Mattern Wealth Management LLC

Mattern Wealth Management LLC (MWM) is a registered investment adviser founded in June 2019, with assets under management of approximately $533 million as of December 31, 2024. MWM offers fee-only advisory services, acting as a fiduciary to clients, managing assets on a discretionary basis. Services include investment and wealth management, financial planning, and consulting for individuals, high net worth individuals, trusts, businesses, and corporations. MWM collaborates with clients to establish investment objectives and risk profiles, developing tailored investment policies. The firm utilizes a mix of active and passive strategies, including investments in equities, debt securities, ETFs, and mutual funds, notably those offered by Dimensional Fund Advisors. MWM provides financial planning and consulting services on a fixed or hourly fee basis, with no minimum fee requirement. The firm does not engage in principal or agency cross securities transactions, and clients retain responsibility for voting proxies on their securities. MWM does not vote proxies on behalf of clients and does not have custody of client assets, which are held by qualified custodians. Clients receive regular account statements from custodians and may request additional reports from MWM.