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Financial Advisor: Laura Mattia Featured in “How Women-Led Advisory Firms Are Redefining Client Relationships” 

Laura Mattia

- MBA, Ph.D, CFP®

09/03/2025

1 minute

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Laura Mattia, CFP®, MBA, Ph.D, Senior Vice President, and Financial Advisor at Wealth Enhancement was featured by Financial Advisor in “How Women-Led Advisory Firms Are Redefining Client Relationships”  

“Laura Mattia, senior vice president at Wealth Enhancement Group, sees a preference for personalized holistic planning. Younger clients, she said, are "more discerning. They want to understand more.” 

Read the full article here:  

https://www.financialadvisoriq.com/c/4946094/682184 

Financial Planning

women

Head shot of Laura Mattia

Senior Vice President, Financial Advisor

Sarasota, FL

Laura began her career in the financial industry over 30 years ago, rising to the positions of Controller and Chief Financial Officer before returning to school to pursue personal financial planning. In 2020, she founded Atlas Fiduciary Financial before joining Wealth Enhancement in 2024.

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