John Mateyko

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...

  John Mateyko is a respected financial advisor based in Serenbe, Georgia who is committed to helping clients achieve their financial aspirations. John Mateyko works with Peachcap Securities and Peachcap Tax & Advisory Services and is the founder and managing partner of IDEX Financial . At IDEX Financial, John Mateyko focuses on a personalized and forward-thinking approach to financial planning. His method ensures that each client’s unique goals are understood and supported with strategies designed to adapt over time. John Mateyko has built an impressive career through experience with well-known financial institutions where he developed strong expertise in investment planning, wealth preservation, and portfolio management. His dedication and industry knowledge allow him to serve clients in many states across the country. Through his leadership and commitment to excellence, John Mateyko continues to provide guidance that empowers clients to make informed decisions and ...