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  • About Our Firm

    At Mattix Wealth Mangement, we are committed to our clients. Our process is devoted to building relationships. We focus on the details. We develop, design and implement unbiased and comprehensive financial planning strategies, creating successful retirement plan solutions, one family at a time.

    Our business philosophy is to continually strive for constant improvement in all aspects of our business. Dedication, collaboration, stewardship and continued growth through unparalleled client service: These are the pillars on which this organization will continue to build.

    Meet Brad Mattix

    Brad Mattix is an Investment Advisor Representative and the Managing Member of Mattix Wealth Management,LLC., a Registered Investment Advisory Firm.  He has also been active in the insurance business as a senior financial planner for over two decades. His passion for helping others grew when he first entered the health insurance industry in 1995 with a focus on small businesses and self-employed individuals. Now, Brad proudly serves individuals and their families in the Atlanta metropolitan area.

    An expert in financial planning, risk mitigation and retirement planning, Brad is a member of the National Ethics Association and Better Business Bureau, and has been featured in publications by CBS, ABC, FOX Business,the Wall Street Journal and others. He holds a life and health insurance license in Georgia and Kentucky as well as his Series 65 Uniform Investment Advisor Securities license.

     

    e Our Mission e 
    We are committed to our clients. Our process is devoted to building relationships. We focus on the details. We develop, design and implement unbiased and comprehensive financial planning strategies, creating successful retirement plan solutions, one family at a time.
    e Our Business Philosophy e
    We strive for constant improvement in all aspects of our business.  Dedication, collaboration, stewardship and continued growth through unparalleled client service.  These are the pillars on which this organization continues to build.
    e Our Vision e
    We nurture principled relationships.  The vision rests within our people who actively work to make the vision real.  We strive to be the best at what we do, both internally and externally, and we are constantly evolving to create superior client satisfaction and confidence.
    e Our Values e
    We believe in people. We value and recognize a work force of diverse professionals and that is the key to our success.
    We uphold the highest standards. By defining clear goals and rewarding initiative, we turn ideas into action and goals into reality.
    Clients are fundamental to our success. Working together to exceed their expectations is the basis for all that we do.
    Integrity is sacred. We respect each individual with fairness and open communication.  The Golden Rule is the heart of our company.
     
    Retire Well.

    To schedule a time to discuss your financial future and the possible role of insurance or investments in your financial strategy, contact us at service@mattixwealth.com or call us at 678-580-2643 today!

    We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit our client's needs and objectives.  
    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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    Resources
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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