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 serves individual and high‑net‑worth clients with comprehensive and modular financial planning, consultations, and referrals to unaffiliated third‑party money managers. The firm typically acts as a co‑advisor—providing written plans and ongoing reviews—rather than directly managing individual client portfolios. The firm’s investment approach is grounded in Modern Portfolio Theory and an Efficient Market philosophy, using tools such as Morningstar Principia and DFA analytics to build asset‑allocation portfolios designed for long‑term holdings with periodic rebalancing. Planning is personalized through its MYFIT framework (Money, You, Family, Income, Taxes) and accounts managed by third‑party managers are monitored at least quarterly with annual plan reviews. Compared with peers, Mathies is notable for maintaining five offices and for offering public educational seminars and newsletters, services that are uncommon among similarly sized supported advisers. It also operates as a licensed insurance agency whose representatives may earn commissions or receive portions of third‑party managers’ fees, and the firm disclosed a 2018 consent order with the Colorado Division of Securities that resulted in required compliance measures.

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.

You can also browse Mathies Financial Partners's office locations.

Name	Location	Years of experience
Stephen Foltz	Pueblo, CO	15
Jeffrey Mathies	Pueblo, CO	18
Caleb Moore	Pueblo, CO	4
Jeffrey Young	Greenwood Village, CO	20

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

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