CoverProfile

David Mattern

Principal & Founder

Mattern Wealth Management

United States, Kansas, Lawrence

About Me

Dave is the Founder and Principal of Mattern Wealth Management. Over the past 28 years he has served the financial planning needs of families while developing strategic solutions driven by client goals. He takes pride in helping clients navigate the ever-changing landscape of the financial markets. Before launching Mattern Wealth Management, he was a Managing Director and Senior Private Investment Management Portfolio Manager for Wells Fargo Advisors where he also served as the Branch Manager. Dave earned a bachelor’s degree in Business Administration, with concentrations in Finance and Computer Science, from Dickinson State University – North Dakota.

Profile Information

Principal & Founder

Mattern Wealth Management

Investment Team,Operations Team

Investor

RIA/Wealth Manager/Asset Manager

Lawrence

Kansas

United States

Aug 20, 2025

Work Experience

Mattern Wealth Management

Principal & Founder
Oct 2019 - Present
Email: david.mattern@matternwealth.com

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