Barnett Financial became a part of The Mather Group, LLC (“TMG”) on May 29th, 2020. The Mather Group is a tech-forward, nationally recognized Registered Investment Advisor (RIA) providing tax, legal, investment, and comprehensive financial planning advice in a transparent and unbiased manner. TMG shares the same business values, investment philosophy, and commitment to integrity, transparency and high-touch service that has always served as the core foundation of our Barnett Financial business. We selected TMG as a partner for their breadth of services, fiduciary-only approach and staff of highly credentialed professionals who offer a more comprehensive approach to financial planning. TMG will deliver a deeper bench of professionals and resources, innovative technology and thought leadership, as well as operational efficiencies that’ll improve your overall client experience.

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The Mather Group


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TMG has the mature wealth-tech infrastructure to attract high net worth clients and the scale to deliver best-in-cl…
TMG acquires Resource Advisory Services, marking TMG’s third acquisition of 2020