# Mathies Financial Partners

Mathies Financial Partners is a RIA based in Pueblo, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Pueblo, United States
- **Region:** North America
- **Address:** 2139 Chuckwagon Road, Suite 200, Colorado Springs, CO 80919, United States
- **Founded:** 2008
- **Assets under management:** Undisclosed
- **Website:** mathiesfp.com
- **LinkedIn:** https://www.linkedin.com/company/mathies-financial-partners

## Regulatory record

- **CRD number:** 150079
- **Registration status:** Registered
- **Latest Form ADV filing:** 2026-03-19T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/150079

## About

Founded in 2008 and headquartered in Colorado Springs, Mathies Financial Partners operates across five physical locations, with four offices spread along Colorado's Front Range and into the Western Slope, plus an outpost in Scottsdale, Arizona. The firm's wealth-origin story is untold: no founding principal is named publicly, and the RIA's ADV filings, which would detail ownership and AUM, are unavailable or unverified at this time. What is visible is a geographic strategy aimed at retirees and near-retirees in mid-sized markets, from Pueblo to Cortez. The firm markets a globally-scaled investment approach bent on resilience, with an emphasis on tax-efficient retirement-income planning. Its `MYFIT` framework places Money, Family, Income, and Taxes at the center of every client relationship, a nod to the bespoke complexities of the 'American Dream.' Mathies combines standard wealth-management services — financial planning, asset allocation, investment advisory — with educational events that target common retiree anxieties about market volatility and tax erosion on savings. The portfolio construction is described as globally diversified, though no specific asset classes beyond implied equity and fixed-income exposures appear in public materials. Real estate is the only sector explicitly referenced in its thematic language. No assets-under-management figure is publicly disclosed. The firm publishes no details about professional headcount, investment committee structure, or use of adjacent vehicles such as philanthropic arms or private-label funds. Mathies' structural differentiator is its 'MYFIT' diagnostic — a tax-centric, goals-based intake process sold as a bespoke alternative to a cookie-cutter retirement plan. Yet the firm's promotional framing draws atypical lines between cowboy hats and cuff links, pitching itself as a cultural chameleon rather than a traditional fiduciary. That client-service posture, if paired with a coherent investment committee and prudent-manager discipline, could give it niche appeal in Front Range communities seeking a local alternative to national wirehouses.

## Sectors

- Retirement Planning
- Investment Advice
- Insurance

## Offices

- Englewood, CO
- Pueblo, CO
- Cortez, CO
- Scottsdale, AZ

## People

- Jeff Mathies — main

## Questions

### What is the firm's known posture on co-investments alongside external managers?

Mathies Financial Partners has not disclosed any co-investment capabilities or partnerships with outside general partners. Its public materials frame the firm as a direct-to-client wealth manager that constructs globally diversified portfolios internally, rather than as a platform that introduces clients into third-party private-equity, venture-capital, or direct-real-estate co-investments.

## Related profiles

- [Mater Private Equity](https://altss.com/profile/mater-private-equity)
- [Mathis Wealth Management](https://altss.com/profile/mathis-wealth-management)

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Last updated: 2026-08-11T02:43:31.692Z

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