About Us

Mattingly Wealth Advisors, LLC (the “Firm”) was founded in January 2022 by Scott Mattingly with the vision of establishing a Firm that could provide clients with a unique comprehensive financial planning experience. As a CFP and CPA, Scott recognizes the importance that taxes play as part of a sound comprehensive financial plan. As a result, the Firm’s approach to financial planning is unique in the sense that it incorporates the tax and tax planning advice that many other financial advisors cannot provide.

The Firm is a full-service financial planning firm offering individual client’s investment, insurance, estate and trust, tax and wealth management/family office advisory services. On the corporate side, the Firm offers retirement plan options, employee benefits (disability and life insurance), succession planning as well as strategic structuring for mergers and acquisitions.

No one strategy fits everyone, which is why every client gets our undivided attention - from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, optimizing tax efficiency each step of the way.

Recognizing that everyone encounters challenges along the way, we strive to anticipate and address those situations as they occur. We want to keep you on track toward a meaningful and purpose-driven financial future.

We invite you to check out all the material on our website. If you have any questions, please send us an email or call the office. We look forward to speaking with you.