Mathias Silberstein CFP®
Based in Radnor, Mathias helps retirees, executives, and families navigate retirement income, equity compensation, inheritance, taxes, and estate planning
Ways to Connect
Who Mathias Typically Helps
Retirees creating income plans, families navigating inheritance, executives with equity compensation, multigenerational families seeking to educate and prepare future heirs
Serving Clients in
Philadelphia • the Main Line • Radnor • Villanova • King of Prussia • Communities throughout Greater Philadelphia
Available nationwide through virtual meetings
Questions Mathias Helps Answer
- How can I create sustainable retirement income?
- How can I coordinate tax and estate planning?
- How should I manage equity compensation?
- How should I integrate an inheritance into my plan?
- How can I prepare the next generation to manage family wealth?
Mathias Silberstein is a Wealth Advisor at Mission Wealth, supporting his advisory team, which serves clients residing on the East Coast and surrounding areas. With a sharp eye for detail and a deep understanding of financial planning, Mathias is committed to providing top-notch service to clients and ensuring their financial success.
I have a passion for helping others to understand their financial picture and how to achieve their goals. I find this allows individuals to focus on and enjoy what life is really about!
Mathias’s Frequently Asked Questions
Mathias begins by listening carefully to understand each client’s goals, values, and vision for the future. He then develops a complete picture of their balance sheet, income resources, cash flow needs, and legacy objectives. Taking a comprehensive wealth planning approach, Mathias helps coordinate investment management, tax planning, and estate planning while simplifying the details. Clients remain the ultimate decision makers, with a clear understanding of the recommendations and how each decision supports the outcomes that matter most to them
Professional Background
In 2018, Mathias started his career in the finance industry through an internship offered through his university at a local community bank. From there, he held various client service and investment management roles at different firms before joining Mission Wealth.
Mathias Silberstein earned his Bachelor of Arts in Accounting from The University of Colorado and is a CERTIFIED FINANCIAL PLANNER® professional.
Personal Pursuits
Mathias loves to enjoy the beautiful nature that Pennsylvania has to offer with his wife and their dog. They enjoy hiking, and in the summer they do a lot of tubing in the local rivers. He also enjoys exploring Philadelphia and the many activities and restaurants the city has to offer.
Connect with us
Here’s how the first steps work:
- 1 Request an introductory conversation
- 2 We learn about your goals and priorities
- 3 We determine if Mission Wealth is the right fit to help you move forward
Our team.
Meet the experts in your corner.
Aaron Quintero
Client Service Representative
Abby Chajon
Operations Director
Adam Broughton
CFP®, CPWA®
Partner and Senior Wealth Advisor
Adam Silva
CFP®
Wealth Advisor
Adella Frender
Wealth Advisor Associate Intern
Aimee Gibbings
Operations Manager
Alejandro Segovia
Investments and Billing Specialist, Mergers
Alex Teklu
Technology Specialist
Alexandra Freres
Director of Finance
Alexia Soto
Senior Investment Operations Associate
Alexis Melgoza
Operations Specialist
Alison Miller
CFP®
Senior Wealth Advisor
Allison Modrak
CFP®
Wealth Advisor
Amanda Avila
AWMA™, AAMS™
Wealth Advisor Associate
Analisa Martin
Wealth Advisor Associate
Andrew Conway
CFP®
Senior Wealth Advisor