# Mattson Financial Services

Mattson Financial Services is a Bank / Wealth / Trust based in Kentwood, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Kentwood, United States
- **Region:** North America
- **Address:** Kentwood, MI, United States
- **Founded:** 2010
- **Assets under management:** Undisclosed
- **Website:** mattsonfinancial.com
- **LinkedIn:** https://www.linkedin.com/company/mattson-financial-services

## Regulatory record

- **CRD number:** 153067
- **SEC file number:** 801-120063
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-02-11T06:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/153067

## About

Mattson Financial Services launched in 2010 as an independent wealth management practice in Kentwood, Michigan. Founder Gary Mattson built the firm to serve local families and individuals navigating the transition into retirement, a focus reflected in the firm's educational content and its book, "What Your Parents Never Told You About Money." The practice operates as a family-owned business serving a cross-section of West Michigan — pre-retirees, retirees, single individuals, young professionals, families and business owners — with a stated emphasis on multi-generational planning. The firm's service model revolves around financial planning and investment advisory for high-net-worth individuals, trusts and businesses. Its proprietary methodology, branded as the Mattson Map, integrates wealth and health strategies into a single client roadmap. Distribution is notably local: the firm sponsors "Money Mentors," a paid radio program airing Saturdays and Sundays on 106.9 FM and 1300 AM, which serves as its primary channel for reaching prospective clients. Unlike multi-family offices or institutional platforms, there is no indication of pooled fund structures, direct co-investments or alternative-asset access; the firm presents itself as a classic, planning-led RIA. Team size and total assets under advisement are not publicly disclosed. The firm is headquartered in Kentwood and has not published information about additional office locations or separate vehicles such as philanthropic foundations. Operations appear concentrated on personalized retirement-income planning, tax strategy and legacy planning, delivered by a small team that the firm describes as an "energetic family of skilled professionals." No dated operational event from the last 24 months was verifiable. Mattson occupies a distinct niche: a single-location, family-owned wealth manager that competes on local trust and educational radio presence rather than institutional scale or product complexity. The reliance on AM/FM programming to build a client base is an uncommon structural feature in an industry that has largely migrated to digital acquisition channels. This radio-centric model, combined with the founder's personal brand and published book, creates a localized referral flywheel that functions independently of wirehouse or aggregator platforms.

## Sectors

- Wealth Management

## People

- Gary Mattson — Founder

## Questions

### What is the Mattson Map?

The Mattson Map is the firm's proprietary planning process that combines wealth and health strategies into a custom client plan. The firm mentions it as an exclusive offering on its website but does not detail the specific tools or software it incorporates. No third-party reporting has analyzed its methodology.

## Related profiles

- [Matthew Pritzker Company](https://altss.com/profile/matthew-pritzker-company)
- [Matū](https://altss.com/profile/matu-fund)

---

Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/mattson-financial-services

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology