Bellevue, WA Office

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.