Finance Committee

Board of Directors

Founder

MBA (Masters in Business Administration)

Bachelors 

Certified Financial Planner 

Matthew Pixa - Financial Advisor in Seal Beach, CA | WiserAdvisor.com

Every financial advisor should differentiate itself from the competition but how many truly 
do? As mentioned on our Welcome page, My Portfolio Guide promises to improve your current portfolio 
and how it's being managed. Any prudent consumer should shop around and we actually encourage you to do so. What you'll find is that no other financial services firm can beat the combination of our 
ethics, portfolio discipline, and fee structure. If you find one, tell us! Along with this promise to you, here is what sets us apart: NO HIDDEN COMMISSIONS OR FEES (FEE-ONLY COMPENSATION) A FIDUCIARY OBLIGATION PUTTING THE CLIENTS INTERESTS FIRST (ask your current advisor to provide 
this in writing... we will!) INDEPENDENCE FROM ANY WALL STREET FIRM, INSURANCE, OR INVESTMENT COMPANY FULL DISCLOSURE ENSURING ZERO CONFLICT OF INTEREST LOWEST FEE SCHEDULE FOR CUSTOMIZED INVESTMENT GUIDANCE ONE POINT OF CONTACT YET SUPPORTED BY A WORLD CLASS INSTITUTIONAL SERVICE TEAM ACCESS AND DELIVERY OF UNBIASED RESEARCH COUPLED WITH A CUTTING EDGE TECHNOLOGY PLATFORM A WRITTEN AND PERSONALIZED INVESTMENT POLICY STATEMENT FOR EACH CLIENT PERSONALIZED PORTFOLIO MODELS ENGINEERED AROUND YOUR RISK TOLERANCE AND GOALS INVESTMENT AND RISK MANAGEMENT DECISIONS DRIVEN BY STRATEGIC AND TACTICAL ASSET ALLOCATION CUSTOMIZED INVESTMENT GUIDANCE; NO PASSIVE? BUY AND FORGET? OR BOILERPLATE SOLUTIONS PERIODIC INVESTOR EDUCATION SERIES FOR EXTENDED FAMILY, FRIENDS, AND COLLEAGUES ULTRA RESPONSIVE, SEAMLESS, ONE-STOP WORLD CLASS SERVICE So... Why My Portfolio Guide? Ask yourself if your current advisor addresses and meets ALL of the above 
criteria?

My Portfolio Guide

Matt Barton has been involved in the investment industry since 1995. After experiencing both the outdated "full-commission" version of the business and the "discount broker" side, he realized neither was properly 
serving clients. The idea that the fee-only fiduciary model was the way to keep 
clients and advisors on the same side led him to a long tenure as an investment 
counselor with one of the largest private firms in the U.S. 
He feels that working with My Portfolio Guide allows him to use the best of what he 
has learned to help clients reach their goals. This means putting their interests first, while keeping investing ideas simple and management fees easy to understand. He believes in developing a deep understanding of how each client defines success, so he can help them toward that end with appropriate planning. 
Matt lived in several different areas growing up, living in Colorado, Arkansas, and Southern California. He obtained his bachelor's degree in Social Science from Humboldt State University, in Northern California. He has been settled in the 
Portland, Oregon, area since 2002 with his wife Kristin and two sons, Max and Graham. Matt enjoys outdoor pursuits like cycling, hiking, and skiing, along with following his kids' various team sports. He has spent many years volunteering as a 
coach for Little League baseball and CYO basketball.

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