Experienced, fiduciary guidance for families and public safety professionals

Meet Our Team

Our People

Leadership

Mathis Wealth Management is an SEC-registered investment adviser (CRD #172858) serving high-net-worth families, retirees, and public safety professionals across Arizona and California.

[Official photograph — pending]

Larry Mathis

Chief Executive Officer

Larry Mathis leads Mathis Wealth Management, an SEC-registered investment adviser serving families, retirees, and public safety professionals with fiduciary financial planning and wealth management. A full biography is being prepared for publication.

CFP® — Certified Financial Planner
AIF® — Accredited Investment Fiduciary

[Placeholder — pending real bio & photo]

Advisory Team Member

Wealth Advisor

This profile is a placeholder. A verified biography, credentials, and photograph will be published here pending firm approval.

[Placeholder — pending real bio & photo]

Advisory Team Member

Public Safety Retirement Specialist

This profile is a placeholder. A verified biography, credentials, and photograph will be published here pending firm approval.

Additional team member profiles will be published as verified biographies, credentials, and photographs are approved. Mathis Wealth Management does not publish invented or placeholder biographical claims.

Credentials We Value

Professional designations that reflect fiduciary standards and specialized planning expertise. Individual advisor credentials will be listed on each verified profile.

CFP®
Certified Financial Planner
AIF®
Accredited Investment Fiduciary
CFA
Chartered Financial Analyst
CPA
Certified Public Accountant

Join Our Team

We're always interested in connecting with talented professionals who share our commitment to client service and fiduciary excellence.

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