Mattern Capital Management is an independent, fee-only registered investment advisory firm, providing comprehensive wealth management services to individuals and families. Our thoughtful, consultative process begins with listening and learning so that we can truly understand your needs, concerns and goals. Planning strategies and solutions involve interconnected levels of service from trusted professionals in multiple disciplines. Our affluent clientele values our ability to work closely with your tax, legal and other professional advisors to ensure that all elements of your financial life are aligned. 

Traditional financial planning typically involves establishing financial priorities, budgeting, goals-based cash flow planning, life insurance, disability, and long-term care planning as well as college and retirement planning.  Comprehensive wealth management is that and much more, requiring greater expertise to address the complexities facing clients with higher levels of assets. It’s not a one-time event but an ongoing process requiring careful attention and accountability throughout the year.


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Mattern Capital Management

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