Greenwood Village, CO Office
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Mathies Financial Partners
Supported
Firm-wide stats for Mathies Financial Partners
About
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.
Based on Mathies Financial Partners
Expertise
Based on Mathies Financial Partners
Location
6041 S. Syracuse Way #250
Greenwood Village CO 80111
Advisors at this office
1
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
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.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)