A complete list of active advisors currently associated with Mattern Wealth Management LLC

Warmer can help you find a great advisor at Mattern Wealth Management LLC or one who fits your needs even better.

Mattern Wealth Management provides fee‑only investment and wealth management, financial planning, and consulting to individuals, high‑net‑worth clients, families, trusts, businesses, and retirement plans. The firm also offers ERISA 3(21) retirement plan advisory services and participant education, and will provide non‑discretionary advice for held‑away assets such as variable annuities and 529 plans. The firm works with clients to create written investment policy statements and uses portfolio allocation software, a mix of active and passive strategies, and ongoing monitoring and rebalance processes to align portfolios with risk tolerance and cash‑flow needs. Securities allocations commonly include individual equities, fixed income, ETFs, institutional mutual funds (including Dimensional Fund Advisors funds), and, when appropriate, allocations to independent managers and tax‑harvesting techniques. Mattern discloses several features that are less typical among peers: its brochure lists its CRD number (304520) and adviserinfo references while the firm also advertises third‑party ratings in its materials, and Item 12 discloses that Trade‑PMR provided nominal startup funding. The brochure also highlights that use of DFA funds is subject to DFA approval and that clients may lose the ability to make additional purchases of certain DFA funds if the advisory relationship is terminated.

To learn more about the advisors currently working at Mattern Wealth Management LLC, 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.