MATHIES FINANCIAL PARTNERS

Overview

Mathies Financial Partners is an independent registered investment adviser organized as an LLC and owned by an individual. The firm focuses on serving individual and family clients and combines traditional advisory services with insurance distribution: it operates as an insurance broker and offers annuity solutions alongside investment advice. Its advisory menu includes comprehensive financial planning, the selection of outside advisers, and client education through newsletters and seminars. The firm uses a mix of billing methods — percentage of AUM, hourly fees, and fixed fees — and acts as a capital allocator, placing client capital with external managers when appropriate. Mathies Financial Partners is not designated as an active ESG investor, does not identify as a multi-state adviser, and does not report pension consulting or related-adviser activities.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices