Mathis Wealth Management

Mathis Wealth Management

Larry Mathis established Mathis Wealth Management in 2014, extending a financial-services career that began in 1987. He holds CFP and AIF designations and authored a book on family financial resilience. The firm, headquartered in Phoenix with an additional operations presence in Ventura, California, positions itself for retirees, families, and public-safety professionals — a niche reinforced by Investment Advisor Representative Phil Adams, a retired Phoenix Fire Department captain who joined in 2016. Mathis Wealth Management delivers financial planning, retirement planning, investment management, tax planning, and insurance services. This span lets the firm coordinate asset allocation with tax-aware distribution and risk protection under a single advisory roof. The firm does not disclose proprietary funds or alternative investment vehicles; its investment management appears to rely on brokerage and advisory platforms, with securities offered through United Planners' Financial Services, a separate FINRA member firm. The disclosure page lists service availability across 27 states, focused heavily in the Southwest and Western US. The firm lists eight team members on its website, including financial advisors, operations directors, and administrative staff. Found in September 2023: The firm maintains a Ventura office led by Operations Manager Danielle M. Lemuz, who manages account maintenance and client-service workflows for that location. The Phoenix office remains the primary advisory hub under Larry Mathis. Mathis Wealth Management's structure rests on a multi-generational advisory model — Larry Mathis's son, Cameron, is a CFP professional and financial advisor at the firm, and the team includes a retired firefighter who now advises on the public-safety retirement systems he once participated in. This creates a practice built on lived experience in its core client verticals rather than a scalable institutional asset-gathering engine.