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Hi, I'm Eric Matthews of EDM Capital and I believe that wealth management is more than just managing numbers—it's about earning your trust, understanding your values, and protecting your legacy. As a conservative, Catholic wealth manager with years of experience both in Hollywood and the financial industry, I'm here to help you build a financial plan that aligns with your life goals and core values. Whether you're planning for retirement, securing your family's future, or looking for a financial partner who shares your conservative values, I'm ready to guide you every step of the way.
Years Experience
Typical Client Size
Series 65 Investment Advisor
Business Degree UC Riverside
Financial Planning Certification NYU
Certified Financial Counselor, Life License, Health License, LTC License
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I'm Eric Matthews, the founder of EDM Capital. My journey into wealth management is a bit unconventional. I started in Hollywood, working long hours in the entertainment industry, but a negative experience with a financial advisor (I lost ¾ of my wealth) made me realize the importance of protecting assets and growing wealth the right way. That experience drove me to pivot into finance, and after years of working with top firms in Beverly Hills, I decided to create my own firm—one that reflects my conservative Catholic values. My story is rooted in resilience, faith, and a commitment to serving others. From overcoming financial challenges in my youth to building a successful wealth management practice, I've learned that it's not just about the numbers—it's about helping people achieve peace of mind and financial security.
I create personalized portfolios that align with your goals, ensuring your core assets are secure while exploring opportunities for growth. We can even screen out unethical investments that go against your values.
I'll help you plan for the future by addressing every aspect of wealth transfer, from estate planning to charitable giving, so your family is secure for generations to come.
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Together, we'll create a detailed financial plan that covers everything from retirement strategies all the way to tax optimization, tailored specifically to your unique life.
We start with a 20-30 minute phone call to see if we're a good fit for each other.
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A deep dive into your goals, values, and assets so I can fully understand your needs.
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I'll create a comprehensive financial plan that’s tailored to your situation.
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I’ll continuously monitor your portfolio and check in regularly to ensure your plan stays on track.
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I'm here to help you navigate your financial future. Whether you're ready to start planning or just have a few questions, I'd love to hear from you. Feel free to reach out, and we can schedule a time to talk.
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