Mathies Financial Partners

Overview

Mathies Financial Partners is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm serves individual and family clients and is set up as a capital allocator—selecting and placing client capital with third‑party managers when appropriate. Its advisory services include financial planning, selecting other advisers, publishing periodicals or newsletters, and running educational seminars and workshops. The firm also operates as an insurance broker and charges clients via a combination of percentage of assets under management, hourly fees, and fixed fees. Mathies Financial Partners is not an active ESG investor and is not flagged as a multi‑state or pension consultant adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices