At Mathis Wealth Management, our goal is to inspire you to live with purpose, while making educated and informed financial decisions in every aspect of your life. We offer comprehensive financial services tailored to meet our clients' unique hopes, needs and values, whether you're a family steward making decisions about your family's wealth, or an active retiree looking for a confidant in your financial wellness. Through pro-active values-based financial planning, Mathis Wealth Management is prepared to be your partner and exceed your expectations.

Securities offered through United Planners Financial Services, member FINRA, SIPC. Advisory Services offered through Mathis Wealth Management, a registered investment advisory firm not affiliated with United Planners Financial Services.

Mathis Wealth Management

Org chart

Teams

Offices