Margery Mattox, MBA, CFP(R) is President and Financial Management Advisor of the firm, FINANCIAL AFFAIRS MANAGEMENT (FAM).

FAM offers financial management and planning services on a fee basis and is retained under a yearly renewable contract.


Margery Mattox, MBA, CFP(R), is a state registered investment advisor and is licensed to sell insurance products in the following states: Florida, Indiana, Kentucky, Nevada, Ohio.


The home office address is 621 E. Mehring Way, Suite 1508, Cincinnati, OH 45202. Phone (513) 651-3665.

This is not an offer to sell in any state or jurisdication other than those in which our credentials are recognized.