John Mateyko

  John Mateyko Financial Advisor: Excellence in Wealth Planning and Community Leadership John Mateyko financial advisor is a highly accomplished Fiduciary Financial Planner and Managing Partner at IDEX Financial, known for delivering disciplined investment strategies and personalized financial solutions. John Mateyko financial advisor has gained national recognition through features in respected publications such as Forbes, Fortune, MarketWatch, Business Insider, TED, NY Weekly, CEO Weekly, LA Wire, Chicago Journal, San Francisco Post, and BuzzFeed. A graduate of Augustana College, John Mateyko financial advisor completed his studies in 1998 and entered the financial services industry in 1999 at Dean Witter in New York City. As John Mateyko financial advisor advanced professionally, he refined his advisory expertise while working with established organizations including Atlas Securities, US Bancorp, Chase, and Fifth Third Securities. These formative experiences shaped the analy...

John Mateyko on Preparing Your Estate Plan for Upcoming Tax Changes John Mateyko advises individuals to take a proactive approach to estate planning as potential tax law changes approach in the coming years. With current estate and gift tax exemptions set to decline in 2026, now may be a critical window for reviewing existing plans and considering strategic adjustments designed to protect long-term wealth. What May Change in 2026 At present, the federal lifetime estate and gift tax exemption is $13.61 million. This elevated exemption is scheduled to sunset in 2026, reverting to a lower threshold that may be adjusted to approximately $7 million. Additional proposals have also suggested reducing the exemption to $3.5 million while increasing estate tax rates beyond the current 40%. Under today’s rules, an estate valued at $10 million would not incur federal estate taxes. However, once exemption levels decrease, a portion of that same estate could become taxable, potentially creating a ...

  John Mateyko understands that today’s employment landscape is evolving faster than ever. Through his work with business owners and professionals, John Mateyko regularly sees organizations searching for clarity amid economic shifts, workforce changes, and rising employee expectations. While no one has a crystal ball, John Mateyko believes that identifying current trends can help employers make smarter, more resilient decisions. John Mateyko on Pay Transparency Trends According to John Mateyko , pay transparency is no longer just a legal requirement—it is becoming a cultural expectation. With salary disclosure laws expanding across the U.S., a growing percentage of workers now expect to see compensation ranges early in the hiring process. Even in states without formal mandates, John Mateyko notes that many employers are voluntarily adopting transparent pay practices to remain competitive. John Mateyko emphasizes that transparency brings both opportunity and responsibility. Whil...

  John Mateyko PeachCap is a highly experienced financial advisor based in Serenbe, Georgia, with a professional background rooted in more than two decades of financial planning and investment management. Throughout his career, John Mateyko PeachCap has been known for his client-first approach, combining technical expertise with long-term strategic thinking to help individuals and families achieve financial stability and confidence. John Mateyko PeachCap began his academic journey at Augustana College in Rock Island, Illinois, in 1994, where he studied business and philosophy. This interdisciplinary education provided a strong foundation in critical thinking, ethics, and financial analysis—skills that continue to guide his work in an increasingly complex financial environment. From the early stages of his career, John Mateyko PeachCap committed himself to ongoing professional development to remain aligned with evolving market conditions and client needs. To strengthen his profess...

John Mateyko Financial Advisor APMA®, WMCP™, RICP® is a highly accomplished Fiduciary Financial Planner and the Managing Partner at IDEX Financial. With national recognition and features in Forbes, Fortune, MarketWatch, Business Insider, TED, NY Weekly, CEO Weekly, LA Wire, San Francisco Post, Chicago Journal, and BuzzFeed, John Mateyko Financial Advisor is widely respected in the financial industry. A graduate of Augustana College, Class of 1998, John Mateyko Financial Advisor began his professional journey at Dean Witter in New York City in 1999. His career continued with roles at Atlas Securities, US Bancorp, Chase, and Fifth Third Securities — experiences that strengthened his deep understanding of wealth management, retirement planning, and investment strategy. In 2010, John Mateyko Financial Advisor founded IDEX Financial , headquartered in the historic Zurich Towers in Schaumburg, Illinois. His leadership and forward-thinking approach led the firm to expand into Atlanta, G...

