Mattern Wealth Management
Finance · Kansas, United States · 1-10 Employees
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Overview
Headquarters
1811 Wakarusa Dr Ste 103, Lawrence, Kans...Phone Number
(785) 842-7680Website
www.matternwealth.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Mattern Wealth Management
Mattern Wealth Management is an SEC Registered Investment Advisor that offers tailored investment management, family wealth consulting, and client-focused services including financial planning, tax planning, trust and estate planning, and risk management. The firm aims to provide hardworking individuals with both forward-thinking wealth management and attentive personal service, emphasizing fiduciary management and a fee-only experience. They focus on complex financial situations without a minimum account size requirement, seeking to enhance clients' financial freedom. Mattern Wealth Management is dedicated to planning with clients rather than for them, using various tools to mitigate risk and taxes while accumulating wealth.Explore more
Mattern Wealth Management Org Chart
AV
Client Service Associate
TH
Operations Specialist
MM
Financial Advisor
KC
Financial Advisor
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Mattern Wealth Management is an SEC Registered Investment Advisor that offers tailored investment management, family wealth consulting, and client-focused services including financial planning, tax planning, trust and estate planning, and risk management. The firm aims to provide hardworking individuals with both forward-thinking wealth management... Read More
