FINANCIAL AFFAIRS MANAGEMENT
Financial Management & Planning, Wealth Accumulation & Preservation

Margery Mattox, MBA, has the professional designation of Certified Financial Planner(r). She is a consultant to individuals and small business owners in understanding and preparing financial planning and management needs. Ms. Mattox is President and owner of the firm, FINANCIAL AFFAIRS MANAGEMENT (FAM).

FAM's fee based financial planning and management services are contracted on a project, time specific or yearly renewable retainer. Hourly fee are available on short-term consultations.

The office address is: The Mariemont Center Building, 3914 Miami Rd., Suite 212, Mariemont, OH 45227.

Phone (513) 651-3765.

Margery Mattox, MBA, CFP(r) is licensed to sell insurance products in the following states: Florida, Indiana, Kentucky, Nevada, Ohio.


Our services do not include and are independent of those of a tax return preparer, CPA, attorney, stockbroker or securities investment adviser.

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


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