Navigating Wealth with John Mateyko: A Journey in Fiduciary Financial Planning A seasoned professional with over two decades of experience, John Mateyko shines brightly in the financial planning and investing arena. Currently residing in the unique rural community of Serenbe, Georgia, his journey stretches from modest origins as a graduate of Augustana College – class of ’98, studying business and philosophy, to the reputable status he holds as an Accredited Fiduciary Financial Planner and Managing Partner at IDEX Financial. Mateyko’s career took flight in the world of finance at Dean Witter in 1999, in the bustling hub of New York City, laying the groundwork for a vibrant career that encompassed renowned financial institutions like Atlas Securities, US Bancorp, Chase, and Fifth Third Securities. His impeccable ability to gain clients, manage expansive portfolios, and drive profitable growth frequently placed him among top performers in these organizations, demonstrating his aptitude in the field. In 2010, Mateyko took a monumental step and founded IDEX Financial in the Zurich Towers of Schaumburg, IL. He broadened the company’s reach in 2018, expanding into Atlanta, Georgia through the acquisition of a financial planning practice. Mateyko’s relentless pursuit of excellence is demonstrated through his extensive list of certifications. He holds the titles of a Wealth Management Certified Professional (WMCP), a Retirement Income Certified Professional (RICP), and an Accredited Portfolio Management Advisor (APMA), and is currently studying for the CIMA through the Yale School of Management. These recognitions, from esteemed institutions like the College for Financial Planning and The American College of Financial Services, underscore his commitment to continuous education and mastery in financial planning. Beyond his professional life, Mateyko is deeply integrated into his community. He founded the Serenbe Athletic Association in 2021, acting as Commissioner for the co-ed leagues of Chicago-style Softball and Kickball. His involvement isn’t limited to sports; Mateyko has also demonstrated a passion for the arts. He was Christian Bale’s part-time stand-in on Batman Begins (’05) and Public Enemies (’09). He even founded the SMZ
Community Theater Group to raise funds for Acton Academy in Serenbe, raising an impressive $451,000 to date. His adventures also span the globe; alongside his wife Slavyana, whom he proposed to at Neuschwanstein Castle in Germany, they have experienced honeymoons and babymoons in picturesque locales like the Amalfi Coast, Rome, and Lake Como. An outdoor enthusiast, Mateyko has dived in the Philippines, Hawaii, Mexico, Costa Rica, Italy, Portugal, and even the whale shark exhibit in the Georgia Aquarium. He was also part of the victorious foredeck crew in the Midwinters San Francisco Bay Race. John Mateyko’s life story paints a picture of a man who masterfully balances his career in finance with a passion for community involvement and a zest for life. His journey, from Zurich Towers to his home in idyllic Serenbe, Georgia, stands as a testament to his dedication, expertise, and a life lived to the fullest.
