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1140 Highway 315 Suite 203 Wilkes-Barre, PA 18711

570.266.7065
Meet our Team


Travis Mattson

1140 Highway 315, Suite 203
Wilkes Barre PA 18711
P 859.957.7188
F 570.796.7684
Travis.Mattson@MeridianFinancialAssociates.com
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<strong>Philosophy</strong>

Philosophy

The client experience is at the core of everything.  We offer tailored financial concepts and strategies to enhance the lives of our clients, their families and/or businesses.

<strong>Culture</strong>

Culture

MFA operates with a strong and diverse team of financial services professionals, who embrace healthy entrepreneurism, with client relationships coming second only to a healthy family-life/work balance.

<strong>Process</strong>

Process

Help each client identify their objective and foundation; strengthen and protect them by incorporating ideas and concepts that align with a clear plan; then continually assess and adjust the plan, as necessary, to stay on target.

ABOUT ME

When does Financial Failure occur?

The most common occurrences are by high interest rates on debt, taxes, inflation or unplanned living expenses.

Severe, devastating occurrences are contributed by income coming to a halt by the loss of a job, significant injury, an illness, or an early death.

At the center of all occurrences is your income. Your income is your most precious financial resource.

People hire my team and I to formulate an action plan that addresses and alleviates the threats present in their financial lives. Our priority is to avoid financial failure on your path to success.

Time to schedule a review or spend some time examining your finances? Have a question? 
Fill out this form to get in touch with Travis.

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AN INTEGRATED APPROACH TO A GREAT FINANCIAL LIFE

INTERACTIVE FINANCIAL RESOURCES

Retiring in a Post-Pandemic World

Imagine your ideal post-pandemic retirement with this animated video.
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Bull and Bear Go To Market

Learn about the difference between bulls and bears—markets, that is!
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Buying a Vacation Home? 5 Questions to Consider First

Buying a Vacation Home? 5 Questions to Consider First

You may be considering purchasing a vacation property, this can be an exciting milestone, but there are a few things to consider first.
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Your Shifting Risk Tolerance

Your Shifting Risk Tolerance

Time and market performance may subtly and slowly imbalance your portfolio.
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Principles of Preserving Wealth

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.
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5 Ways to Stay Confident in Retirement

This guide takes a critical look at the finances of retirement.
It talks about health care costs, income stability, and the burden of debt
and is designed to help your clients know the recipe for success in retirement.