A complete list of active advisors currently associated with Mathies Financial Partners

Warmer can help you find a great advisor at Mathies Financial Partners or one who fits your needs even better.

Mathies Financial Partners provides financial planning, consultations, and referrals to third‑party money managers for individuals (including high‑net‑worth clients), trusts, estates and business entities. The firm operates as a co‑advisor rather than directly managing most individual portfolios and reports roughly $92.8 million in assets under management across a four‑advisor team. The firm’s investment approach is grounded in Modern Portfolio Theory and an Efficient Market philosophy, using Morningstar Principia and DFA tools to construct asset‑allocation portfolios with periodic rebalancing and re‑optimization. Mathies Financial Partners also uses a proprietary MYFIT retirement framework (Money, You, Family, Income, Taxes and Transparency) to structure planning while delegating discretionary trading authority to selected third‑party managers it monitors. Noteworthy features for a firm of this size include a multi‑office footprint and a regular program of public educational seminars and newsletters provided at no charge, as well as its operation as a licensed insurance agency whose representatives may earn commissions and sometimes offset advisory fees. The brochure also discloses a 2018 consent order with the state regulator concerning sales of non‑registered securities and related compliance requirements, including the retention of a compliance consultant.

To learn more about the advisors currently working at Mathies Financial Partners, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.