Mathis Wealth Management is a Phoenix-based, fee-only registered investment advisory firm founded by Larry Mathis, CFP® AIF®, in 2015. The firm specializes in providing comprehensive financial services, including retirement planning, investment management, tax planning, estate planning, and insurance, tailored to the unique needs of families, active retirees, and public safety professionals.

With approximately $183.1 million in assets under management and a client-to-advisor ratio of 1:62, Mathis Wealth Management emphasizes proactive, values-based financial planning grounded in trust, transparency, and accountability. The firm is committed to putting clients’ interests first, offering personalized strategies to help clients achieve financial confidence and peace of mind.