Mark Matley, ChFC® , CLU®

Senior Wealth Advisor, Partner

Logan, Utah

Salt Lake City, Utah

St George, Utah

Contact Mark

Mark focuses on helping his clients achieve their personal vision of success. He has dedicated his career to getting to know each of his clients on a personal level so he can better assist them plan for their financial, and by extension, their life goals.
Mark began his career as an analyst on Wall Street over three decades ago. He soon realized there was in the marketplace for a wealth management firm that focuses on advice over sales. So, Mark channeled his love for finance into a new business venture, The Insight Group. As the firm grew, Mark needed additional capabilities and merged The Insight Group with EP Wealth Advisors in 2020.
Mark graduated Magna Cum Laude with a B.A. in Economics from Brigham Young University. He holds both the Chartered Financial Consultant and Chartered Life Underwriter designations.
Mark’s other great passion is his family – he is married with three daughters. He enjoys golf, tennis, skiing, and spending time at their farmhouse in Virginia. Mark and his family reside in Holladay, Utah.