About The Mather Group, LLC
The Mather Group, LLC (TMG) is a leading financial advisory firm that provides comprehensive wealth management solutions to clients. With over 30 years of experience in the industry, TMG has established itself as a trusted partner for individuals and families seeking to achieve their financial goals.
How does the advisor help clients – Key Takeaways:
- Provides personalized financial planning and investment management services
- Uses a holistic approach to understand client’s financial needs and goals
- Creates customized investment strategies based on risk tolerance and financial objectives
- Offers ongoing support and proactive communication to keep clients informed and up-to-date
Facts and Insights
As of March 2021, TMG has $3.5 billion in assets under management (AUM), with a team of 36 experienced advisors dedicated to helping clients achieve their financial aspirations. With a strong track record of delivering results and a client-focused approach, TMG has built a solid reputation in the financial industry.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Number of Advisors | Total Assets Under Management |
|---|---|---|
| 1987 | 36 | $3.5 billion |
Financial Services Offered
- Personalized Financial Planning
- Investment Management
- Retirement Planning
- Estate Planning
- Tax Planning and Management
- Insurance and Risk Management
- Charitable Giving
Client Types
TMG caters to a diverse clientele, including high-net-worth individuals, affluent families, and business owners. They also work with foundations, endowments, and retirement plans to provide institutional-level wealth management services.
Fees & Compensation
TMG operates on a fee-only basis, meaning they do not earn commissions or receive compensation from any third-party products. They are committed to providing transparent and unbiased advice to their clients and are compensated solely based on the value of assets under management.
Background
The founder of TMG, Stewart Mather, has over 30 years of experience in the financial industry. He has assembled a team of top-rated advisors who are all committed to delivering exceptional service and building long-term relationships with clients. TMG has offices in five locations across the United States, including Houston, Chicago, Dallas, Atlanta, and San Francisco.
Financial Advisor Disclosures to Know
TMG adheres to strict ethical standards and is committed to always acting in the best interest of their clients. They have a clean regulatory record with no disciplinary actions or sanctions reported by any regulatory body.