About STARR-MATHEWS FINANCIAL, LLC
STARR-MATHEWS FINANCIAL, LLC is a financial advisory firm that offers comprehensive wealth management services to clients. With a team of experienced and knowledgeable financial advisors, the firm is dedicated to helping individuals and families achieve their financial goals through personalized and strategic planning.
How Does the Advisor Help Clients – Key Takeaways:
- Provides personalized and strategic financial planning
- Offers a wide range of financial services
- Fosters long-term relationships with clients
Facts and Insights
STARR-MATHEWS FINANCIAL, LLC has assets under management of over $500 million and is backed by a team of 15 experienced financial advisors. The firm has been in business since 2005 and has helped numerous clients achieve their financial goals.
| Assets Under Management | $500 million+ |
| Number of Advisors | 15 |
| Time in Business | Since 2005 |
Financial Services Offered
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
Client Types
STARR-MATHEWS FINANCIAL, LLC caters to a diverse clientele, including high-net-worth individuals, families, and small business owners. The firm believes in tailoring its services to meet the unique needs and objectives of each client, regardless of their financial situation.
Fees & Compensation
The firm’s fees and compensation structure is based on a percentage of assets under management. This aligns the firm’s interests with those of its clients as their success directly translates to the firm’s success. The firm also offers a range of fee-only financial planning services to ensure transparency and eliminate any conflicts of interest.
Background
STARR-MATHEWS FINANCIAL, LLC was founded by John Starr and Samantha Mathews with the goal of providing top-notch financial services and helping clients achieve financial security. Both Starr and Mathews have extensive experience in the financial industry and have a strong track record of successful financial management for their clients.
Financial Advisor Disclosures to Know
As a registered investment advisory firm, STARR-MATHEWS FINANCIAL, LLC is committed to maintaining full transparency with its clients. The firm’s advisors have a fiduciary duty to act in the best interests of their clients at all times and must disclose any potential conflicts of interest. Additionally, the firm is required to disclose any disciplinary actions or conflicts of interest on its Form ADV, which can be found on the SEC’s website.