Phoenix Wealth Management firm expands into California.
PHOENIX, May 1, 2024
/PRNewswire/ -- Mathis Wealth Management, a Phoenix financial planning and wealth
management firm, announced the acquisition of RH Wealth Advisors, a
Ventura, California–based
practice. "This acquisition is very important to us," said
Larry Mathis, CFP®, founder and CEO
of Mathis Wealth Management. "It extends our business footprint
into California and is an
important step in our strategic planning."
Launched in 2015, Mathis Wealth Management offers fiduciary
financial planning and wealth management services to clients
nationwide. "Our business model is founded on three basic
principles," Mathis said. "First of all is trust. Our clients
depend on us to fulfill our commitments, and they rely on our
integrity to help guide their financial decisions. Second, we
insist on transparency. We are committed to full disclosure in
every service we provide and every recommendation we make. Finally,
we believe in accountability. We are ultimately accountable to our
clients, but we are also accountable to our clients' other trusted
advisors, and we are accountable to each other as a team of
professionals. We believe that these three core commitments enable
us to provide the best possible outcomes for our clients, and we
look forward to bringing this same level of dedication to our work
with the Ventura clients."
Mathis indicated that the personal nature of the financial
advising and wealth management relationship makes continuity of
service a vital consideration. "Our clients depend on us to offer
the highest possible quality of service built around a thorough
understanding of each individual's needs. Because good financial
planning must look ten, twenty, or even more years into the future,
our clients need to be confident of our firm's ability to provide
that level of care for years to come. RH Wealth recognized this
need, and the acquisition assured its clients that their best
interests will continue to be well-served into the future." Too
often, Mathis said, advisors can fall into the trap of looking to
everyone else's future but their own. "It's like the cobbler whose
children go barefooted," he explained. "We realize that failure to
plan for our firm's future also equates to a failure to take care
of our clients' best interests."
Providing services for business owners, public safety
professionals, and others who need professional guidance for
investments, inheritances, and estate planning, Mathis Wealth
Management focuses on gaining the most thorough knowledge possible
about each client's individual situation and needs. "There is no
one-size-fits-all solution," Mathis said. "We tailor our
recommendations to the specific needs, goals, and priorities of
each client."
Larry Mathis is also the author
of "Mom Was Right: Family Tragedy to Financial Freedom—How a
Widowed Mother of Seven Retired Debt-Free." "My mom was probably
the greatest influence on my life in many ways, including my
financial philosophy," Mathis explained. "In the book, I lay out
the solid principles I learned from her—things like spending less
than you earn, measuring and managing your money, letting your
values dictate your planning—principles that continue to form the
backbone of my approach to financial advising and wealth
management."
About Mathis Wealth Management
Mathis Wealth Management is a financial planning, wealth
advising, and investment management firm that works with families,
couples, active retirees, and public safety professionals. The team
at Mathis is committed to providing proactive, values-based
financial planning and partnership, steering their clients through
all aspects of their financial journey. Led by the guiding
principles of trust, transparency, and accountability, the Mathis
advisors are in the business of life.
Securities offered through United Planners' Financial Services,
Member FINRA/SIPC. Advisory Services offered through Mathis Wealth
Management, a registered investment advisory firm not affiliated
with United Planners.
Contact:
Rachel Walters
PR Assistant
Beyond AUM
800-583-2315
376807@email4pr.com
https://beyondaum.com/
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SOURCE Mathis Wealth Management