MATTERN WEALTH MANAGEMENT LLC
SEC RegisteredPlanning With You, Not for You
About the firm
Mattern Wealth Management is an SEC Registered Investment Advisor providing tailored investment management, family wealth consulting and client-focused services. The firm was founded to provide hardworking individuals with both forward-thinking wealth management and attentive, personal service. Operating on a fee-only, fiduciary basis, the firm aims to combine wealth enhancement, protection and transfer to provide a personalized experience for clients.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Comprehensive financial planning, investment management, estate planning, tax minimization and tax-efficient investing, and philanthropy. Services include portfolio management, asset allocation, sustainable income, cash management, wills and trusts, power of attorney, beneficiary planning, Roth conversions, income coordination, capital gain/loss planning, and donor-advised funds.
Who they serve
Pre-retirees and retirees seeking long-term guidance and planning, small business owners facing unique challenges for themselves and their loved ones, and high-net-worth individuals and families navigating complex questions and concerns.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 478 | $138M |
| High Net Worth Individuals | 127 | $417M |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
4 advisors in the directory
Regulatory & compliance
Data as of March 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. MATTERN WEALTH MANAGEMENT LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.