Outside of the finance industry, John Mateyko is passionate about community and family.
With over 20 years of experience in financial advising, John Mateyko of Serenbe, GA, has helped numerous clients learn more about financial planning and investing and has equipped them to make informed decisions about their wealth.
John is an Fiduciary Financial Planner and Managing Partner of IDEX Financial. He founded the company in 2010 and loves helping people create sustainable retirement income plans.
John Mateyko attended Augustana College and studied business and philosophy. He chose to pursue finance early in his career, taking on his first role as a Financial Advisor at Morgan Stanley not long after graduating. Since then, John has worked for a variety of companies, including Atlas Securities, US Bank, and JP Morgan Chase. He has repeatedly demonstrated his competency in the field, often being ranked among the top representatives in his organizations and earning recognition for his accomplishments. He has proven his ability to acquire new clients, manage large portfolios, and drive profitable growth.
Not only does John Mateyko have a wealth of practical experience, but he is also highly and has prioritized continuing education throughout his career. He has a wide variety of certifications that have equipped him well to navigate financial planning and advising for a range of clients. He is a Wealth Management Certified Professional (WMCP), a Retirement Income Certified Professional (RICP), an Portfolio Management Advisor (APMA), and a Certified Investment Management Analyst (CIMA). These certifications and courses have come from highly regarded institutions such as the Yale School of Management, the College for Financial Planning, and The American College of Financial Services.
At IDEX Financial, John Mateyko has found his niche in helping clients create retirement income plans. With a number of options for retirement saving and investing, many people are overwhelmed by the process and don’t know where to start. John loves helping people find peace of mind and make informed decisions. He takes a personalized approach, helping clients to examine their own unique financial situations and build sustainable plans that can help them enjoy their retirement years to the fullest.
Outside of the finance industry, John Mateyko is passionate about community and family. He loves to spend time with his wife, son, and their family dog. They enjoy exploring new and familiar places, a favorite being Serenbe in rural Georgia. It is an idyllic urban village focused on wellness, community, and connection. It is set in the woods and offers miles of nature trails for visitors and residents to enjoy. With a focus
To learn more about John Mateyko and his endeavors, visit JohnMateyko.co!