John Mateyko APMA®, WMCP™, RICP® is a highly respected Fiduciary Financial Planner and Managing Partner at IDEX Financial. His work has earned national visibility in leading outlets such as Forbes, Fortune, MarketWatch, Business Insider, TED, NY Weekly, CEO Weekly, LA Wire, Chicago Journal, San Francisco Post and BuzzFeed . Within the financial community, he is also recognized as John Mateyko Of Peachcap Securities , a reflection of his broad and influential professional background. John is an alumnus of Augustana College, graduating in 1998. He began his career in 1999 at Dean Witter in New York, launching himself into the financial world with strong momentum. Over the next several years, he continued developing his expertise with respected organizations including Atlas Securities, US Bancorp, Chase and Fifth Third Securities. In 2010, John established IDEX Financial , selecting the iconic Zurich Towers in Schaumburg, Illinois as its home. His leadership positioned the company for...

  John Mateyko IDEX Financial Peachcap Securities has become closely associated with trusted financial expertise and long-standing industry leadership. John Mateyko, APMA®, WMCP™, RICP®, serves as a Fiduciary Financial Planner and Managing Partner at IDEX Financial. His professional insights have appeared in major national publications including Forbes, Fortune, MarketWatch, Business Insider, TED, NY Weekly, CEO Weekly, LA Wire, Chicago Journal, San Francisco Post, and BuzzFeed. John’s career foundations were built after graduating from Augustana College in 1998. He entered the financial industry in 1999 with Dean Witter in New York City. Over the years, he expanded his professional reach by serving as a Financial Advisor at respected institutions such as Atlas Securities, US Bancorp, Chase, and Fifth Third Securities. In 2010, John took an entrepreneurial leap by founding IDEX Financial , headquartered in the well-known Zurich Towers in Schaumburg, IL. The firm’s footprint expand...

  John Mateyko Peachcap IDEX is a highly regarded financial planner with more than two decades of experience guiding clients through wealth management, investment strategy, and long-term financial planning. Based in Serenbe, Georgia, John has built his career on a strong educational foundation and a commitment to continuous professional growth. His journey began at Augustana College in Rock Island, IL, where he studied business and philosophy—an academic combination that shaped his balanced, analytical approach to financial decision-making. Throughout his career, John Mateyko has remained dedicated to expanding his expertise and staying current with industry advancements. He has earned several distinguished certifications, including Wealth Management Certified Professional (WMCP) and Retirement Income Certified Professional (RICP) from The American College of Financial Services. He also completed the Portfolio Management Advisor (APMA) designation through the College for Financi...

  Financial Advisor John Mateyko , APMA®, WMCP™, RICP®, serves as a Fiduciary Financial Planner and Managing Partner at IDEX Financial. His professional insights have appeared in Forbes, Fortune, MarketWatch, Business Insider, TED, NY Weekly, CEO Weekly, LA Wire, Chicago Journal, San Francisco Post, and BuzzFeed. John graduated from Augustana College in 1998 and launched his Wall Street career with Dean Witter in New York City in 1999. From there, he went on to advise at some of the country’s top financial institutions including Atlas Securities, US Bancorp, Chase and Fifth Third Securities. He founded IDEX Financial in 2010, with headquarters inside Zurich Towers in Schaumburg, Illinois. In 2018, the firm expanded to Atlanta, Georgia through acquisition. John Mateyko is committed to continued academic growth and is currently pursuing his CIMA certification through the Yale School of Management. He also holds the APMA®, WMCP™ and RICP® credentials from the College for Financia...

