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FINANCIAL AFFAIRS MANAGEMENT (FAM) Company is a sole proprietorship, domiciled in the State of Ohio and located the suburban village of Mariemont, just east of Cincinnati, phone 513-651-3665.   Independent operations began in 1991 as a woman-owned firm under the management of Margery Mattox, MBA, CFP, the primary Financial Manager, Consultant, and owners.


FINANCIAL FACT FINDING for families and individuals, as well as business owners, for purposes of risk reduction, tax anticipation, retirement, elder care, estate preservation and inheritance planning.

  • ASSET ALLOCATION involving diversification among kinds of accounts and asset types, insurance (life, annuity, health, long-term care), and ownership issues. 
  • MONEY MANAGEMENT  monitoring the progress of planning recommendations and independent financial programs.