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Walking Steadily Towards Your Goals

For over 22 years, we have helped individuals and families secure their financial future with intelligent financial planning and sound investment advice.

Our clients appreciate our clear and engaging process, our experience, and the care we take in investing their money wisely. 

Retirement Planning

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Inheritance

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Divorce

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Savings & Investments

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Conflict-Free

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Getting Started

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Meet Donald Mattersdorff

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Donald has over thirty years of experience as a financial advisor for institutions, mutual funds and private investors.  He started D. Mattersdorff LLC in 1999.  His previous roles included working for the Boston-based Putnam Family of Mutual Funds and San Francisco-based GT Global (now part of Invesco).

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He graduated with honors from Dartmouth College in 1984.  He is a Chartered Financial Analyst.

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Outside of work, Donald enjoys reading history, supporting his family in their many activities, skiing and volunteering in his community.

Contact Form

How to Contact the team at D. Mattersdorff LLC:

By phone: (510) 842-6060 

D. Mattersdorff LLC is a licensed investment adviser in Oregon (and California). The firm may only transact business in other states if first licensed or excluded from licensing requirements. Transacting securities or rendering investment advice for compensation will not be made prior to compliance with licensing requirements or a valid exclusion from licensing.

© 2008-2025 D. Mattersdorff LLC. All rights Reserved.

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