Mathis Financial

At Mathis Wealth Management, we understand that life is complex, but your financial wellness doesn't have to be. Our team is committed to what's most important to you and to inspiring our clients to make smart financial decisions through proactive values-based financial planning. We believe that integrity is the foundation of our relationships with our clients, and we strive to build trust by being transparent, accountable, and dedicated to our clients' best interests.

How We Help

Mathis Wealth Management works with families, couples, active retirees, and public safety professionals who value our advanced planning knowledge and commitment to customized service and attention. We take the time to understand our clients' unique goals, risk tolerance, and financial situation to create personalized financial plans tailored to their needs.

Our Services

We offer a range of services designed to help our clients achieve their financial goals, including:

Financial Planning: Whether you're building wealth, enjoying life, or looking to retire, our team is here to help you navigate the complexities of financial planning.

Tax Planning: Our tax-efficient management strategies help you keep more of what you earn and make the most of your investments.

Retirement Planning: We can help you spend less time managing your finances and more time enjoying your retirement.

Estate Planning: If you're seeking to secure the wellbeing of the next generation, our experienced team is here to help you create a comprehensive estate plan.

Investment Management: Our world-class research and advising helps take the guesswork out of investing, giving you peace of mind and confidence in your financial future.

Insurance: We help you manage risk and protect the future for you and your loved ones.

Why Choose Mathis?

At Mathis Wealth Management, we believe that people matter, and what matters most to them is made possible by wise investments that grow over time. We take the reins so you can enjoy the ride. Our promise is simple: YOU will always come first. We're committed to:

Communication: Full disclosure and transparency in all our dealings with our clients.

Accountability: Taking our clients' trust seriously and being responsible stewards of their financial well-being.

Proactive Planning: Continuously looking for opportunities to add value and make a positive impact on our clients' lives.

Partnership: Being invested in our clients' success as a true partner, not just a financial advisor.

Understanding: Seeing beyond the numbers and focusing on our clients' life goals.