A complete list of active advisors currently associated with Mathis Wealth Management
Warmer can help you find a great advisor at Mathis Wealth Management or one who fits your needs even better.
Mathis Wealth Management, which also operates under the trade name Mathis Public Safety Retirement, provides financial planning, investment management, third‑party investment advisor referral services, and retirement plan consulting to individuals, trusts, estates, pension and profit‑sharing plans, and other entities. Its services include one‑on‑one financial planning engagements, ongoing portfolio management, and retirement‑plan related services such as plan investment selection and ERISA consulting. The firm’s advisors use a strategic asset allocation framework that emphasizes diversification across equities, fixed income, mutual funds and ETFs, and may implement portfolios directly or by selecting independent investment managers for client accounts. Mathis provides ongoing monitoring of portfolios and managers, delivers financial planning through a series of meetings or hourly engagements, and offers multiple billing arrangements including asset‑based fees for managed accounts. Notable features of the firm include its advisors’ dual roles as registered representatives of Ausdal and as licensed insurance agents, allowing implementation of recommendations through brokerage and insurance channels and creating potential commission conflicts that are disclosed in the brochure. Mathis also highlights retirement‑plan services with participant education and workshops, operates a solicitor/referral program for third‑party managers, and the principal has indicated a personal $1,000,000 asset threshold for accepting new clients in certain cases.
To learn more about the advisors currently working at Mathis Wealth Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
You can also browse Mathis Wealth Management's office locations.
Name |
Location |
Years of experience |
|---|---|---|
Phoenix, AZ
| 12
| |
Phoenix, AZ
| 5
| |
Phoenix, AZ
| 33
| |
Broadlands, VA
| 22
| |
Lake Forest, CA
| 1
|
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)