How does the advisor help clients – Key Takeaways:
Stephen Mathias & Co., Inc. is a reputable financial firm that uses its expertise to offer personalized financial advice to clients. The firm has a team of qualified advisors who provide top-notch services to help clients meet their financial goals.
Facts and Insights:
Founded in 2001, Stephen Mathias & Co., Inc. has been providing financial services for over two decades. The firm’s advisors have a combined experience of over 50 years in the financial industry, making them well-equipped to handle various financial situations.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 20 years |
Financial Services Offered:
Stephen Mathias & Co., Inc. offers a wide range of financial services to cater to the diverse needs of its clients. These services include investment management, financial planning, retirement planning, estate planning, tax planning, and insurance planning.
Client Types:
The firm serves a diverse clientele, including individuals, families, business owners, and high net worth individuals. The advisors at Stephen Mathias & Co., Inc. understand that each client has unique financial goals and works closely with them to develop customized financial plans to help achieve those goals.
Fees & Compensation:
The firm’s compensation structure is based on a fee-only model, which means that the advisors are compensated solely by the fees paid by clients. This ensures that the advisors’ recommendations are not biased by commission-based products, and their main focus is on providing the best advice for their clients’ financial well-being.
Background:
The founder of Stephen Mathias & Co., Inc., Stephen Mathias, has been in the financial industry for over 30 years. He holds a Bachelor’s degree in Finance from a reputable university and is a Certified Financial Planner (CFP). He is also a member of various professional organizations in the financial industry, which speaks to his commitment to staying updated with the latest industry developments.
Financial Advisor Disclosures to Know:
As a financial expert, Stephen Mathias & Co., Inc. and its advisors are committed to upholding the highest ethical standards and complying with all regulatory requirements. The firm’s advisors are all registered with the Securities and Exchange Commission (SEC) or their respective state securities regulators. Clients can also access their advisors’ background and disciplinary history through the SEC’s Investment Adviser Public Disclosure (IAPD) website.