Mattern Capital Management, LLC

EST. AUM
$1,073,680,572

CONTACTS
4

CLIENT ACCOUNTS
1,244

Firm Details

Metro area Denver
CRD Number 299342
Website matterncapital.com
Client types

Overview

Mattern Capital Management is an independent, fee-only registered investment advisory firm specializing in providing comprehensive wealth management services to individuals and families. Their consultative approach prioritizes understanding clients' needs, concerns, and objectives through attentive listening and learning. By leveraging a network of trusted professionals across various disciplines, they tailor planning strategies to align with clients' financial goals seamlessly. Their affluent clientele values the collaborative efforts with tax, legal, and other advisors to ensure holistic alignment of their financial affairs. Unlike traditional financial planning, their comprehensive wealth management approach goes beyond basic services, addressing the nuanced needs of clients with higher asset levels. Emphasizing ongoing attention and accountability, it's a continuous process rather than a one-time event.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Mattern Capital Management, LLC

Platform Details

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