Dakota
Dakota
Book a Demo
Talk to an Expert

Mattern Wealth Management

EST. AUM
$579,025,968

CONTACTS
3

CLIENT ACCOUNTS
1,412

Firm Details

Metro area Kansas City
CRD Number 304520
Website matternwealth.com
Client types

Overview

Mattern Wealth Management is a fee-only SEC Registered Investment Advisor based in Lawrence, Kansas. They specialize in personalized financial planning, investment management, tax strategies, trust and estate planning, and risk management. Their approach emphasizes collaboration, working with clients to enhance financial freedom rather than dictating plans. With a fiduciary commitment to act in clients' best interests, they focus on providing tailored solutions without product commissions or account size minimums, prioritizing complex financial needs and relationships.

Platform Details

Investment Preferences

Alternative Activity

Address

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

Products & Services

Resources

Podcasts

Events

Company

© Dakota 2026 | Terms of Use | Privacy Policy