Meet Our Principal

Tom Headshot

Thomas E. Mathas

Principal

Tom Mathas is the principal and founder of Mathas Financial Group, L.L.C., a financial services firm specializing in retirement planning, wealth transfer, disability income, and business succession planning. Tom’s specialties include lifetime income, legacy planning, and asset protection

Tom is a current member and Past Board Member of The Norfolk Chapter of the National Association of Insurance and Financial Advisors (NAIFA). He is also a qualifying member of the Million Dollar Round Table (MDRT). The MDRT, The Premier Association of Financial Professionals, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.

Company Background

Tom started in the financial services industry as an agent with New York Life Insurance Company in October of 2000 as a one-man operation selling life insurance and financial products in Texas. In 2003 he relocated to his home town of Norfolk, Virginia. In 2010 he formed Mathas Financial Group, LLC. Tom is licensed in many states and sells a complement of insurance products, fixed and variable annuities*, long term care insurance, health insurance, mutual funds*, and access to private money management1. Mathas Financial Group, LLC has strategic alliances with banks, brokerage, legal and accounting firms.

*Securities offered through NYLIFE Securities LLC, member FINRA/SIPC, a Licensed Insurance Agency
1Financial Adviser offering investment advisory services through Eagle Strategies LLC, a Registered Investment Adviser

Personal Background

Tom grew up in Norfolk, Virginia, and attended Norfolk Collegiate School from Kindergarten through the 12th grade. He attended the University of Virginia and graduated in 1987 with a B.A. in psychology. He is married with two daughters and makes his home in Norfolk. Outside of being actively involved in his daughters’ sports, Tom is an avid fisherman and bass guitarist.

Strategic Alliances

Click below to learn more about some of the entities we work with.

Meekins Insurance

 

The Nautilus Group®

Eagle Strategies LLC

Meekins Insurance

We’re proud to work closely with Andy and his team at Meekins Insurance Services in North Carolina to best serve our clients with their Health Insurance needs.

Meet the Meekins Team

The Nautilus Group®

The Nautilus Group® is located in Dallas, TX and is staffed by an elite team of professionals experienced in law, taxation, accounting, business, insurance, finance and philanthropic planning. It is an exclusive resource accessible to Member Agents like Tom who work with affluent, high net worth and business owner clients.

The Nautilus Group® and Mathas Financial Group work together to provide a range of consultative services and technical case design in presenting estate, business, charitable, insurance and retirement strategies to their clients.

Working hand in hand with the Nautilus staff, Tom presents his clients with state-of-the-art planning strategies and customized case analyses designed to meet each person’s complex objectives.

The Nautilus Group® is a service of New York Life Insurance Company.

Meet the Nautilus Team

Eagle Strategies, LLC

Through Eagle Strategies, Tom Mathas provides fee-based financial planning, investment advisory services and access to investment management programs. Eagle Strategies LLC is registered with the Securities and Exchange Commission as an "Investment Adviser" and is an indirect, wholly-owned subsidiary of New York Life.

Tom is committed to working closely with you to identify your short-term and long-term objectives and your appetite for risk in pursuit of your objectives. By working together, he can create a connection between the things you want in life and the financial solutions required to achieve your goals.

Meet the Eagle Team

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