with our complimentary Financial Needs Analysis.
Download our Family Budget Worksheet for a transparent budgeting tool.
Learn about investment options starting with as little as $50 per month.
Get instant issue life insurance with a free will and trust.
Find out about our licensed referral partner program.
Schedule a 30 minute phone call.
Watch our recent Financial Strategy Webinar.
