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Welcome to Matheny Advisory Group


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This graph illustrates just some of the results attained over the last decade. Notice no losses? Moderate returns that never experience a loss outperform a volatile market over time. How would you like this dark green line to be your results over the next decade?

So what do you think?  Has the financial Armageddon been averted yet?  The answer is no!  But, not for the reasons that you think.  It hasn’t been averted because this isn’t an actual end of the world scenario.  There have been many more serious and dangerous times.  If we could live at any time in history, without question, I would choose now.  We have access to more information and more choices than ever.  Opportunity is everywhere!  These are the most interesting and exciting times in the history of the world. 

Here is the secret:  these times will be amazing, exciting, and successful ONLY for the people who take the time to plan and prepare for the events that will occur in this country and this world.  Those that don’t will suffer slings and arrows of outrageous fortune!

Our role is much bigger than ourselves.  We preserve wealth within families.  First, we protect assets.  Second, we have the ability to safely grow assets.  And finally, we are the only industry that can leverage assets to have one dollar do the work of many dollars.

  1. Will there be higher taxes in the future?
  2. Will there be lower benefits in the future?
  3. Will higher taxes and lower benefits be enough to fix everything?
  4. If that doesn’t fix things, the government will have to print what?  (money)
  5. Rampant printing of money is called what?  (Inflation, which Ben Bernanke, the Federal Reserve Chairman said was a “stealth tax,” the most insidious tax a person on a fixed income can face).
  6. Will this uncertainty cause more and more volatility, occurring at a faster and faster pace?

Do you have a strategy to minimize or even eliminate taxes?  Do you have a strategy to increase benefits?  How do you plan to manage inflation so that you are not hurt by it, or maybe even take advantage of it?  How do you intend to protect yourselves from bad volatility and prosper from good volatility? 


At Matheny Advisory Group, our mission is to aid in creating and preserving wealth for individuals. True financial and estate planning occurs only when all aspects of insurance, savings, and tax planning are fully integrated. We use a multifaceted, well-defined economic process focused on a financial model which allows us to coordinate your saving and insurance planning to yield the greatest possible efficiency. Matheny Advisory Group understands that your financial decisions and judgment are only as good as the information you receive from those you trust. Our goals are to:

  • Educate our clients on available strategies and alternatives to allow them to make and trust their own sound financial decisions for the rest of their lives.
  • Provide the financial services and products needed to implement your chosen strategies.

Your visit is complementary. We do not charge a fee for our services; instead, the companies we represent pay us. Our compensation does not come out of your investment.  All of your money goes to work for you right away with no up front sales loads, commissions or fees.  We’re confident you’ll benefit from our meeting.  

This makes Matheny Advisory Group an ideal choice for anyone serious about personal financial management.


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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