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.
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.
Matthew Wehling
Founder and Chief Investment Officer
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.