portrait of Brian Mathis
FINANCIAL ADVISOR

Brian Mathis

CFP®
CallSend Me a Message

Focus Areas

  • Charitable Giving
  • Estate & Legacy Strategies
  • Insurance & Annuities
  • Retirement Income Strategies
  • Wealth Strategies
  • Retirement Savings Strategies

Certifications

  • CFP®

    Certified Financial Planner™

Personal Interests

  • Community Outreach
  • Golfing
  • Personal Fitness
  • Traveling
  • Spending Time with Family

Team Members

  • Lisa Bright
    Sr. Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon By Appointment Only
Tue By Appointment Only
Wed By Appointment Only
Thu By Appointment Only
Fri By Appointment Only
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(803) 548-1993

Fax

(877) 413-9078

Office Address

1515 Onyx Ridge Ste 104
Fort Mill, SC 29708opens in a new window

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