Edward Jones - Financial Advisor: Brian Mathis, CFP®|CKA®

Services Offered

• Retirement planning
• Education savings strategies
• Investment management

About

Brian Mathis is a Certified Financial Planner (CFP®) based in Fort Mill, South Carolina, providing financial planning and investment guidance to local clients. He specializes in retirement planning, education savings strategies, and tax-smart investment management. At Edward Jones, Brian emphasizes the importance of face-to-face conversations to understand and meet his clients' financial goals. He serves individuals and families looking to build long-term wealth and prepare for significant life events.

Reviews

Location

Business Information