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

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

Mattix Wealth Management is a very small, state-registered independent advisory firm that serves individual and small-business clients (about 21 clients) through a sole adviser. The firm’s primary offering is written financial planning—full and modular plans—and it also provides client education through occasional newsletters and no-cost public workshops. The firm does not provide ongoing, in-house portfolio management or discretionary trading; instead it assesses clients’ objectives and risk tolerance and refers interested clients to a single preferred third‑party money manager that provides continuous asset management and charges asset‑based fees, a portion of which the firm receives as a solicitor/referral fee. Mattix Wealth remains available to explain strategies, assist with implementation choices, and act as a communication conduit between clients and the third‑party manager. What is distinctive about this firm compared with many peers is its combination of financial planning with regular public education (newsletters and seminars) and an active insurance sales practice conducted through an affiliated insurance relationship and a third‑party insurance marketing organization (IMO), from which the firm and its adviser may receive commissions or incentives. It is also atypical for an independent solo adviser to neither manage client assets directly nor charge clients a percentage‑of‑assets fee, instead relying on referrals to a third‑party manager for investment supervision.

To learn more about the advisors currently working at Mattix 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.