Mark Matley, ChFC® , CLU®

Senior Wealth Advisor, Partner

Logan, Utah

Salt Lake City, Utah

St George, Utah

Contact Mark

Mark helps clients define and achieve their personal vision of success. He builds long-term relationships and designs plans that align financial decisions with life goals.
Mark began his career on Wall Street, later founding The Insight Group. As the firm grew, it merged with EP Wealth in 2020. He earned a B.A. in Economics from Brigham Young University, graduating magna cum laude. Mark holds the Chartered Financial Consultant® and Chartered Life Underwriter® designations.
Mark’s approach is relationship-driven and practical, simplifying complexity and helping clients focus on what matters most. He believes strong outcomes come from clear plans and consistent follow-through.
Mark lives in Holladay, Utah, with his wife and three daughters. He enjoys golf, tennis, skiing, and time at the family farmhouse in Virginia.