About Our Firm

Our Mission

At Mathas Financial Group, LLC, we are dedicated to providing premier estate, business, retirement, and insurance planning solutions to executives, medical professionals, retirees, business owners, and families. Our commitment lies in truly understanding each client's unique circumstances by actively listening, collaborating, and meticulously analyzing their financial landscape. We prioritize building enduring relationships with our clients, their advisors, and other professionals, fostering trust and delivering tailored solutions. With a focus on technical excellence, unparalleled service, and inter-generational trust building, we strive to exceed client expectations and provide concierge style support. Our mission is to empower our clients to achieve their financial goals with confidence and peace of mind.

Company Strengths

Mathas Financial Group is dedicated to:

• Cultivating and nurturing client relationships.
• Conducting comprehensive meetings with clients and advisors.
• Establishing strong connections with attorneys, accountants, and other financial advisors.
• Facilitating the underwriting of intricate insurance and financial contracts.
• Ongoing client engagement through regular face-to-face and virtual reviews.
• Providing concierge level client service.
• Networking with professionals across various disciplines.

Client Profile

Our clients prioritize estate tax and income tax reduction, executive benefits coordination, and business continuity strategies for themselves and their families. They highly value the expertise of professionals in law, accounting, and financial services, and seek to collaborate with trusted advisors to achieve their financial objectives. We encourage our clients to seek personalized advice from their own tax, legal, and accounting advisors, ensuring comprehensive and tailored solutions to meet their needs.