Phoenix, AZ Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Mathis Wealth Management
Team
Firm-wide stats for Mathis Wealth Management
About
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.
Based on Mathis Wealth Management
Expertise
Based on Mathis Wealth Management
Location
7210 N 16th Street
Phoenix AZ 85020
Advisors at this office
3
Advisors at this office
Phillip A
Series 63, Series 65
Phoenix, AZ
Mathis Wealth Management
Phillip Adams is a financial advisor at Mathis Wealth Management in Phoenix, AZ, with 12 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Mathis Wealth Management since 2016, alongside prior roles at Ausdal Financial Partners and Transcend Security. Adams also served nearly three decades with the City of Phoenix Fire Department before transitioning fully into financial services. Mathis Wealth Management offers financial planning, investment management, and retirement plan consulting to a range of clients including individuals, trusts, and pension plans. The firm employs a strategic asset allocation approach and provides services such as ongoing portfolio monitoring, financial planning engagements, and ERISA consulting.
Cameron M
CFP®, Series 63, Series 65
Phoenix, AZ
Mathis Wealth Management
Cameron Mathis is a financial advisor at Mathis Wealth Management in Phoenix, AZ, holding the CFP® designation with five years of industry experience. His prior work includes roles at Ausdal Financial Partners and United Planners Financial Services, as well as earlier experience in retail and education. Mathis Wealth Management offers financial planning, investment management, and retirement plan consulting to individuals, trusts, estates, and various institutional clients. The firm employs a strategic asset allocation approach with diversified portfolios and provides ongoing portfolio monitoring, retirement-plan services, and one-on-one financial planning engagements.
Larry M
CFP®, Series 63, Series 65
Phoenix, AZ
Mathis Wealth Management
Larry Mathis is a CFP®-certified financial advisor with over 33 years of industry experience. He is the founder of Mathis Wealth Management in Phoenix, AZ, where he has worked since 2004. Mathis has also been an author and speaker since 2006 and serves as a member of the Arizona State Treasurer Financial Literacy Task Force. Mathis Wealth Management provides financial planning, investment management, and retirement plan consulting services to individuals, trusts, estates, and various types of retirement plans. The firm employs a strategic asset allocation approach that includes diversification across equities, fixed income, mutual funds, and ETFs, and offers ongoing portfolio monitoring along with multiple billing arrangements.
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