Location and Address

7210 N 16th St, Phoenix, AZ 85020

About Us

Everything we do is guided by our foundational principles — trust, transparency, and accountability.
EXCEEDING EXPECTATIONS

The Mathis Story

Since 1987, our experienced and responsive team has been inspiring clients to make smart financial decisions through proactive, values-based financial planning, while striving to provide service that exceeds our clients’ expectations. With the guiding principles of trust, transparency, and accountability, we believe that we are not really in the “business of money”; we’re in the business of life.

The people of Mathis Wealth Management care most about one thing: your financial welfare.

Mathis Wealth Management
EXCEEDING EXPECTATIONS

The Mathis Story

Mathis Wealth Management Team

Since 1987, our experienced and responsive team has been inspiring clients to make smart financial decisions through proactive, values-based financial planning, while striving to provide service that exceeds our clients’ expectations. With the guiding principles of trust, transparency, and accountability, we believe that we are not really in the “business of money”; we’re in the business of life.

Mathis Wealth - How We Operate
ETHICALLY AND PROFESSIONALLY BOUND

How We operate

Mathis Wealth Management is a financial planning, wealth advising, and investment management firm. We are compensated for advising our clients and managing their investments, and any fees and costs to our clients are clearly disclosed in advance. We are ethically and professionally bound to avoid conflicts of interest in the advice and service we provide, and should such conflicts of interest exist, we must disclose them in writing, prior to embarking on any course of action on a client’s behalf.

ETHICALLY AND PROFESSIONALLY BOUND

How We Operate

Mathis Wealth - How We Operate

Mathis Wealth Management is a financial planning, wealth advising, and investment management firm. We are compensated for advising our clients and managing their investments, and any fees and costs to our clients are clearly disclosed in advance. We are ethically and professionally bound to avoid conflicts of interest in the advice and service we provide, and should such conflicts of interest exist, we must disclose them in writing, prior to embarking on any course of action on a client’s behalf.

A team you can trust

Serving our Clients with Trust, Transparency, and Accountability

A team you can trust

Serving our Clients with Trust, Transparency, and Accountability

Our Areas of Expertise

Mathis Wealth Management logo
Our team is committed to providing customized solutions designed to simplify the many complex financial decisions you will face during your lifetime.

Comprehensive Financial Planning

Retirement Planning

Tax Planning

Investment Management

Estate Planning

Insurance

Our Areas of Expertise

Mathis Wealth Management logo
Our team is committed to providing customized solutions designed to simplify the many complex financial decisions you will face during your lifetime.

Comprehensive Financial Planning

Retirement Planning

Tax Planning

Investment Management

Estate Planning

Insurance

PRIVATE, FREE, SECURE

getting started
is easy

Our interactive tool makes getting started easy by taking you through a simple step-by-step process. The result provides you with a one-page “asset map” that gives you an overview of your current financial condition. It’s private, free, and entirely secure.
Mathis Wealth Management - About Us meeting
PRIVATE, FREE, SECURE

getting started is easy

Mathis Wealth Management - About Us meeting
Our interactive tool makes getting started easy by taking you through a simple step-by-step process. The result provides you with a one-page “asset map” that gives you an overview of your current financial condition. It’s private, free, and entirely secure.

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®