Company

Steve Mathias has been assisting individuals, professionals, and business owners for over 30 years in all areas of personal financial planning, investment advisory services and tax planning, including risk management, investment planning, retirement planning, estate planning, asset management, tax preparation and business succession.  We are a privately owned financial planning and investment advisory firm.  Our independence mandates that we do not have specific production requirements or limited to only a proprietary products selection.

Stephen Mathias & Co. Inc., is client-centered practice built by working together with clients to determine their needs and providing a personal financial planning foundation that responds to their particular situation.  The planning process is flexible to adjust to changes that affect their lives in the future and the lives of their family members.

We have a substantial client base of long-term relationships with individuals who rely upon us to assist with their financial decisions that have a direct or indirect impact on their financial well-being.  We provide our clients with a personal touch and understanding you expect from a professional investment advisor.  Stephen Mathias is in the business of building long term, solid relationships based upon trust and confidence.  Our objective is to offer appropriate recommendations to provide a comfortable level of financial independent consistent with our client’s immediate and long-term goals.

If you would like to schedule an introductory meeting, please call (314)-878-6346 or email us.  There are no charges for this introductory meeting.  It is a time for us to get to know each other and determine if there is basis for a working relationship.  We ask that you complete some paperwork in advance in order to make this appointment as productive as possible.  We can mail this information to you either electronically or by regular mail.