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Why-powered

wealth management.

Building your financial future around your unique why—clarity and purpose in every decision.

Will I have enough money in retirement?

Can I leave my kids a legacy?

If something happens to me, will my family be ok?

Can I travel the world?

Expert retirement planning
with transparent pricing and
no commissions, just results.

At TMG, you don’t get one advisor, you get The Mather Group. With direct access to a team of experts in financial planning, investment, tax, and estate management, all with transparent pricing.

$14B+

AUM/AUA

13+

Years in business

75+

Expert advisors

12+

Locations nationwide

Click here for more information about award methodology, any fees paid by TMG, and potential conflicts of interest.

Holistic services

Your full-service  
wealth partner.

Our integrated approach can address every aspect of your finances, so your goals align to deliver a seamless, efficient experience without juggling multiple providers. Because money is already complicated enough.

Financial planning

Our customized retirement planning strategies help you address any current blind spots and achieve your unique financial goals with confidence.

Investment management

Expertly designed portfolios tailored to meet your cash flow needs, featuring annual reviews and tax-efficient withdrawal strategies.

Tax strategy and compliance

Our in-house CPAs and tax professionals deliver proactive, personalized tax solutions through detailed planning and preparation to minimize liabilities and maximize performance.

Estate planning

We create comprehensive estate plans that help protect and extend your legacy across generations by minimizing probate expenses and estate taxes.*

Explore our services

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.

Meet our team

Simple pricing

Commission-free financial expertise.

Our straightforward fee structure is built on transparency and integrity, so you can step into your financial future with confidence and peace of mind.

Free investment audit

Discover the true cost of your investment portfolio with our free audit. We’ll identify gaps in your current strategy and find any hidden fees you’re paying to show you the TMG difference.

Fiduciary responsibility

Fiduciaries like The Mather Group are registered as Investment Advisers, not brokers. We’re accountable to you, and it’s our responsibility to always put your best interests first.

Transparent fee structure

You’ll never be caught off guard by hidden expenses. Our commission-free, fee-only index approach means more of your money stays where it belongs—in your investments, working for you.

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