BRYCE MATHIE
About
Bryce Mathie grew up in Louisville, Ohio, and is a graduate of the University of Mount Union. He is married to his wife Kendall, a former attorney, and together they have two sons, Emmett & Harvey. He has a deep appreciation for the role that stability, careful planning, and long-term decision-making play during pivotal moments in one’s life.
Bryce began his career as a financial advisor with Equitable Advisors in 2018 and works with Sage Settlements assisting clients in plaintiff settlement matters involving personal injury and medical malpractice cases. He works closely with attorneys to understand the details of each case and develop customized settlement strategies aligned with a client’s financial goals, timing needs, and long-term considerations. Bryce takes a comprehensive, individualized approach, recognizing that every client’s situation is unique and requires careful attention and planning.
Outside of work, Bryce enjoys golf and basketball and values spending time with his family. He remains committed to helping clients navigate complex settlement decisions with clarity, care, and a long-term perspective.
Equitable Advisors has a strategic relationship with Sage Settlement Consulting, which is one of the country’s largest and most respected structured settlement consulting firms in the industry and offers a comprehensive suite of settlement services to attorneys and their clients. Equitable Advisors is a premier U.S. financial services company. Bryce Mathie acts as a Settlement Planner on behalf of Sage Settlement Consulting. Separately, as a registered representative and agent, Bryce Mathie offers securities through Equitable Advisors, LLC (NY, NY 212-314-4600), Member FINRA, SIPC (Equitable Financial Advisors in MI and TN) (“Equitable Advisors”) and offers annuities and insurance through Equitable Network, LLC (Equitable Network Insurance Agency of California, LLC), respectively. Sage Settlement Consulting, LLC is not owned by, operated by, affiliated with, and does not conduct the business of Equitable Advisors or its affiliates. [CA Insurance Lic # 4312398].