Get to know a new kind of adviser

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 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.

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. 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 is not affiliated with any of the organizations listed below. 

The Mather Group

HOW SMART INVESTORS RETIRE™

                     Barrons Top 100 2019                          

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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… https://t.co/mLlTLj6sO8
TMG acquires Resource Advisory Services, marking TMG’s third acquisition of 2020 https://t.co/24OTvH2wZx