Expert Retirement Plans

Strategic plans designed for experts at the top of their field.

From navigating market volatility to managing complex compensation, we help high-performing professionals take control of their future.

Financial planning

Investment management

Tax strategy and compliance

Estate planning

Schedule your free investment audit today.

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You got the advanced degree. Now get a financial plan to match.

At TMG, we partner with professionals who expect more from their financial team. We combine deep technical knowledge with real-world insight to help you make sense of equity compensation, tax strategy, and long-term planning—so you can protect what you’ve built.

$14B+

AUM/AUA

13+

Years in business

75+

Expert advisors

12+

Locations nationwide

All-inclusive planning aligned with your goals.

Financial planning

Retirement strategies tailored to your unique goals.

Investment management

Portfolios built for your cash flow needs and long-term strategy.

Tax strategy and compliance

Personalized tax planning to reduce liabilities and support growth.

Estate planning

Minimizing long-term tax liability while maximizing your legacy.

So why work with TMG?

Expert retirement planning with transparent pricing and no commissions, just results.
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We understand the nuances of your career and the stakes of your decisions. We have extensive experience helping attorneys, physicians, and other professionals navigate complex financial decisions with clarity and confidence—without the sales pitch.

Get a free financial audit.

Advisors, not brokers.

We’re accountable to you and act in your best interests.

One transparent fee

No hidden costs. No commissions.

Team of experts

Get personalized service backed by specialized expertise.

Full-service financial planning

Investments, tax, and estate strategy under one roof.

National reach, local touch

TMG serves clients nationwide.

What our clients
 are saying

I am pleased to report my first year of retirement has been financially stress-free thanks to The Mather Group. Their advice is always timely and has a personal touch.

Leroy M.

They have extensive knowledge in the financial market and how to invest your money for the long term. Thanks to this team for making my life easier with financial planning.

Athens X.

I have always felt that they have my best interests in mind. If you call, they answer the phone. If you email, they email back. Highly recommended.

Patrick C.

Schedule your free  
investment audit

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