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 perception of a culture where profits are placed before a client's best interest. Where advisers 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

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1978 - 2020

In a highly distinguished career, Stewart Mather founded TMG out of a passion for providing clients a clear path to retirement and ensuring them a fulfilling "second act".

In 2011, Stewart left Morgan Stanley with $150 million in assets under advisement (AUA). Today, TMG has grown to more than $6.8 billion in assets under advisement (AUA), and $5.6 billion in assets under management (AUM). Headquartered in Chicago with offices in Atlanta, Austin, Dallas, Houston, Knoxville, the Philadelphia area, and a presence in the San Francisco Bay area, Stewart built a fiduciary-only firm over the last nine years serving affluent and ultra-affluent families and individuals.

In September 2020, Barron's ranked TMG in its 2020 list of the top 100 RIA firms in the United States. Stewart eventually was named by Barron's as one of the Top 100 Independent Financial Advisors in the U.S., and in 2018 was recognized on Forbes' 2018 Top 250 Advisor list and the Financial Times Top 300 Financial Advisers list for three consecutive years. TMG was recently named one of 2020’s Top 15 RIA Leaders by Financial Planning, claimed the number one spot on Financial Advisor Magazine's Fastest-Growing RIA Firms in 2019, and ranked 14th on Forbes Top 100 Wealth Managers list in 2019.

His resume tells only a part of the story. As all who knew him can attest, Stewart was one of the kindest most decent people who walked through the doors of TMG, with no ego and only the enthusiasm to drive the business to deliver the best possible experience to clients. He touched many lives with his wisdom, humility, and generosity. He was committed to the very highest principles of integrity, fairness, and TMG being a family and employee-owned wealth management firm.

Stewart displayed courage, humor, determination, and an unforgiving spirit, while enduring surgeries and treatments to battle his Cholangiocarcinoma or Bile Duct cancer. While growing TMG, he exhibited these same characteristics which helped to build a world class leadership team to carry-on his vision and legacy for the firm and its clients, should he ever pass. As a result, Stewart recognized that it was time to institutionalize the business and strengthen its executive structure and in 2019 brought on Chris Behrens to be CEO stating that "With plans to expand into five new markets in 2020, Chris's leadership will position the firm for our next phase of strategic growth. His proven track record and breadth of experience in scaling businesses through technology, innovation, and organization design and structure will be a great asset for The Mather Group." Going forward, Chris will continue to work closely alongside the entire TMG team to build on the strong momentum driven by the firm's core business.

TMG itself is part of Stewart's legacy. His passing is a loss for his family, for all his former colleagues, for the wealth management industry, and his loved ones and friends. We will forever be grateful for the examples he set for all of us and know that his spirit will live on.

With our deepest thanks and most caring thoughts,

The TMG Team

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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