Location and Address

7210 N 16th St, Phoenix, AZ 85020

SIMPLICITY DEFINED

Life is Complicated. Your Financial Wellness Doesn't Have to Be.

Using proven research and experience, we tailor strategies to help you meet your most important goals. Tell us where you want to go; we’ll show you how to get there. It’s just that simple.

SIMPLICITY DEFINED

Life is Complicated. Your Financial Wellness Doesn't Have to Be.

Using proven research and experience, we tailor strategies to help you meet your most important goals. Tell us where you want to go; we’ll show you how to get there. It’s just that simple.

Larry Mathis

The Mathis Promise

Our team is committed to what’s most important to you and to inspiring our clients to make smart financial decisions through pro-active values-based financial planning.

Integrity doesn’t make us immune from mistakes, or from having differences of opinion with other professionals or even clients, but our integrity will not allow us to put our gain above the best interests of our clients. You, our client, always come first.

Larry Mathis, CFP® AIF®

Founder and CEO
Our Clients

How Can We Help?

Mathis Wealth Management works with families and couples, active retirees, and public safety professionals who value our advanced planning knowledge and commitment to customized service and attention.

This can help our clients to feel more confident and less anxious about their ability to thrive now and well into the future.

Our Clients

How Can We Help?

Mathis Wealth Management works with families and couples, active retirees, and public safety professionals who value our advanced planning knowledge and commitment to customized service and attention.

This can help our clients to feel more confident and less anxious about their ability to thrive now and well into the future.

Active Retirees

You’re enjoying the success you earned during your career. Your financial plan should provide the security and independence you need to spend your time the way you want.

Families & Couples

Your family is the most important thing in the world. You deserve financial advice that is specially designed for the people you love the most.

Public Safety Professionals

You’ve given your life to protecting others. You need a financial advisor who understands what it’s like to be on the front line, who is as committed to your financial success as you are to keeping others safe.

Why Choose Mathis?

Mathis Wealth Management logo
People matter, and what matters most to them is made possible by wise investments that grow over time. We take the reins so you can enjoy the ride.

Our Promise

YOU will always come first.

Communication

We are committed to full disclosure and expect the same from you.

Accountability

You put your trust in us. We take that seriously.

Proactive Planning

We don't wait for things to happen. We look for opportunities to add value.

Partnership

Being your guide is one thing. Being invested as a partner is something else.

Understanding

At Mathis Wealth, we see beyond the numbers and focus on your life's goals.

Why Choose Mathis?

People matter, and what matters most to them is made possible by wise investments that grow over time. We take the reins so you can enjoy the ride.

Our Promise

YOU will always come first.

Communication

We are committed to full disclosure and expect the same from you.

Accountability

You put your trust in us. We take that seriously.

Proactive Planning

We don't wait for things to happen. We look for opportunities to add value.

Partnership

Being your guide is one thing. Being invested as a partner is something else.

Understanding

At Mathis Wealth, we see beyond the numbers and focus on your life's goals.

WHy Us?
ALIGNED WITH YOUR GOALS


Our Services

Retirement planning

financial planning

Whether you are building wealth, enjoying life, or looking to retire, we can help.

Learn more →

Tax Planning

Tax Planning

Keep more of what your investments earn with our tax-efficient management.

Learn more →

Retirement Planning

Retirement Planning

We can help you spend less time managing and more time enjoying your retirement.

Learn more →

Estate planning

Estate Planning

If you’re seeking to secure the wellbeing of the next generation, we can help.

Learn more →

Investment Management

Investment Management

Our world-class research and advising helps take the guesswork out of investing.

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Insurance

We help you manage risk and protect the future for you and your loved ones.

Learn more →

Latest Articles and News
NEWS

From Our Blog

grandparent with grandkid

Anyone who has ever flown commercially has heard the instruction: “In the event of a sudden fall in

Retired couple who need more than a will.

The prosperous couple—we’ll call them Bill and Mary, though those aren’t their real names—thought they had done everything

Firefighter gear

By Phil Adams, Mathis Wealth Investment Advisor Representative Sometimes, people I meet during my work as a financial

Wealth navigated

Saddle Up. Life Can't Be Controlled, But It Can Be a Graceful Ride.

At Mathis Wealth Management, we know that life doesn’t always offer clearly marked trails. Our professional financial advisors understand that plans must evolve as circumstances change, especially when the unexpected happens. Our extensive research and expertise equip us to ride the trail with you as knowledgeable guides and committed traveling companions.
Wealth navigated

Saddle Up. Life Can't Be Controlled But Can be Ridden with Grace.

At Mathis Wealth Management, we know that life doesn’t always offer clearly marked trails. Our professional financial advisors understand that plans must evolve as circumstances change, especially when the unexpected happens. Our extensive research and expertise equip us to ride the trail with you as knowledgeable guides and committed traveling companions.

