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Matrix helps “our Merrill Lynch Financial Advisors to reduce administrative work so they can more easily generate new business and broaden opportunities in the retirement market.”

—Paul Welykoridko, VP of Retirement & Education Solutions, Merrill Lynch.


Matrix Financial Solutions offers services that can be designed to solve customers’ specific business objectives. All of our services are built on industry best practices and leverage knowledge that’s derived from years of hands-on experience. Matrix Financial Solutions helps you target areas of greatest need and achieve measurable, positive results in a highly efficient manner.

Whether you are a financial Institution, third-party administrator (TPA) or a registered investment advisor (RIA), Matrix Financial Solutions can help you achieve your individual business goals. To learn more about the specific products and services available for your business, please read more about our solutions or contact us at or call 866-935-6824.