Pueblo, CO Office
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Mathies Financial Partners
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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
540 E. Abriendo Avenue Suite B
Pueblo CO 81004
Advisors at this office
3
Advisors at this office
Jeffrey M
Series 65
Pueblo, CO
Mathies Financial Partners
Jeffrey Mathies is a Series 65 licensed financial advisor with Mathies Financial Partners in Pueblo, CO, where he has worked since 2008. He has 17 years of industry experience and also operates an independent insurance agency. Outside of finance, he manages Grumpy's Tractor Service, an irrigation design and field cultivation business. Mathies Financial Partners provides comprehensive and modular financial planning services primarily to individuals, trusts, estates, and business entities. The firm emphasizes Modern Portfolio Theory and efficient-frontier investment strategies, working with third-party money managers for portfolio implementation and managing approximately $75 million in client assets.
Stephen F
Series 63, Series 65
Pueblo, CO
Mathies Financial Partners
Stephen Foltz is a financial advisor with Mathies Financial Partners in Pueblo, CO, holding Series 63 and Series 65 credentials and 15 years of industry experience. He has been associated with Northwestern Mutual Life Insurance Company and Northwestern Mutual Investment Services, LLC since 2010. Mathies Financial Partners provides comprehensive and modular financial planning, consultations, and insurance products to individuals, trusts, estates, and business entities. The firm emphasizes Modern Portfolio Theory and an efficient-frontier approach, working with third-party money managers for portfolio implementation while conducting annual plan reviews and ongoing client communication.
Caleb M
Series 65
Pueblo, CO
Mathies Financial Partners
Caleb Moore is a financial advisor at Mathies Financial Partners with a Series 65 designation and four years of industry experience. Before joining Mathies Financial Partners in 2021, he worked at Big R and Symmetry Financial and spent over two decades with the Colorado Department of Corrections. He is also an independent insurance agent, selling insurance products locally. Mathies Financial Partners offers comprehensive and modular financial planning services, serving individuals, trusts, estates, and business entities. The firm emphasizes Modern Portfolio Theory and efficient-frontier strategies, recommending third-party money managers for discretionary trading while conducting ongoing plan reviews and client communication.
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