  John Mateyko PeachCap IDEX is a highly experienced financial professional based in Serenbe, Georgia, with over two decades of expertise in wealth management, investment strategy, and retirement income planning. Through his role as Managing Partner and Fiduciary Financial Planner, John Mateyko PeachCap IDEX is dedicated to helping clients build financial confidence, achieve long-term goals, and secure their financial futures. The journey of John Mateyko PeachCap IDEX began in 1994 at Augustana College in Rock Island, Illinois, where he studied business and philosophy. This academic foundation provided him with strong analytical skills and an ethical perspective that continue to guide his professional approach today. To remain at the forefront of his field, John Mateyko PeachCap IDEX has pursued continuous education and earned several advanced certifications. He holds the Wealth Management Certified Professional (WMCP) and Retirement Income Certified Professional (RICP) desig...

Featured in Forbes , Fortune , MarketWatch , Business Insider , TED , NY Weekly , CEO Weekly , LA Wire , Chicago Journal , San Francisco Post , and BuzzFeed , John Mateyko is a respected Fiduciary Financial Planner , Managing Partner at IDEX Financial , and the visionary behind John Mateyko PeachCap IDEX . His work represents the ideal blend of innovation, strategic thinking, and client-centered financial planning. From Wall Street to John Mateyko PeachCap IDEX After graduating from Augustana College in 1998, John began his financial career with Dean Witter in New York City in 1999. Over the years, he gained valuable experience working with some of the nation’s most respected financial institutions including Atlas Securities, US Bancorp, Chase , and Fifth Third Securities . In 2010, John founded IDEX Financial , headquartered in the iconic Zurich Towers of Schaumburg, Illinois. His entrepreneurial vision and commitment to excellence led to steady growth and in 2018 the firm expande...

John Mateyko lives in the beautiful and peaceful community of Serenbe, Georgia , a place known for its natural charm and artistic culture. Serenbe has even been featured on the Today Show . Through his website, John Mateyko shares his love for collecting watches , photography , and spending time outdoors . Community Work and Theatre John Mateyko is a strong supporter of community activities. In 2021, he founded the Serenbe Athletic Association to bring people together through sports. He plays an active role as Commissioner and announcer for the Chicago-style Softball and Kickball leagues, making every game lively and fun. Theatre is another area where John Mateyko has made a difference. Working with Center Stage at Serenbe , he has helped raise more than $450,000 for Terra Academy. He has been involved in popular productions such as: The Trial of Ebenezer Scrooge (2021) It’s a Wonderful Life: A Live Radio Play (2023 and 2025) Die Hard: Once Upon a Time at Nakatomi ...

John Mateyko calls the charming and rustic community of Serenbe, Georgia home—a place known for its scenic beauty and creative spirit, even featured on the Today Show . Through his personal website, John Mateyko shares a glimpse into his vibrant life, highlighting his passion for watch collecting , photography , and nature . John Mateyko’s Role in Building a Thriving Community Community is at the heart of John Mateyko ’s journey. In 2021, he founded the Serenbe Athletic Association , where he now serves as Commissioner and announcer for the co-ed Chicago-style softball and kickball leagues. His efforts bring people together, making Serenbe not just a place to live but a true community. John Mateyko also plays an important role in Serenbe’s cultural life through his involvement with Center Stage at Serenbe . His theatrical contributions have helped raise over $450,000 for Terra Academy. Notable productions led by John Mateyko include The Trial of Ebenezer Scrooge (2021), It’...

  John Mateyko , APMA®, WMCP™, RICP® , is a Fiduciary Financial Planner and Managing Partner at IDEX Financial . His expertise and leadership have been featured in leading publications including Forbes, Fortune, MarketWatch, Business Insider, TED, NY Weekly, CEO Weekly, LA Wire, Chicago Journal, San Francisco Post, and BuzzFeed . A Career Built on Experience After graduating from Augustana College in 1998 , John launched his financial career at Dean Witter in New York City in 1999. Over the next decade, he built a strong foundation as a Financial Advisor with firms such as Atlas Securities, US Bancorp, Chase, and Fifth Third Securities . In 2010, John founded IDEX Financial with headquarters at Zurich Towers in Schaumburg, IL. The firm’s success led to a major milestone in 2018—the acquisition of a financial planning practice in Atlanta, Georgia . Dedicated to continuous learning, John is currently pursuing the CIMA certification at the Yale School of Management and has earned...

John Mateyko has spent more than two decades building a respected career in finance, helping clients achieve their goals through personalized wealth management and retirement planning. Living in Serenbe, Georgia, John Mateyko has become known for his expertise, professionalism, and dedication to continuous learning. The academic foundation of John Mateyko was laid at Augustana College in Rock Island, IL, where he studied business and philosophy starting in 1994. This unique combination of studies gave John Mateyko the skills to navigate both the practical and ethical challenges of the financial world. Education has always remained a priority for John Mateyko . Over the years, he has earned several prestigious certifications that showcase his commitment to excellence. From The American College of Financial Services, John Mateyko earned the Wealth Management Certified Professional (WMCP) and Retirement Income Certified Professional (RICP) designations. He also achieved the Accredited...

  John Mateyko Financial Advisor and Managing Partner at IDEX Financial, is recognized for his expertise in guiding clients toward long-term financial success. His professional insights have been highlighted in Forbes, Fortune, MarketWatch, Business Insider, TED, NY Weekly, CEO Weekly, LA Wire, Chicago Journal, San Francisco Post, and BuzzFeed. After completing his studies at Augustana College, John Mateyko began his career in New York with Dean Witter. Over time, he advanced his expertise through leadership roles at Atlas Securities, US Bancorp, Chase, and Fifth Third Securities. These experiences established his reputation for guiding clients with clarity and vision. With a focus on providing independent financial planning, John launched IDEX Financial in Schaumburg, Illinois, before expanding into Atlanta, Georgia. His professional journey has also included contributions with John Mateyko PeachCap , further showcasing his dedication to modern wealth management solutions. John...

  John Mateyko , Managing Partner of IDEX Financial , encourages individuals and families to begin reviewing their estate plans now in anticipation of upcoming tax law changes. With exemptions expected to decrease and tax rates potentially rising, careful preparation can make a significant difference in protecting wealth and ensuring a smooth transfer of assets. Planning Opportunities Ahead While upcoming changes may create new challenges, they also highlight opportunities to take action today. By reviewing your current strategy, you can decide whether adjustments are needed to reduce exposure to estate taxes and provide greater security for your loved ones. Strategies That Can Help Spousal Lifetime Access Trust (SLAT): A way to transfer assets between spouses while excluding future growth from estate taxes. Provides flexibility for the beneficiary spouse but requires planning to ensure the donor spouse retains sufficient assets. Credit Shelter Trust (CST): Helps protect ass...

John Mateyko , APMA®, WMCP™, RICP®, is the Managing Partner of IDEX Financial and a dedicated fiduciary financial planner. His work and insights have been featured in major outlets including Forbes, Fortune, MarketWatch, Business Insider, TED, NY Weekly, CEO Weekly, LA Wire, Chicago Journal, San Francisco Post, and BuzzFeed . John’s career began soon after graduating from Augustana College in 1998 . By 1999, he was working with Dean Witter in New York City, laying the foundation for a career that would span over two decades. He went on to serve as a financial advisor at leading firms such as Atlas Securities, US Bancorp, Chase, and Fifth Third Securities—gaining expertise in guiding individuals and businesses toward long-term financial security. In 2010, John founded IDEX Financial in Schaumburg, Illinois, a firm built on the principles of trust and fiduciary responsibility. His vision and leadership led to the firm’s expansion into Atlanta, Georgia, in 2018 through the acquisitio...