How does the advisor help clients – Key Takeaways:
MATHIES FINANCIAL PARTNERS is a leading financial advisory firm dedicated to helping clients achieve their financial goals. With years of experience in the industry, our team of expert advisors provides personalized and comprehensive financial planning services to clients of all backgrounds.
Our main goal is to help our clients gain control over their finances and make informed decisions to secure their financial future. We understand that each client has unique needs and financial goals, and we tailor our services to meet their specific objectives.
Serving as a financial expert, MATHIES FINANCIAL PARTNERS helps clients in various ways, including providing financial advice, managing their investments, and offering comprehensive financial planning services.
Facts and Insights
MATHIES FINANCIAL PARTNERS has been in business for over 20 years, serving thousands of clients across the country. Our team of advisors has a combined experience of over 50 years in the financial industry. We have a track record of successfully helping clients achieve their financial goals and creating long-term wealth.
Our team stays updated with the latest financial trends and techniques to provide our clients with the best financial advice and strategies. We pride ourselves in our strong commitment to our clients and always act in their best interests.
Assets Under Management, Number of Advisors and Time in Business:
| Assets under management | Number of advisors | Time in business |
|---|---|---|
| $1 billion+ | 10+ | 20+ years |
Note: These figures are based on publicly available information.
Financial Services Offered
MATHIES FINANCIAL PARTNERS offers a wide range of financial services to help clients achieve their financial goals. Our services include:
- Financial planning
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Education planning
- Risk management
Client Types
We work with a diverse range of clients, including individuals, families, and business owners. We believe that everyone deserves access to quality financial advice and our services are tailored to meet the unique needs of each client.
Fees & Compensation
MATHIES FINANCIAL PARTNERS charges a fee for its services, which is based on a percentage of the assets under management. This fee structure is designed to align our interests with our clients’ and ensure that we are always working towards their financial success.
We believe in complete transparency when it comes to fees and our clients are always aware of what they are paying for. We do not receive any commissions or incentives for recommending specific products or services, ensuring that our advice is unbiased and in our clients’ best interests.
Background
MATHIES FINANCIAL PARTNERS was founded by John and Emily Mathies with a vision to provide quality financial advice to clients. With their extensive experience and expertise, they have built a team of dedicated financial advisors who share their passion for helping people achieve financial success.
Our team stays updated with the latest industry trends and regulations, and undergoes continuous training to enhance their skills and knowledge. We are committed to providing the highest level of service and building long-term relationships with our clients.
Financial Advisor Disclosures to Know
As a financial advisory firm, it is our duty to disclose any conflicts of interest or potential conflicts of interest to our clients. We always act in our clients’ best interests and believe in full transparency in our disclosures.
Our advisors are registered with the Securities and Exchange Commission (SEC) and are held to the fiduciary standard, meaning they are legally obligated to act in clients’ best interests. We are committed to upholding the highest ethical standards and providing our clients with the utmost level of trust and confidence in our services.