Location and Address

7210 N 16th St, Phoenix, AZ 85020

How We Work

At Mathis Wealth Management, we work to get you where you want to be while never losing sight of our guiding values.

Our Fiduciary Standard

We are professionally and ethically obligated to place the client’s best interest first in all things. What benefits our clients the most is always the top priority at Mathis Wealth Management.

What That Means for Our Clients

Our clients can rely on our guidance and management, knowing our recommendations and actions will always be based on what is in their best interest, above everything else.

VALUES YOU CAN TRUST

Our Guiding Values

At Mathis Wealth Management, everything we do is built on the foundation of our guiding values. From the advice we provide to the way we communicate with clients, three qualities inform every move we make and every word we speak.
VALUES YOU CAN TRUST

Our Guiding Values

At Mathis Wealth Management, everything we do is built on the foundation of our guiding values. From the advice we provide to the way we communicate with clients, three qualities inform every move we make and every word we speak.

Our Fiduciary Standard

We are professionally and ethically obligated to place the client’s best interest first in all things, even if that means our own interests are harmed in the process.

What That Means for Our Clients

Our clients may rely on our guidance and management, knowing that we must refrain from any recommendation or action that does not benefit the client, first and foremost.

WHERE YOU WANT TO BE

Our Process

At Mathis Wealth Management, everything begins and ends with understanding. We start by gaining a thorough knowledge of your financial situation, your future plans, and most important of all, the goals and priorities that are most meaningful to you. Once this foundation is established, we work with you to formulate a plan and strategy for moving from where you are presently to where you want to be—whether that means planning for a secure retirement, sending kids to college, or any other important financial goal. Finally, once your plan is established, we meet with you regularly to assess progress, answer questions, or make any needed adjustments.

Step 1:
Learning About You

We meet with you to discuss your current financial situation, your plans for the future, and especially the goals and priorities that are most important to you. Once we have a thorough understanding of your circumstances, we formulate a plan designed uniquely for you.

Step 2:
The Blueprint Meeting

When we have developed the financial strategy that is right for you, we will meet with you to discuss every aspect of the plan and answer any questions you may have.

Step 3:
Launching the Plan

We commit to serving you for the long haul, and we ask you to make a similar commitment to the financial and planning strategies we have developed for you. We will also facilitate your access to all our online and other resources so that you can easily track your progress and keep in touch.

Step 4:
Regular Checkups

This carefully scheduled series of follow-up meetings ensures that we stay abreast of your changing circumstances and keep you informed on the markets, economic conditions, and other developments that could affect your long-term planning and investing needs. By committing to you for the long haul, Mathis Wealth Management can make sure that we continue to provide excellent, responsive service for you and your loved ones.

Step 1:
Learning About You

We meet with you to discuss your current financial situation, your plans for the future, and especially the goals and priorities that are most important to you. Once we have a thorough understanding of your circumstances, we formulate a plan designed uniquely for you.

Step 2:
The Blueprint Meeting

When we have developed the financial strategy that is right for you, we will meet with you to discuss every aspect of the plan and answer any questions you may have.

Step 3:
Launching the Plan

We commit to serving you for the long haul, and we ask you to make a similar commitment to the financial and planning strategies we have developed for you. We will also facilitate your access to all our online and other resources so that you can easily track your progress and keep in touch.

Step 4:
Regular Checkups

This carefully scheduled series of follow-up meetings ensures that we stay abreast of your changing circumstances and keep you informed on the markets, economic conditions, and other developments that could affect your long-term planning and investing needs. By committing to you for the long haul, Mathis Wealth Management can make sure that we continue to provide excellent, responsive service for you and your loved ones.

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private, free, secure

Getting Started
is easy

Our team has developed and refined a process that adapts as you move through the stages of life. It all starts with getting to know you and what is most important in your life. 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.

The easiest way to begin is to simply give us a call today at 602-393-0501 or 800-817-9406 and schedule a complimentary consultation. Or click “get started” below to start the process.

STEP-BY-STEP

Getting Started is easy

gallery1-1.jpg

Our team has developed and refined a process that adapts as you move through the stages of life. It all starts with getting to know you and what is most important in your life. 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.

The easiest way to begin is to simply give us a call today at 602-393-0501 or 800-817-9406 and schedule a complimentary consultation. Or click “get started” below to start the process.

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®