johnmateykofinancialadvisor

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John Mateyko - Experienced Financial Advisor and IDEX Founder

John Mateyko is a highly respected financial advisor based in Serenbe, Georgia, known for his dedication to guiding clients through the complexities of wealth management. He serves as a broker with Peachcap Securities and an investment advisor with Peachcap Tax & Advisory Services, while also leading IDEX Financial as its founder and managing partner.

At IDEX Financial, John Mateyko promotes a collaborative and forward-thinking approach to financial planning. “We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available,” reflects the firm’s philosophy. This approach ensures clients receive strategies tailored to their unique needs and long-term aspirations.

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John Mateyko Delivers Trusted Financial Guidance for Long Term Success

John Mateyko is a highly regarded financial advisor based in Serenbe, Georgia who is dedicated to helping clients create and protect wealth. John Mateyko works with Peachcap Securities and Peachcap Tax & Advisory Services and is the founder and managing partner of IDEX Financial.

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John Mateyko Builds Lasting Client Relationships Through Strategic Financial Guidance

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.

[johnmateykofinancialadvisor]

John Mateyko is a trusted financial advisor based in Serenbe, Georgia who is dedicated to guiding individuals and families toward achieving their financial goals. He works with Peachcap Securities and Peachcap Tax & Advisory Services and is the founder and managing partner of IDEX Financial.

[johnmateykofinancialadvisor]

John Mateyko Delivers Trusted Financial Guidance for Long Term Success

John Mateyko is a highly regarded financial advisor based in Serenbe, Georgia who is dedicated to helping clients create and protect wealth. 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 leads a team that takes a proactive and client-focused approach to financial planning. He believes in developing strategies that reflect each client’s personal goals while remaining adaptable to changing circumstances.

John Mateyko has earned extensive experience through his work with respected financial institutions, building strong expertise in investment planning, asset management, and wealth preservation. His professional qualifications and multi-state licensing enable him to serve a wide range of clients across the country.

Through his commitment to integrity, professionalism, and excellence, John Mateyko continues to guide individuals and families toward financial security and long-term success.

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John Mateyko, APMA®, WMCP™, RICP® on Estate Planning Trends in 2024

We’re halfway through the year—a perfect time to step back and ask: Is my estate plan still doing what I need it to do? If you haven’t reviewed it lately, now might be the time. According to John Mateyko, Managing Partner at IDEX Financial, looming tax law changes could reshape the estate planning landscape—and how much wealth you’re able to pass on to your loved ones.

Estate planning isn’t just a financial exercise. It’s about protecting your values, supporting your family, and preserving your legacy.

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John Mateyko, APMA®, WMCP™, RICP® on Estate Planning Trends in 2024

As we move through the year, now is a smart time to reassess your estate planning strategy. With potential tax changes on the horizon, John Mateyko, Managing Partner at IDEX Financial, encourages individuals and families to take a closer look at their financial plans and ensure they are positioned for the future.

Estate planning is about more than just passing on wealth—it’s about making sure your legacy is protected and your loved ones are supported.

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John Mateyko, APMA®, WMCP™, RICP® on Estate Planning Trends in 2024

As the year unfolds, it’s an ideal moment to review your estate plan and make sure it reflects your financial goals and the legal landscape ahead. John Mateyko, Managing Partner at IDEX Financial, shares important updates and estate planning strategies to help you prepare for potential tax changes and protect your legacy.

If you’re considering an update or unsure about how future changes could affect your estate, John Mateyko encourages you to start planning today.

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John Mateyko, APMA®, WMCP™, RICP® on Estate Planning Trends in 2024

As the financial landscape continues to evolve, so should your estate plan. With potential tax changes on the horizon, now is a smart time to take a fresh look at your estate planning strategy. John Mateyko, Managing Partner at IDEX Financial, urges individuals and families to stay ahead by ensuring their plans are aligned with their long-term goals and today’s regulatory climate.

