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Advisors / Virginia / Norfolk
25yrs

Thomas Mathas

Financial advisor at Eagle Strategies

Thomas Mathas is a fiduciary financial advisor in Norfolk, Virginia, with 25 years in the industry. Thomas joined Eagle Strategies in 2011, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets, hourly fees, and flat fees.

One of 264 advisors with offices in Norfolk, and one of 245 fiduciaries.

Norfolk, VA 23510Top 23% by experience at Eagle StrategiesFiduciary advisor

At a glance

Experience25 years (since 2001)
How that compares ?Top 23% by experience at Eagle Strategies
Office999 Waterside Drive Suite 1500, Norfolk, VA 23510
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$235,446
Advisors at the firm2,501
States licensed ?2 states

Services through Eagle Strategies

Financial planningInvestment management for individuals and small businessesRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshops

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 63Uniform Securities Agent State Law Examination
Series 65Uniform Investment Adviser Law Examination

Career

  1. 2011 – now

Questions to ask Thomas

Tailored to Thomas’s registration and firm.

  1. What's your succession plan, and who would work with me if you retire?
  2. At a firm this size, will I work with you directly or with a service team?
  3. What does a financial plan with you include, and how often is it updated?
  4. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  5. Where would my money be held, and will I get statements directly from that firm?
  6. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

Sign in to keep private notes, score your first meeting, and track this advisor alongside others.

About Thomas

How do I contact Thomas?

Call Eagle Strategies at (888) 695-3245 and ask for Thomas Mathas. Thomas works from the Norfolk, VA office.

How long has Thomas been a financial advisor?

Thomas has been in the industry since 2001, about 25 years. Top 23% by experience at Eagle Strategies.

What licenses does Thomas hold?

Series 63, Series 65. Tap any license on this page to see what it allows.

Is Thomas a fiduciary?

Thomas is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Thomas paid?

Eagle Strategies reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Thomas for your total yearly cost in dollars.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.

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