Get to know a new kind of advisor

We built The Mather Group from the ground up to put all of our experience and expertise to work for one purpose—the interests of our clients.

Within Wall Street firms, there is a culture of profits placed before a client’s best interest. Where advisors are pressured to sell products simply to increase revenue. We chose a new model by breaking away from Wall Street and created a culture focused on giving sound advice.

We also wanted to provide a complete retirement plan—including expert tax planning. For successful executives preparing for retirement, sound tax advice in combination with investment strategy is often their greatest need. Wall Street can’t do that.

By removing the pressure to sell products, and creating a total focus on serving clients, we’ve built a culture that attracts talented investment professionals who are service oriented, not profit-hungry. The Mather Group’s focus is on our clients and their success.

“The Mather Group’s focus is exclusively on our clients and their success.”
We believe in giving back to the communities we serve.
Learn about our commitment to philanthropy

Meet your team of dedicated professionals

At The Mather Group, we believe in giving back to the communities we serve. These are some of the non-profit organizations we support.

The Mather Group

HOW SMART INVESTORS RETIRE™

FT 300 Advisers   Barrons Top 1200 Advisers

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News Release | The Mather Group Acquires Berman Advisors (link: https://t.co/SrNVYURRKQ)