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John Mateyko

Professional overview

About John Mateyko

John Mateyko lives in Serenbe, Georgia, and has been working in the finance industry for his entire career. With over two decades of experience, John is an expert in his field with an extensive knowledge of finance and investing. He began his higher education journey in 1994 at Augustana College in Rock Island, IL. There, he studied business and philosophy, which prepared him well to navigate the corporate world and the ever-changing business and finance environment.

Since graduating from college, John Mateyko has prioritized his education, staying up-to-date on industry trends and changes over the years to continue to provide the best possible services to his clients. As a part of this effort, John has earned multiple certifications. He took financial planning courses from The American College of Financial Services to become a Wealth Management Certified Professional (WMCP) and a Retirement Income Certified Professional (RICP). He also attended the College for Financial Planning to become an Portfolio Management Advisor (APMA) and completed the Yale School of Management Certified Investment Management Analyst (CIMA) certificate program. These efforts have given him a solid foundation from which to advise his clients on financial planning and investment decisions.

With over twenty years of experience in financial planning and advising, John Mateyko has had the opportunity to work with quite a number of firms and organizations. These have included Morgan Stanley, Atlas Securities, JP Morgan Chase, and Fifth Third Securities. Currently, he is a Managing Partner and Fiduciary Financial Planner at IDEX Financial. Throughout his various roles, John has established a strong track record for being a high-performing advisor. He has often been ranked among the top representatives in his companies and has earned recognition for his efforts, including earned merit trips to a variety of locations. These have included Disney World, Lake Tahoe, and Hawaii. He is skilled at acquiring new clients, driving sales, and managing large portfolios efficiently.

In his current role, John Mateyko’s focus is on helping clients create retirement income plans. Retirement planning can be overwhelming and confusing, and John loves helping his clients navigate the process and prepare themselves well to be able to enjoy their retirement years to the fullest. As an RICP, he has completed one of the most comprehensive programs on sustainable retirement income. This has given him a wealth of practical information to help each client make informed choices based on their given situation. John is skilled at approaching each client’s unique needs and helping to create personalized plans that can help set them up for success. 

Outside of his professional role, John Mateyko loves spending time with his family. He is married and has a son, and loves getting to explore new and familiar places with them. Some of their favorite destinations are Serenbe, an idyllic urban village in rural Georgia, and Old Town in Chicago, which is full of unique boutique shops and excellent restaurants. John also spent time as a youth basketball coach. He is passionate about wellness and their beloved family dog, Rosco, who they have entered in local dog shows.

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