Talk to our team

Meet Cameron Mathis

Cameron received his BBA in Finance from Northern Arizona University, where he also completed the certification program in Investments. 

As a licensed Accident, Health, and Life Insurance agent, Cameron serves our clients as an Insurance Specialist while also working toward the credentials necessary to become an Investment Advisor Representative. 

Best of all, Cameron shares our rock-solid commitment to placing the best interests of our clients ahead of every other consideration. 

Meet Paula Adams

A licensed Life and Health Insurance Agent, Paula also works alongside her husband, Phil Adams, helping in an administrative capacity with his clients.  

Honesty and integrity are her most highly esteemed values and she hopes to impart them to all Mathis Wealth clients. Her main goal is for each client to truly feel valued and respected.

Paula has been happily married to Phil for 33 years and together they have three children—Austin, Nate and Nicole.  She loves her dogs, Bo and Bella, and enjoys working out, reading, hiking, camping and spending any time she can with her family and friends.

Paula Adams Headshot

Meet Vickie Gray

Vickie brings a wealth of experience in business to Mathis Wealth Management.

At Mathis Wealth, Vickie schedules Larry’s appointments and processes accounts forms and other paperwork.

While she grew up in Florida, she moved from New York to Arizona with her husband of 30 years, Gary. They currently have two dogs, Jasper and Yogi, as well as one grown daughter. Vickie’s leisure activities include target shooting, reading and jewelry making.

Vickie Gray

Meet Jennifer Panicker

Jennifer’s role is to help make sure everything goes smoothly for our clients.

Jennifer graduated summa cum laude from the University of Wisconsin – Whitewater, with a Bachelor of Business Administration with an emphasis in International Business and a minor in economics.

A native of Wisconsin, Jennifer spent many years in the Chicago suburbs before moving to Arizona. She appreciates no longer having to deal with snow and cold. Her leisure activities include spending time with her husband, Biju, and walking their dog, Petey.

Jennifer Panicker

Meet Phil Adams

Phil joined Mathis Wealth Management in 2016, after a successful career as a firefighter.

Most of his career he spent at downtown stations as part of the high-rise team. The last 5 years, he headed up the high-rise task force in the Special Hazards Unit.  Phil has made it his business to understand the ins and outs of the public safety retirement system. He strongly believes that helping firefighters prepare for retirement and guiding them through the city’s sometimes complicated retirement process is his true calling. Phil enjoys teaching and coaching members on how best to take advantage of the excellent benefits provided by the Phoenix Fire Department. 

Phil also has over 20 years of experience in business; he was the CEO and President of Stoneridge Construction for 15 years and CEO and President of Stoneridge Development for over 19 years. He was a founding board member and served as president of the Phoenix Metro Public Safety Football Club, which was the 501(c)(3) non-profit organization behind the football team for Phoenix Fire and Police, the Thunder. That football team won multiple national titles and gave thousands of dollars to charity. He even found the time to coach high school football for 20+ years. The skills he learned from business and coaching are directly applied to the retirement planning, business consulting, and wealth management that he does with his clients.

Phil married his high school sweetheart, Paula, while they were at Northern Arizona University and they have been married for 33 years. They have three adult children, Austin, Nate, and Nicole, and two dogs, Bo and Bella.

Phil is a voracious reader, a huge football fan, and loves to travel, fish, and hike.

CERTIFICATION OR AWARD
CERTIFICATION OR AWARD
Phil Adams

Meet Larry mathis

Larry is the author of Mom Was Right: Family Tragedy to Financial Freedom—How a Widowed Mother of Seven Retired Debt-Free. He has spoken for numerous organizations, including the Third Annual Invest in Women Conference, the American Association of Orthodontists, and the Arizona School of Dentistry and Oral Health at A. T. Still University.

Larry founded Mathis Wealth Management intent upon providing retirees and pre-retirees with comprehensive financial services based on each client’s unique hopes, needs and values. His comprehensive approach enables him to customize strategies for all aspects of a client’s financial life and weave the strategies into an integrated plan so all aspects work together efficiently.

A financial professional since 1987, Larry has the kind of in-depth knowledge that comes from over 30 years of experience. His credentials include a Bachelor of Science in AgriBusiness from Arizona State University and the elite designation of CERTIFIED FINANCIAL PLANNER™ professional (CFP®), which trained him to help clients with virtually all of their financial needs. As an Accredited Investment Fiduciary (AIF®), he has a fiduciary responsibility to work strictly in his clients’ best interests.

Larry is a native of Phoenix, and has served the community on the boards of various charitable and religious organizations. He coached youth sports for many years and is still a certified Little League umpire, having officiated in Cooperstown, New York: home of the National Baseball Hall of Fame. He and his wife, Rhonda, have been married for 35 years and have three sons. His leisure activities include hunting, fishing, and singing, and he especially loves horses and riding.

CERTIFIED FINANCIAL PLANNER®
Accredited Investment Fiduciary®