My Background

Here to serve you

Your story, your needs and your goals aren’t exactly the same as anyone else’s. Your financial strategy shouldn’t be either. That’s where I come in.

As a financial professional, I am able to offer you guidance that can help you achieve your dreams and goals. I’m dedicated to providing a client-first, knowledgeable, and responsive approach to helping my clients protect and secure the financial futures for themselves and their loved ones. In addition to my experience and expertise, my clients can expect compassion, kindness, and respect.

As a proud resident of Charleston, WV, I have a vested interest in seeing my community thrive. When working with me, I’m happy to share all the resources and information that I have available.

Personally, I’m a loving husband. When I’m not working with my clients, I enjoy the following hobbies: playing music, exercising, and reading. I’m also an active member of my community and regularly serve on the board at a local non-profit.

Now I’d like to hear your story and get started on a tailored strategy to help you reach your unique financial goals.


Terry Mathias is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of CO, NC, OH, VA, and WV. No insurance business may be conducted outside the states referenced.

Terry Mathias is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 231 Capitol St Ste 321, Charleston, WV, 25301, 304-741-0045. In this regard, this communication is strictly intended for individuals residing in the states of FL, NC, OH, PA, VA, and WV. No offers may be made or accepted from any resident outside the specific states referenced.

CAPITAL FINANCIAL SOLUTIONS LLC is not owned or operated by NYLIFE Securities LLC or its affiliates.

Neither CAPITAL FINANCIAL SOLUTIONS LLC nor its associates are in the business of offering tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.