Supporting companies, business owners and professionals in
pursuit of their goals.

For more than 24 years Matheis Team Financial has delivered a concierge service approach for individuals, families and businesses. Our knowledge and expertise is supported by our full, accredited financial planning and wealth management practice. In addition, we are an experienced, innovative, full-service consulting firm, providing employee benefits, compensation, organizational and human resources solutions to individuals, business owners and companies across North America. To read more click here.  

Group Health and Pension Benefit Consulting
Beginning with your corporate philosophy, we take a strategic partnering approach.
Read More


Human Resources Consulting
As employment issues are complex, employers often require knowledgeable support from an external source.
Read More

News

September 1, 2007

Harry Matheis quote from "Benefits and Pensions Monitor" magazine

Taken from the September 2007 issue of Benefits and Pensions Monitor magazine, this article features an insight into what industry experts think they have learned in 100 issues of the magazine.   read more

June 21, 2008

Business Health: Summer 2008

businesshealth: Summer 2008 Click on the titles below to view the full article   read more

March 21, 2008

Business Health: Spring 2008

businesshealth: Spring 2008 Click on the title to view the full article   read more

Headline News