Mary focuses on creating customized plans and investment portfolios for her clients because she understands that financial advice is not a one-size-fits-all approach. As a CERTIFIED FINANCIAL PLANNER® (CFP®), she is knowledage in planning strategies, addressing not only investment needs but also insurance and estate considerations. She has helped numerous individuals, families, and business owners navigate the complexities of financial decisions and ultimately reach their goals with peace of mind.

In 1988, Mary Mathias joined Ferris, Baker Watts - now RBC Wealth Management. She is a graduate of Franklin and Marshall College with a Bachelor of Arts in political science and economics. She earned the CERTIFIED FINANCIAL PLANNER® (CFP®) designation in May of 1998 after their multi-year in depth training in all aspects of financial planning including investments, insurance, taxes, retirement and estate planning. In 2024 and 2025, Mary received the well-deserved recognition as a Forbes Top Women Wealth Advisor Best-In-State.

Mary deeply believes in giving back and making a positive impact in our local communities. She works closely with the West End Village and currently serves as an Ambassador for the N Street Village, a charity helping women to achieve housing and an esteemed place in life. Outside of work and philanthropy, she enjoys playing tennis, practicing yoga, skiing and reading by the ocean— having been in the same book club for 30 years.