Matthew Wehling
Founder and Chief Investment Officer
M.S. Financial Management
Boston University Metropolitan College
About Me
From a young age, I had only one goal: to become a United States Marine. That commitment carried me into service shortly after the September 11 attacks, and eventually into a career as a civil servant after leaving active duty. The Marine Corps shaped me profoundly—discipline, resilience, and a deep sense of purpose. But while my focus during those years was on service rather than finances, I carried with me a simple lesson from my parents: always spend less than you earn, and save the rest.
When I transitioned out of the military, I had managed to put aside a modest sum. I realized that if I wanted to build a stable future, I needed to do more than save—I needed to invest. With no background in finance, I set out to learn. That curiosity led me to the writings of investors who had actually done it successfully over long periods: Mohnish Pabrai, Li Lu, Seth Klarman, Chuck Akre, and most notably, Warren Buffett and Charlie Munger.
What I found wasn't just a set of techniques for picking stocks. It was a way of thinking—patiently, rationally, and with a focus on what's actually knowable. The core idea is simple but easy to forget: when you buy a stock, you're buying a piece of a real business, not a ticker symbol that moves up and down on a screen. That insight changed how I thought about investing, and frankly, how I thought about a lot of things.
Years later, I completed a Master of Science in Financial Management at Boston University. I went in curious whether the formal curriculum would challenge or contradict what I had learned on my own. It didn't. If anything, studying modern portfolio theory, efficient markets, and quantitative methods reinforced my conviction that the value investing framework is the right one—not because it's traditional, but because it's grounded in how businesses actually work.
As our family's portfolio grew and my understanding deepened, I began helping friends and family think through their own investments. Eventually it became clear this wasn't just a personal interest—it was what I wanted to do. Wehling Investment Management grew out of that conviction: I could do work I find genuinely meaningful while helping clients who want to invest the same way.
My Mission
My mission is simple: treat my clients' capital with the same care I treat my own.
As a Registered Investment Adviser, I view my fiduciary duty not just as a legal requirement, but as a moral one. Every investment decision is made by me directly—no algorithms, no model portfolios pulled off a shelf, no outsourced research. When I buy a stock for your account, I'm buying the same stock for my own.
One thing worth mentioning about how I charge: you pay fees only on money that's actually invested in securities I've selected. Cash sitting in your account waiting for the right opportunity doesn't cost you anything. I think that's how it should be—I only get paid when I'm actually doing the work of investing your capital. If I can't find something worth buying, I'd rather hold cash than put your money into a mediocre investment just to generate fees.
Whether you're just beginning to invest seriously or you've been building wealth for decades, the approach is the same: find good businesses, pay sensible prices, and think like an owner.
I founded Wehling Investment Management on a simple premise: my clients aren't customers—they're partners in a shared endeavor. Your goal is to build long-term wealth; I succeed by helping you do exactly that.
That alignment shows up in how I invest. I could collect more in fees by putting all of your capital to work immediately, but that would run counter to what actually matters—thoughtful, disciplined capital allocation. I invest only when I believe the opportunity is right, because that's what's best for your long-term success.
I limit the number of clients I serve so that each relationship gets the time and attention it deserves. You won't be handed off to a junior associate or shuffled between departments. I'm the one who studies the companies, selects the investments, and puts your capital to work.
To maintain this level of personal attention, I do have an investment minimum of $100,000. That minimum may rise as my client base grows, to ensure I can continue giving each client the focus they deserve. But once you're a client, you're a client—regardless of future thresholds.
This isn't a volume business. It's a trust business—and I treat it that way.