John Mateyko

John Mateyko is no stranger to helping people plan for the future. As Managing Partner of IDEX Financial , he has spent over 20 years crafting retirement income strategies that are not only effective but also personalized. Based in the peaceful, purpose-driven community of Serenbe, Georgia , John combines big-firm experience from companies like Morgan Stanley, US Bank, and JP Morgan Chase with a small-town approach to care and connection. As we move through 2024, John is encouraging businesses to rethink how they approach retirement planning—specifically when it comes to 401(k) plans . These plans aren’t just about saving for retirement; they’re about building loyalty, boosting morale, and attracting top talent. Here are five smart strategies he recommends for employers looking to enhance their retirement benefits: 1. Automatic Enrollment The easiest way to increase participation is by making enrollment automatic. Studies show that 84% of employees stay enrolled when it’s the def...

When it comes to financial planning, ensuring that every recommendation aligns with a client’s goals and risk profile is crucial. John Mateyko , a seasoned broker with Peachcap Securities, Inc. , has built a career on prioritizing client education and guiding investors away from unsuitable investment recommendations. His goal is simple: help individuals and families make informed decisions that foster long-term financial stability and confidence. Residing in the vibrant yet tranquil community of Serenbe, Georgia , John Mateyko blends his professional dedication with a life full of creativity, exploration, and service. Championing Suitability and Client Confidence John’s work at Peachcap Securities centers on transparency, risk management, and personalized financial strategies . He believes that every client deserves recommendations designed to match their unique financial objectives. By focusing on suitability, he ensures clients can avoid mismatched investments, mitigating risks w...

With over 20 years in the financial services industry, John Mateyko has built a career helping clients plan, protect, and grow their wealth. An alumnus of Augustana College (Class of 1998) , John began his career in 1999 with Dean Witter in New York City. He went on to work with respected financial institutions, including Atlas Securities, U.S. Bank, Chase, and Fifth Third Securities , where he was recognized for his achievements in production and client growth. In 2010, John founded IDEX Financial , headquartered in Schaumburg, Illinois. Under his leadership, IDEX expanded into the Southeast in 2018 through the acquisition of a financial planning practice in Atlanta, Georgia , further extending its reach and services. John continues to advance his expertise and is currently pursuing the CIMA designation through the Yale School of Management. His professional credentials include: RICP® (Retirement Income Certified Professional®) – The American College of Financial Services W...

John Mateyko is a seasoned financial professional known for his deep expertise in structured note investments, corporate bonds, and Real Estate Investment Trusts (REITs). As a Managing Partner at IDEX Financial Group and a registered broker with PeachCap Securities, he is committed to helping clients build long-term financial success through tailored investment strategies. Based in Serenbe, Georgia, Mr. Mateyko has worked with several reputable financial firms throughout his career. His approach to wealth management emphasizes transparency, customized financial planning, and a client-first philosophy. Clear Communication and Client Commitment As with many experienced financial professionals, Mr. Mateyko has encountered client concerns related to complex investment products. These matters, which reflect the inherent risks associated with sophisticated financial tools, are being addressed in accordance with industry protocols. Importantly, Mr. Mateyko has clarified that he has not b...

John Mateyko , founder and managing partner of IDEX Financial based in Serenbe, Georgia, is currently addressing a series of investor complaints that have recently come to light. These allegations, which remain unproven and are still pending review, involve claims related to investment recommendations. It's important to note that no findings of misconduct have been made, and Mr. Mateyko continues to operate professionally and with full registration in the financial industry. With over two decades of experience, John Mateyko is registered as a broker with Peachcap Securities and as an investment advisor with Peachcap Tax & Advisory Services. Throughout his career, he has been recognized for his dedication to helping clients manage their financial goals through a thoughtful, team-based approach. The complaints, which are currently under regulatory consideration, relate to investment products such as structured notes, corporate debt securities, and non-traded real estate inves...