Meet the Mattson Brothers

A Texas-strong tradition.

Mattson Financial Services is a financial planning firm, owned and operated by three close brothers, Brent, Brian, and Blake Mattson. All three grew up in the Central Texas area, and each graduated from the Hankamer School of Business at Baylor University. Since founding their company in 1986, the brothers sought to set themselves apart from all other firms by servicing their clients in a personal, non-aggressive manner. And now, for forty-plus years, they’ve done just that — assisting clients to reach their financial goals before (and after) retirement is the Mattsons’ primary focus. Let’s meet the Mattson brothers!

Meet the Mattson brothers...

Brent Mattson of Mattson Financial Services in Waco, TX

Brent A. Mattson

Co-Founder of Mattson Financial Services, and 1984 Graduate of the Hankamer School of Business at Baylor University

Brian Mattson of Mattson Financial Services in Waco, TX

Brian V. Mattson

Co-Founder of Mattson Financial Services, and 1986 Graduate of the Hankamer School of Business at Baylor University

Blake Mattson of Mattson Financial Services in Waco, TX

Blake C. Mattson, CFP

1990 Graduate of the Hankamer School of Business at Baylor University; Completed Required Curriculum of The College of Financial Planning of Denver, Colorado in 1996, received Certified Financial Planner designation in 1997

We are retirement specialists.

The Mattson Brothers seek attractive interest rates that are available in the marketplace, and provide conservative opportunities for those who are retired or are retiring soon.  401(k) Rollovers and IRA Transfers are a large part of their business. With a combined experience of over 110 years, the Mattson Brothers welcome the opportunity to assist you with your financial goals.

2017 Texas Family Business Award — FAST START AWARD

Reviews our clients have given...

    K.F.
    K.F.

    Mattson Financial Services Client

    "I have had nothing but great experiences with the Mattsons. They are kind, caring and really take the time to know you. My husband and I live in Houston but feel it is worth the trip to feel so comfortable with our financial services."

      Rick C.
      Rick C.

      Mattson Financial Services Client

      "Well, I have been a customer of the Mattson brothers for over 10 years. My wife's family has been a customer for many more years than that. They have even attended her family members' funerals. I have several friends that have gone to the Matttson's and are very happy with their style of safe investments with no fees. (...shortened...) They cater to people who want to protect their long term investments and eliminate risk. These three brothers have built a unique investment business. They are not for everybody and they will tell you that. If you have a 401K and are nearing or already retired you should visit with them. They are very friendly people."

        Lazy G Ranch
        Lazy G Ranch

        Mattson Financial Services Client

        "The Mattson brothers handle your money better than anyone I have ever used before."

          Kenneth Mays
          Kenneth Mays

          Mattson Financial Services Client

          "They get it done." (Simple. We like that.)