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Free Retirement Kit

Request our Retirement Kit that addresses several topics you should consider when planning your retirement

    We develop and design comprehensive financial planning strategies, creating personalized retirement plan solutions, one family at a time.

    Since 1995, Mattix Wealth Management has been working with friends and neighbors to help meet their financial goals through the use of insurance and investment products. We are a financial services firm rooted in the community and have developed our business by creating close, personal relationships with our clients in the metro Atlanta area. When you have financial concerns, we want to help you address them.

    Market fluctuations and economic uncertainty can present challenges for your financial strategy and it may take more than just market performance to provide you the confidence you deserve for your financial future. That’s why we are committed to earning your trust, thoroughly understanding your goals and dreams, and helping you feel confident in your financial strategies.

    With Mattix Wealth Management, helping you meet your financial needs is our first priority. It’s our responsibility to evaluate and assess your financial situation and only make suitable recommendations, and we do so with integrity and transparency. Our experienced professionals are not just knowledgeable about finances, we also understand the importance of priorities, family and confidence in your financial future.

    Contact us at or call us at (678) 580-2643 to schedule a time to discuss your financial situation and the potential role of insurance or investments in your financial strategy.

    Retire Well.

    As Featured On

    Brad Mattix

    Brad Mattix is an investment advisor that has also been active in the insurance business as a senior financial planner for the past two decades. An expert in financial planning, risk mitigation and retirement planning, Brad is a member of the National Ethics Association and Better Business Bureau.
    learn more about Brad
    Our Services
    » Retirement Income Strategies
    » Wealth Accumulation
    » Annuities
    » Asset Protection
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    *These Services Are Referred To Other Professionals

    **Guarantees Are Backed By The Financial Strength And Claims-Paying Ability Of The Issuing Company And May Be Subject To Restrictions, Limitations Or Early Withdrawal Fees. Annuities Are Not FDIC Insured. Your Investment Advisor Is Not Permitted To Offer, And No Statement Contained Herein Shall Constitute, Tax Or Legal Advice. You Should Consult A Tax Or Legal Professional On Any Such Matters.

    *Guarantees provided by insurance products are backed by the claims-paying ability of the issuing carrier