A complete list of active advisors currently associated with The Mather Group, LLC

Warmer can help you find a great advisor at The Mather Group, LLC or one who fits your needs even better.

The Mather Group, LLC provides combined financial planning, investment management, tax and estate planning guidance, and family office services to primarily high‑net‑worth individuals, and also serves individuals, pension and profit‑sharing plans, trusts, estates, corporations and other entities. The firm manages accounts on both a discretionary and non‑discretionary basis and includes comprehensive written financial planning as part of its services. TMG’s investment approach is evidence‑based, combining fundamental, quantitative and systematic analysis and offering seven risk‑based asset allocation portfolios (Conservative through Aggressive Growth) along with a “Tax Synchronized Portfolio” philosophy that treats household assets holistically to seek improved after‑tax outcomes. Portfolios are customized through options such as direct indexing, stock index sleeves, bond ladders, ESG factor portfolios, concentrated stock management and access to private investment funds, with an Investment Committee that meets regularly to oversee model allocations and due diligence. Noteworthy features in the brochure include the firm’s use of third‑party AI and machine‑learning tools to assist in market data gathering and the creation of marketing and client communications, coupled with policies requiring human oversight and prohibiting client PII in open‑source AI, and the provision of periodic client reports via an unaffiliated performance‑report reconciler. The brochure also discloses a strategic private equity investment by Vistria while maintaining operational independence, and participation in referral programs such as Fidelity Wealth Advisor Solutions and the Robinhood Advisor Network, arrangements the firm describes and discloses as having potential conflicts or custody implications.

To learn more about the advisors currently working at The Mather Group, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.