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Your full-service wealth partner.
At TMG, we help individuals, couples and families make financial decisions that enable them to live the life they dream of—one that aligns with their values, goals and what matters most.

As a fiduciary, our fee-only model means more of your money stays working for you. Our comprehensive services include financial planning, investment management, tax strategy, and estate planning, all for a transparent fee—no commissions or hidden costs. We provide personalized guidance through life’s transitions so you can spend less time planning and more time living.

For women navigating unique financial journeys, Women Forward offers focused expertise and support.

Women Forward at TMG
Financial planning
We build customized strategies to help you address  current blind spots and achieve your unique financial goals with confidence.
We’ll inventory your balance sheet, cash flows, insurance needs, tax documents and estate plans, and create a dynamic financial framework that grows with you, while annual performance reviews help ensure your plan stays on track.
Retirement planning
Risk mitigation
Debt management
Budget and cash flow
Investment management
We use in-depth research to craft low-cost, tailored portfolios that match your risk tolerance, whether you’re focused on income or growth.
Our investment models adapt to your lifestyle and market changes, and we regularly review fees, performance, and volatility to keep you on track toward retirement goals.
Income generation
Risk-based portfolios
Fund governance
Fiduciary duty
Tax strategy
Our expert in-house CPAs and tax professionals help reduce long-term tax liabilities through cash flow modeling and in-depth tax return reviews. We leverage our deep understanding of your corporate benefits to reduce taxes effectively, and specialize in stock option optimization and tax loss harvesting.
As your portfolio generates income alongside pensions, Social Security, and other sources, we coordinate distributions and tax withholdings to simplify and streamline your retirement income strategy.
Income tax reduction
Benefits optimization
Tax-loss harvesting
Stock option exercises
Estate planning
We develop estate plans based on your unique goals and a comprehensive knowledge of your financial situation and available benefits.
Our CPAs and tax professionals work together with estate planning attorneys to create a plan that aligns with your wishes and minimizes tax impacts, as saving on income tax during retirement could impact your beneficiaries in the future. We help ensure minimal tax liability while maximizing your legacy.
Power of attorney
Tax minimization
Wills and trusts
Asset protection
TMG difference
Your why powers your future.
You deserve more than just money management. Your financial plan should be grounded in your purpose and values. That’s why we start by defining your why. We create space for you to consider what’s important in your life, then build your strategy to support your unique journey. That’s why-powered wealth management.
Discover our story
TMG difference
Your why powers your future.
That’s why we start by defining your why. We create space for you to consider what’s important in your life, then build your strategy to support your unique journey.
Discover our story
Tailored approach
How we work together
Our process is designed to make your financial journey more meaningful and transparent.
Discover your why
We begin by creating space for you and your family to have these conversations. We’ll identify your goals and values, and define a vision for the future.
Audit your current financial plan
Our process identifies any blind spots and hidden fees in your current strategy to determine what changes must be made to build a plan around your needs.
Build financial strategies tailored to you
Our holistic approach integrates every aspect of your finances, investments, tax strategies and estate planning, so it all works seamlessly for you.
Continuously adapt to your needs
Your plan evolves with you. We conduct regular reviews to ensure your strategies stay aligned with life changes, financial goals, and new dreams.
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Our team
You don’t get one advisor. You get The Mather Group.
We offer personalized service backed by specialized expertise. With a single point of contact, you gain access to a dedicated team of experts, ensuring the right advisor is always available to support you. Our all-inclusive approach simplifies complex financial planning, covering investment, tax, and estate management, so you can focus on what truly matters.
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How to build a retirement plan that works.
Growing wealth and managing it in retirement are fundamentally different. Discover what changes in the shift from accumulation to preservation with our Why-powered Retirement Roadmap.
Explore the roadmap
TMG difference
Your why powers your future.
That’s why we start by defining your why. We create space for you to consider what’s important in your life, then build your strategy to support your unique journey.
Discover our story
Expat services
Your why powers your future.
Whether for work, retirement, or adventure, moving abroad can mean new challenges.  Managing your new tax and financial situation shouldn’t be one of them. Our in-house advisors, CPAs and tax professionals can guide you through the expatriate journey, providing customized, tax-efficient financial solutions and helping you create the  life you dream of, anywhere.
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Let’s build your financial future today.
Experience purpose-driven financial management designed around you and your family. Get a free investment audit today to discover the TMG difference.
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© 2026 The Mather Group. All Rights Reserved.
*TMG’s Estate Planning services are provided through unaffiliated licensed estate planning services and attorneys partnered with TMG. TMG does not provide legal advice.
*TMG does not have practicing estate planning attorneys or provide legal advice.
© 2026 The Mather Group. All Rights Reserved.
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