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We built our reputation on integrity and trust, because doing what's right for you is right for us.

Clients First. Always.

Welcome to Mattern Wealth Management where clients come first - always. Based in Lawrence, Kansas, Mattern Wealth Management is an independently owned and operated, SEC registered investment advisor dedicated to the fiduciary standard. This means we must always act in our clients’ best interest.

While we are competent professionals who put our client first – always - we are much more than that. Everyone connected to Mattern Wealth Management understands that we build our reputation on integrity, trust and accountability.

At Mattern Wealth, we hold tight to our Midwest values, keeping the foundational principles of Friends, Family, Health and Wealth close in our hearts and minds. Our mission is to build a deep, lasting relationship and handle all of the details of managing your financial life (wealth), so you can focus on your friends, family and health.

We want you to enjoy a sense of freedom, comfort and confidence, relying on us to handle the wealth management strategy and financial planning details so you can live the life you want –  without the burdens that can come with managing the family fortune. No matter how much money you’ve saved and accumulated over the years, this is the nest egg you’ve worked so hard to build and secure. We take our responsibilities to you seriously and will treat you as if you are a family member or special friend.

No matter where you are on your journey, we can guide you to financial independence. Our goal is to help you reach a level of financial security that will enable you to achieve your objectives and create a legacy for your family for years to come. Using solutions tailored to your specific needs, we will strive to help you move from a life of success to a life of significance.

Bringing Midwest values and a strong
work ethic to everything we do.

Our Team

David Mattern Photo

David Mattern

Principal & Founder
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David Mattern
Principal & Founder

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 has been recognized by Forbes, Inc. among its Best-In-State Wealth Advisors in Kansas in 2019, and has been recognized as a Kansas City FIVE STAR Wealth Manager - 5 times.  He has also served as an instructor of continuing professional education (CPE) for Certified Public Accountants (CPAs.)

Dave earned a bachelor’s degree in Business Administration, with concentrations in Finance and Computer Science, from Dickinson State University – North Dakota.

David and his wife, Mary, are active in their community and the lives of their 3 children – Stephanie, Marcus and Alexis.  Mary is the Principal of Corpus Christi Catholic School.

Mattern Wealth Management is an SEC-registered adviser. The Best-In-State Wealth Advisor award is granted by Forbes and spotlights over 3,000 advisors who were nominated by their firms, then researched, interviewed and assigned a ranking within their respective states.
Third party rankings and recognition from ratings services are no guarantee of future investment success. Working with a highly rated adviser does not ensure that a client or prospective client will experience a higher level of performance or results. Ratings should not be considered an endorsement of the advisor by any client nor are they representative of any one client's evaluation. Please also read a more thorough disclosure and additional information about the criteria used in making these rankings.

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Kyle Cross, CFP® Photo

Kyle Cross, CFP®

Financial Advisor
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Kyle Cross, CFP®
Financial Advisor

Kyle Cross, CFP®, joined David Mattern’s team in 2012 to pursue his professional passion – helping people achieve their goals through wealth and investment management. He believes happiness isn’t an endpoint; rather it’s embedded in life’s journey. Kyle encourages clients to start with a sound financial plan, diversify their investments, and maintain a calm, disciplined perspective.

Kyle earned a Bachelor of Science in finance from the University of Kansas. In 2015, he completed the requirements to become a CERTIFIED FINANCIAL PLANNER™ professional.The CFP® certification mark identifies professionals who have met the high standards of competency and ethics established and enforced by the CFP board.

Kyle was born and raised in Lawrence, Kansas and is happy to still call it home today. When out of the office, he enjoys spending time with his wife, Stephanie, sons Connor and Nolan and their two dogs. You can often find Kyle on a family trip to the local farmers market in downtown Lawrence, or rooting on the Jayhawks.

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Marcus Mattern Photo

Marcus Mattern

Financial Advisor
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Marcus Mattern
Financial Advisor

Marcus began his career with Wells Fargo Advisors in Lawrence and in Mission Woods. At Mattern Wealth Management, he is the point person for daily account service needs, implementing account transfers and handling all money movement. Additionally, Marcus supports David and Kyle to ensure client requests are completed accurately and efficiently. One of his most valuable assets is the calm approach he brings to servicing clients.

Marcus graduated from the University of Kansas with a Bachelor’s degree in history, with a minor in business. When not working, Marcus enjoys spending time with family and friends, playing recreational sports, and golfing. An avid sports fan, he loves cheering on the Jayhawks, KC Sporting, Royals, and the Chiefs.

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Our comprehensive approach
centers on you.

Our Approach

We know that concerns about your financial situation can easily develop into stress without a trusted advisor who can help develop the right plan for you – and help you stay committed to the plan even when market “noise” might tempt and lead you astray. That’s why we see ourselves as partners on your path to financial independence, helping you create a future that includes not only financial security as you live out your life – the way you want to live it – but also planning for your legacy.

Common “middle-of-the-night concerns” are:  

  • Will I run out of money?
  • Do I have enough to retire – and stay retired?
  • What if there’s a recession?
  • What will my retirement look like?
  • What will my legacy be when I’m gone?

When clients raise these questions, we always go back to the plan, where we can discuss scenarios and probabilities that take various events into consideration and we can help them regain peace of mind.

Here's what we’d like you to know about us and what we do:

  • Beholden only to you
  • Referred by many CPAs
  • Laser-focused on the financial details so you don’t have to
  • Concerned about your comfort and overall well-being
  • Will provide routine temperature checks – yours AND the economy
  • Will add value through tax minimization (tax alpha)
  • Will provide a time-tested investment process
  • Our goal is to bolster your confidence in your retirement plan and to empower you to live your dreams through a planning process that supports your success

We look forward to hearing from you.

Contact Us

Mattern Wealth Management LLC, provides comprehensive financial planning and investment management services to individuals, families and small business owners in Lawrence, Kansas – and beyond.

We never accept third-party commissions, which means we never accept third-party compensation nor are there ever any incentives to sell products to our clients. We put our clients first – always – and bring our hard-work mentality and Midwestern values to everything we do.

Contact us for a confidential, exploratory conversation to see how we can help you work toward the realization of your financial goals and most important life dreams.

Mattern Wealth Management LLC

1811 Wakarusa Drive, Suite 103
Lawrence, KS 66047

Email: info@matternwealth.com