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John Mateyko, APMA®, WMCP™, RICP® on Estate Planning Trends in 2024

As tax laws shift and financial priorities evolve, estate planning is once again coming into sharp focus. John Mateyko, Managing Partner at IDEX Financial, urges families and individuals not to wait until it’s too late to secure their legacy.

“Estate planning isn’t just about preparing for the unexpected,” says Mateyko. “It’s about making clear, confident decisions that protect your loved ones for years to come.”

Upcoming Changes Could Affect Your Estate

The current federal estate tax exemption is set to drop significantly, meaning many estates that are currently exempt could soon be subject to taxation. Proposed legislation may also increase estate tax rates—posing a real threat to how much of your wealth is preserved for your family.

John Mateyko points out that this isn’t just a concern for the ultra-wealthy. “People who wouldn’t have paid estate taxes under current law may suddenly find themselves affected. Acting now can make all the difference.”

Strategies That Help You Stay Ahead

There’s no one-size-fits-all approach to estate planning, but several tried-and-true strategies can help mitigate future tax exposure. John Mateyko outlines a few valuable tools his clients are using to strengthen their plans:

1. Spousal Lifetime Access Trust (SLAT)

A SLAT allows one spouse to move assets out of their taxable estate by placing them into a trust that benefits the other spouse. This not only reduces the size of the estate but can also preserve access to the funds indirectly.

2. Credit Shelter Trust (CST)

This trust takes advantage of the estate tax exemption of the first spouse to die. The assets in the CST can benefit the surviving spouse, but when passed on to heirs, they avoid being taxed again. This can be a smart move for couples seeking long-term estate tax relief.

3. Permanent Life Insurance

Life insurance isn’t just about protection—it’s a planning tool. The death benefit is typically excluded from your estate’s taxable value, and the policy can provide much-needed liquidity for covering taxes or supporting heirs. “It’s an often-overlooked but powerful way to ensure your plan works when it matters most,” says Mateyko.

Estate Plans Aren’t Static—Keep Yours Updated

Tax law changes, family developments, or shifts in financial goals are all reasons to revisit your estate plan regularly. According to John Mateyko, reviewing your plan every 2–3 years—or after any major life event—is a good rule of thumb.

"Many people create a plan and forget about it. But even small changes in the law can have a big financial impact," he says.

Who Is John Mateyko?

John Mateyko is the founder of IDEX Financial, a boutique wealth management firm serving clients in Georgia and beyond. Known for his transparent, education-first approach, John helps individuals and families create financial plans that reflect their values and goals.

With a deep background in retirement and estate planning, he’s built a reputation as a trusted advisor who offers clear strategies, not one-size-fits-all advice.

About IDEX Financial

Originally founded in Chicago, IDEX Financial now serves clients from the wellness-driven community of Serenbe, Georgia. The firm focuses on custom estate and retirement planning—helping clients protect what matters most while navigating an ever-changing financial world.

At IDEX, the goal is simple: to provide clarity, confidence, and control over your financial future.

Final Thoughts: Small Steps, Lasting Impact

Estate planning isn’t about fear—it’s about preparation. By taking a proactive approach today, you can ensure that your loved ones are supported, your wishes are honored, and your wealth is preserved.

John Mateyko and his team at IDEX Financial are ready to guide you through the changes ahead with thoughtful, strategic advice. If you're unsure where your current estate plan stands—or if you need to start one—now is the time to take that first step.

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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.

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John Mateyko

John Mateyko, Managing Partner of IDEX Financial, has spent over two decades helping individuals and businesses achieve financial security. Based in the serene community of Serenbe, Georgia, John specializes in building sustainable retirement income strategies and tailoring solutions to meet each client’s unique financial goals. With his extensive background — spanning top firms like Morgan Stanley, US Bank, and JP Morgan Chase — John brings trusted expertise to the world of retirement planning.

