Broadlands, VA Office

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.