Form CRS.pdf

Mattern Wealth Management, LLC is a registered investment adviser offering services including investment management, financial planning, and consulting. Fees are based on a percentage of assets under management for investment management and wealth management services, and on a project, fixed rate, or hourly rate for financial planning and consulting services. The firm has an incentive to increase the value of clients' accounts, which will increase their fees. Clients may also incur additional fees and costs related to investments. The firm has conflicts of interest, including receiving economic benefits from broker-dealers and custodians, and financial professionals receiving a salary and discretionary bonus based on the firm's success. Clients can find additional information in the firm's Form ADV Part 2A Brochure and can contact the firm with questions or concerns.