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Michael C. Mattison, ChFEBC℠

Michael C. Mattison, ChFEBC℠

Comprehensive Wealth Manager

Mike is a retirement distribution planning specialist who has been published and has trained more than 2,000 financial professionals across the country. Additionally, Mike is Nationally recognized as a public speaker on financial planning. A focus of Mike's practice is advising Federal employees, and he provides a concierge style of service unique in the industry. Mike holds the prestigious Chartered Federal Employee Benefits ConsultantSM (ChFEBCSM) designation. He holds securities registrations including: series 6, 7, 63, and 65 with LPL Financial; and licenses in good standing for Life and Accident/Health insurance. Mike is a graduate of SUNY Brockport with a Bachelor of Science in Finance. He began his financial services career in 1996.  


Mike’s focus includes:

  • Federal, State & County Employee Retirement Planning
  • Fee-based Financial Plans
  • Income Distribution Planning
  • College Funding Planning
  • Multi-Generational IRA Planning

Raised in Lakewood, NY, Mike moved to the Washington, DC area in 1985. He is married to Kathy and they are raising their 2 children in Gaithersburg, MD.

Away from business, Mike enjoys playing sports, baking bread, cooking and travel. He is also a frequent blood platelet donor at the American Red Cross.