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Top RIAs in America

Financial Advisor

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Services

Your full-service
wealth partner.

As a fiduciary, our fee-only model directs more of your money toward investments, with no commissions or hidden fees. We provide personalized guidance through the financial and lifestyle shifts of retirement, supporting a smooth transition and sustained growth for your long-term success.

Services

Your full-service
wealth partner.

As a fiduciary, our fee-only model directs more of your money toward investments, with no commissions or hidden fees. We provide personalized guidance through the financial and lifestyle shifts of retirement, supporting a smooth transition and sustained growth for your long-term success.

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 models

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

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

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

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.

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.

Expat services

Financial planning  
for a life abroad.

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.

Let’s start building your
financial future today.

Experience purpose-driven financial management designed around you and your family.

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© 2024 The Mather Group. All Rights Reserved.

*TMG does not have practicing estate planning attorneys or provide legal advice.

*TMG does not have practicing estate planning attorneys or provide legal advice.

© 2024 The Mather Group. All Rights Reserved.

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