Mathies Financial Partners is an investment adviser licensed in the State of Colorado and an insurance agency also licensed in the State of Colorado. All investment advisory services including financial planning are offered through this entity. Its Form ADV II contains important information and is available upon request.


Mathies Financial Partners does not provide legal, tax, or accounting advice. We recommend you consult your own attorney, tax advisor, or accountant concerning the interpretation and revision of tax laws and regulations.

1. This website may include forward-looking statements. All statements other than statements of historical fact are forward-looking statements (including words such as “believe,” “estimate,” “anticipate,” “may,” “will,” “should,” and “expect”). Although we believe that the expectations reflected in such forward-looking statements are reasonable, we can give no assurance that such expectations will prove to be correct. Various factors could cause actual results or performance to differ materially from those discussed in such forward-looking statements.”

2. “Performance is not indicative of any specific investment or future results. Views regarding the economy, securities markets or other specialized areas, like all predictors of future events, cannot be guaranteed to be accurate and may result in economic loss to the investor.”

3. Investment in securities, including mutual funds, involves the risk of loss.

4. Nothing on this website is intended to be nor should be construed as individual investment advice.

Video and Audio Disclaimer

Past performance is no guarantee of future results.

All investing involves risks and costs and clients may experience a loss. Your advisor/coach can provide you with more information about the risks and costs associated with specific programs/investments. Additional information can be obtained from the Mathies Financial Partners website and any third party money manager recommended by Mathies Financial Partners as well as mutual fund prospectuses and other reports related to your investments.

Videos and audios on this site are based on the views of Mathies Financial Partners. Other persons may analyze investments and approach investing from a different perspective from that reflected in these videos. Nothing included herein is intended to infer that the approach to investing espoused in this video or audio will assure any particular results.

Actual results of accounts/assets under Mathies Financial Partner’s management may differ materially from results shown herein because of differences in the account inception dates, account restrictions and asset acquisition dates. Also, it is not possible for any account performance to precisely match an index since indexes are unmanaged and investors cannot invest directly in any index.