[johnmateykofinancialadvisor]

John Mateyko

John Mateyko brings over 20 years of financial planning experience to the table, specializing in customized retirement income strategies for both individuals and businesses. As the Managing Partner of IDEX Financial, based in Serenbe, Georgia, John has helped countless clients navigate the complex world of retirement planning with clarity and confidence. His impressive background includes leadership roles at major institutions like Morgan Stanley, US Bank, and JP Morgan Chase, giving him deep insight into both traditional and modern financial strategies.

In 2024, John is urging businesses to rethink their approach to retirement benefits—particularly their 401(k) offerings. A strong 401(k) plan is more than just a retirement tool; it’s a critical asset in today’s competitive job market. According to John, the following five best practices can significantly enhance a company’s retirement program and deliver long-term value to both employers and employees:

1. Implement Automatic Enrollment

Making retirement plan participation the default significantly boosts engagement. Research shows that 84% of employees remain enrolled in auto-enrollment plans, compared to just 37% in opt-in plans. It’s a simple change that leads to big results.

2. Offer Competitive Matching Contributions

Employer matches not only encourage employees to save but also signal a company’s commitment to its workforce. On average, companies offer a 4.5% match, which can dramatically improve retirement readiness and employee satisfaction.

3. Provide Financial Education Resources

Financial literacy is key to maximizing plan benefits. From webinars to one-on-one sessions, companies that offer ongoing education empower employees to make well-informed financial decisions.

4. Include ESG-Focused Investment Options

The next generation of investors wants their money to align with their values. 52% of Millennials already invest in ESG (Environmental, Social, and Governance) funds, far outpacing older generations. Including ESG options makes your 401(k) plan more relevant and attractive.

5. Reduce Fees Wherever Possible

Lower plan fees mean higher long-term returns for employees. Businesses that offer low-cost investment options demonstrate a true commitment to maximizing retirement outcomes.

John Mateyko’s Professional Credentials

John’s financial journey began at Augustana College, where he earned his degree in business. Since then, he has accumulated a wide range of industry certifications, including:

Wealth Management Certified Professional (WMCP)

Retirement Income Certified Professional (RICP)

Accredited Portfolio Management Advisor (APMA)

Currently, he is pursuing the Certified Investment Management Analyst (CIMA) designation through the Yale School of Management, further expanding his capabilities in investment management. As a fiduciary financial planner, John is legally and ethically committed to acting in the best interests of his clients.

About IDEX Financial

Founded by John in 2010, IDEX Financial began as a boutique investment firm in Chicago. After expanding to Atlanta in 2018, the firm relocated to Serenbe, Georgia in 2020, where it now serves clients nationwide. IDEX focuses on helping individuals and businesses craft personalized, goal-driven retirement plans supported by proactive guidance and fiduciary integrity.

Outside the office, John and his family are active members of the Serenbe community—a rural wellness village known for its commitment to sustainability, health, and quality of life. This unique setting mirrors John’s holistic approach to financial planning: purposeful, balanced, and people-centered.

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John Mateyko

John Mateyko a proud alum of Augustana College, class of '98, began his illustrious journey in the financial industry with Dean Witter in New York City in 1999. He has since lent his expertise as a Financial Advisor to some of the nation's premier financial institutions, including Atlas Securities, US Bancorp, Chase, and Fifth Third Securities.

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John Mateyko on The Growing Demand for Customizable Retirement Plans

John Mateyko’s journey in the world of finance began in the late 1990s when he embarked on his career as a Financial Advisor trainee at Dean Witter Reynolds. After graduating from Augustana College in ’98, Mateyko quickly found himself in the bustling financial hub of New York City. As the years rolled on, he honed his expertise, working for some of the country’s largest banks, including World Savings, US Bank, Chase, and Fifth Third.

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John Mateyko on The Growing Demand for Customizable Retirement Plans

John Mateyko journey in the world of finance began in the late 1990s when he embarked on his career as a Financial Advisor trainee at Dean Witter Reynolds. After graduating from Augustana College in ’98, Mateyko quickly found himself in the bustling financial hub of New York City. As the years rolled on, he honed his expertise, working for some of the country’s largest banks, including World Savings, US Bank, Chase, and Fifth Third.