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Why Us?

Why Choose Matheny Advisory Group for Help Securing Your Retirement?

I've been a student of investing for more than 20 years. I've had the privilege of participating in more than 2,500 interviews with people 55 years old and older. Your generation has taught me a lot. I've been able to learn from your mistakes, as well as your achievements. With my experience, I have gained an understanding of the needs and concerns of people in retirement and pre-retirement, including:

  • Growing and preserving your money.
  • Generating an income that lasts as long as you do.
  • Transferring your assets to the next generation as effectively as possible.
  • Protecting against any major catastrophes, whether that be in the stock market or with your health.

All, or some, of these issues come in to play for your age group when deciding what to do with your retirement finances. Your parents probably retired with a gold watch and pension plan, but your generation is different. Today, people work with 10 or more companies in their lifetime. They have a 401k that they need to take possession of, but are unsure of what to do with it. You only have one shot at getting it right.

So Why Choose Matheny Advisory Group?

There is a reason we are "leading by example." We own the products we talk about, our families have them and our entire client base. We focus and specialize in this area, and we're not trying to be all things to all people, we have a focused approach on the major issues. Set up a visit to learn more about what we can offer you.

A Little Bit About Our History and Credibility

We have been located in Northeast, Ohio for more than 10 years. We service the entire area. Matheny Advisory Group can offer you a product that you may have never heard of, or that you may have pre-conceived opinions about. Come in to our office, sit down with us, and let us tell you the truth about a product that will change your life, and your retirement plans. Go ahead, what are you waiting for? Visit with us. We're looking forward to meeting with you.

Matheny Advisory Group provides financial planning and advising services in their offices in Mentor, Ohio.   Matheny Advisory Group also represents their clients throughout Ohio including Cleveland, Akron, Youngstown, Euclid, Parma, Painesville, Concord, Chardon, Willoughby, Highland Heights, Mayfield, Avon, Westlake, Lakewood, Solon, Hudson and the counties of Lake, Geauga, Cuyahoga and Ashtabula. In Florida throughout Fort Myers, Bonita Springs, Naples, Port Charlotte, North Port, Tampa, Clearwater, Orlando, Miami, Fort Lauderdale, West Palm Beach and the counties of Lee, Collier, Dade, Broward, Hillsborough, Pinellas, and Orange.

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