Mathies Financial Partners - Englewood, Colorado

Dan J.

I have been retired for the last 5 years and in that time I have sought out and used various financial management companies. As a result I have been thoroughly pleased, extremely impressed and continually comforted with the level of service and trust provided by Mathies Financial Partners. Mathies Financial Partners are the GOLD STANDARD in Financial Management. I have now worked with Jeff and Steve for the majority of my time in my retirement. Besides being super friendly this company is incredibly responsive and accountable to you the customer. Mathies Financial Partners provide a level of excellence not seen elsewhere and most of all continually provide the education and insight to set you at ease. Go no further in your search for outstanding financial management.

Joyce J.

We are extremely satisfied with the service we have received from Mathies Financial Partners. Jeff, Jeff and Steve have a way of presenting the educational information and classes that help us understand our portfolio. We have been clients for over 5 years and continue to trust and appreciate the professional financial advise that we have received during this time. We highly recommend Mathies Financial Partners to anyone looking for a Financial Management Company to do business with. The peace of mind is worth it all.

Paul D. R.

We have worked closely with Steve Foltz and the Mathies Team for many years. They have always been very responsive to our needs and desires - always seeking to understand our priorities and facilitate the financial decisions that will best serve our objectives. We truly appreciate the extra effort they extend to educate all of their clients on market trends and investment choices, and provide timely advice for effective financial decisions. We would highly recommend Mathies to anyone searching for reliable and responsive financial services.

Bruce M.

We have been with Mathies Financial Partners for more than 10 years. Jeff Mathies is very professional and knowledgeable. With Jeff's help and knowledge, retirement income strategies were created and we are no longer worried about retirement income. By far, Jeff Mathies is the best financial planner. I recommend Jeff and his staff very highly.

Jessica K.

My family chose Steve @ Mathies Financial Partners to help us manage our finances and invest wisely for our future. We are a small family and realize the importance of saving and investing for our future and were looking for someone who could help advise us based on our needs.

Absolutely recommend Steve to anyone who is looking for an experienced and personable adviser who can support you in investing your hard earned money in a way that fits with your financial goals. Thanks!

Tonja M.

1/26/2021

We met Steve Foltz about 7 or so years ago. During these past years we have come to know Steve as a very professional, helpful and friendly person.
In the beginning, my wife and I had recently come together, as a couple, with the finances we brought to the table being predominantly mine. Nevertheless, Steve saw that my wife was included in all discussions and meetings. We viewed that as a very caring and astute way of doing business.
Steve and his firm have provided many educational opportunities for his clients to learn and participate in their own success by providing many free seminars and classes. Additionally, Steve’s group offers referrals to other professionals that have also provided much needed assistance. For example, Attorneys that prepare Trust documents. We view his firm as a retirement one stop shop where most all your needs can be met.
Steve is always available for discussions should a need arise. Also, he ensures that each year he touches base with his clients to perform a review of the past years results.
We continue to see Steve as a 5 Star performer and thoroughly enjoy our relationship with him. After all, if you are not getting 5 Star treatment where you are currently…why are you staying?

Lilah S.

Matthies Financial Partners is one of the best investment companies I have had the privilege of working with. They have provided us with educational classes to help us better understand more fully how investing works. They have advised us in helping make good financial decisions for our retirement years. Our experience with this company has been personable and very attentive in responding to our needs and questions. We so appreciate their knowledge and assisting us navigate through investing and making wise financial decisions.
Lilah Stoel

Gordon M.

I came to Mathies Financial Partners through Steve Foltz, who was a fellow Rotarian.

I was interested in meeting with Steve and Jeff Mathies because the Brokerage Form I had been with for a few decades contacted me only occasionally and when my agent did it was to suggest changes in my portfolio.

In order words, I always called them when I was concerned or scared or thought contact for reassurance was required.

I believe placing my life’s worth in someone’s hands is kinda like getting married, only without the passion. Trust is the key!

I had numerous early morning coffee shop meetings with Steve and Jeff before I decided to make the change.
Why did I switch?

During the lengthy and necessarily enlightening meetings we had I got to know these two gentlemen not just through their market resumes, projections or investment philosophies but as men who shared their core morality, their faith, their love of family and country.

In other words, I trusted them when they told me, “Our job is to help you learn how not to worry.”

That was 9 years ago.

I meet with Jeff and Steve, who is my financial coach, at least twice a year, sometimes more. I have a modest, uncomplicated portfolio. Steve and Jeff review it with me in detail and encourage me keep asking questions (that I feel embarrassment for because reveal my investment ignorance) until I understand what we are discussing and why I consider alternations or changes.

I think this methodology is the very nucleus of their being “coaches.”

I have taken their suggestions on numerous occasions because I have understood the pros and cons of each alteration and am able to truly make informed decisions based on their straight talk and that, as an investor, I know what my emotional risk ratio needs to be. That’s KEY!

Thus, I haven’t once worried during my tenure with Mathies Financial Partners.

My advice would be this: Meet with these guys. They’d really good people. Take the time to get to know a bit about their souls as well as their investment protocols. I think you might feel very comfortable in the Mathies FP family. ‘Cause that’s what it is, a family.