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Mattern Wealth Management

Mattern Wealth Management


Mattern Wealth Management's financial review

Employees

4


Mattern Wealth Management information

Mattern Wealth Management provides comprehensive financial planning and investment management services to individuals, families and small business owners in Lawrence, Kansas – and beyond. We are an independently owned and operated SEC registered investment advisor dedicated to to the fiduciary standard. This means we must always act in our clients' best interest. We never accept third-party commis...
Mattern Wealth Management provides comprehensive financial planning and investment management services to individuals, families and small business owners in Lawrence, Kansas – and beyond. We are an independently owned and operated SEC registered investment advisor dedicated to to the fiduciary standard. This means we must always act in our clients' best interest. We never accept third-party commissions or compensation, nor are there ever any incentives to sell products to our clients.While we are competent professionals who put our client first – always - we are much more than that. Everyone connected to Mattern Wealth Management understands that we build our reputation on integrity, trust, and accountability.At Mattern Wealth, we hold tight to our Midwest values, keeping the foundational principles of Friends, Family, Health and Wealth close in our hearts and minds. Our mission is to build a deep, lasting relationship and handle all of the details of managing your financial life (wealth), so you can focus on your friends, family and health.We want you to enjoy a sense of freedom, comfort and confidence, relying on us to handle the wealth management strategy and financial planning details so you can live the life you want – without the burdens that can come with managing the family fortune. No matter how much money you've saved and accumulated over the years, this is the nest egg you've worked so hard to build and secure. We take our responsibilities to you seriously and will treat you as if you are a family member or special friend.No matter where you are on your journey, we can guide you to financial independence. Our goal is to help you reach a level of financial security that will enable you to achieve your objectives and create a legacy for your family for years to come. Using solutions tailored to your specific needs, we will strive to help you move from a life of success to a life of significance.Learn more at https://matternwealth.com

Mattern Wealth Management industries

Wealth management
Financial planning
Financial services
Investment management

Mattern Wealth Management's financial review

Employees

4

Employees

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