Atlanta, GA Office
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The Mather Group, LLC
Multi-team
Firm-wide stats for The Mather Group, LLC
About
The Mather Group primarily serves high‑net‑worth individuals, family offices, trusts, corporations and other entities, offering combined financial planning, investment management, tax and estate planning guidance, and family office services. The firm provides both discretionary and non‑discretionary portfolio management and bundles planning, tax, and family office work into its comprehensive services program.
TMG follows an evidence‑based investment approach with seven risk‑based allocation models and tax‑synchronized portfolio construction, and it offers customization such as direct indexing, liability‑matching bond ladders, ESG factor portfolios, and concentrated stock management. The firm also uses third‑party AI and machine‑learning tools to gather market data and to assist in the creation of marketing and client communications, while stating that human oversight is required and that client PII is restricted from open‑source AI.
Distinctive features noted in the brochure include a strategic minority investment by private equity firm Vistria while retaining operational independence, active participation in referral programs (including Fidelity Wealth Advisor Solutions and the Robinhood Advisor Network) and an internal bonus plan tied in part to new client introductions, each disclosed as potential conflicts of interest. The firm additionally discloses bundled family office and estate‑document services delivered via third‑party providers, client reporting through the Orion portal for consolidated holdings, and the production of periodicals/newsletters as part of its client communications.
Based on The Mather Group, LLC
Expertise
Based on The Mather Group, LLC
Location
1180 Peachtree St NE
Atlanta GA 30309
Advisors at this office
3
Advisors at this office
Kevin A
CFP®, Series 66
Atlanta, GA
The Mather Group, LLC
Kevin Allman is a CFP® with 16 years of industry experience, currently serving as a financial advisor at The Mather Group, LLC since 2016. He is based in Atlanta, GA, and holds the Series 66 designation. Outside of his advisory role, he serves on the Board of Directors for the Financial Planning Association of Georgia as the Membership Engagement Director. The Mather Group primarily serves high-net-worth individuals, family offices, trusts, corporations, and other entities by offering comprehensive financial planning, investment management, tax and estate planning guidance, and family office services. The firm employs an evidence-based investment approach with customizable strategies and integrates advanced technology tools alongside human oversight.
Linda D
CFP®, Series 63, Series 65
Atlanta, GA
The Mather Group, LLC
Linda Dash is a CFP® with 19 years of experience in financial advisory roles. She is currently with The Mather Group, LLC and previously held positions at Charles Schwab and USAA. The Mather Group serves high-net-worth individuals, family offices, trusts, corporations, and other entities with integrated financial planning, investment management, tax, and estate planning services. The firm employs an evidence-based investment approach with customizable portfolios and incorporates AI and machine-learning tools under human oversight.
John R
Series 65, Series 63
Atlanta, GA
The Mather Group, LLC
John Ryan is a financial advisor with The Mather Group, LLC in Atlanta, GA, holding Series 65 and Series 63 licenses and one year of industry experience. His prior work includes roles at Morgan Stanley and Uber, as well as positions in various companies and academic institutions. The Mather Group serves high-net-worth individuals, family offices, trusts, corporations, and other entities by offering integrated financial planning, investment management, tax and estate planning guidance, and family office services. The firm uses an evidence-based investment approach with customizable risk-based allocation models and incorporates third-party AI tools alongside human oversight.
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