More Than Money

You’ve worked hard for your financial success and you should be able to enjoy it. But wealth brings complexity and managing it can be challenging and stressful. Having a trusted advisor who knows you well and has the experience and expertise to address your needs can be a game changer.

At Mattern Capital Management, a fee-only, SEC registered investment adviser, we focus on controlling risk, minimizing taxes and reducing investment expenses, while coordinating income tax, estate planning, and often times, charitable planning. Essentially, we shoulder the burdens that come with managing your financial life – and leave you to enjoy the benefits.

Let us be your game changer.


Your Story Matters

Imagine a wealth advisory firm where your life story truly matters.

Mattern Capital Management's professionals offer broad expertise in wealth management and advisory services. While our experience is both deep and wide, we focus on understanding your needs on a personal level. Here, there are no facades. We’re ready to collaborate on your success and we have the knowledge and experience to help get you there.

Welcome to Mattern Capital Management. Let’s talk.