Mathis Wealth Management has been servicing The Villages and its surrounding areas for a combined 30 years. George Mathis and John Ivory bring a wealth of experience and knowledge to their roles as financial advisors that enable them to help clients pursue their long-term financial goals.
Whether you are preparing for retirement, taking care of a family, or a business owner, meeting these goals takes careful planning. Through comprehensive, individualized financial planning our passion is to help you meet your financial goals. We get to know you, your family, passions, and desires, in order to offer you the personalized services, support and guidance that will help make a positive difference in your pursuit.
With collectively over three decades of experience, we are dedicated to creating an innovative, thoughtful financial strategy for each one of our clients. Through implementing a client-focused plan we ensure that the recommended program encompasses each client's financial goals, time frame, and risk tolerance. Our goal is to help you meet your goals. We take pride in striving to service our clients and our community with ethical and comprehensive advice.