Choosing a financial professional can feel overwhelming, especially when many titles sound similar but carry different responsibilities. Two of the most commonly misunderstood roles are fiduciaries and brokers. While both may help individuals navigate financial decisions, the standards under which they operate are not identical.
John Mateyko, APMA®, WMCP™, RICP®, is a Fiduciary Financial Planner and Managing Partner at IDEX Financial. His career in financial services spans more than two decades and includes experience with several major financial institutions before founding IDEX Financial in 2010.
This article explores the differences between fiduciaries and brokers, why those distinctions matter, and how professionals such as John Mateyko approach financial planning through a fiduciary framework.
