Brentwood, TN Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
105 Continental Place, Suite 110
Brentwood TN 37027
Advisors at this office
3
Advisors at this office
Christopher N
Series 63, Series 65, Series 66
Nashville, TN
The Mather Group, LLC
Christopher Nickoloff is a financial advisor at The Mather Group, LLC with 14 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. His prior experience includes roles at Peterson Tool Company, Safe-T-Cover, Independent Financial Partners, LPL Financial, Colony Park Financial Services LLC, and Merrill. The Mather Group primarily serves high-net-worth individuals, family offices, and corporate clients, providing financial planning, investment management, tax and estate planning, and family office services. The firm employs an evidence-based investment approach with customizable portfolio options and integrates AI and machine-learning tools alongside human oversight.
Tyler L
Series 65
Brentwood, TN
The Mather Group, LLC
Tyler Lamarre is a financial advisor at The Mather Group, LLC with a Series 65 designation and one year of industry experience. Prior to joining The Mather Group, he worked at Eugenias Advisory Group and held a position at the University of Houston. The Mather Group primarily serves high-net-worth individuals, family offices, trusts, corporations, and other entities, offering financial planning, investment management, tax and estate planning guidance, and family office services. The firm employs an evidence-based investment approach with customized portfolio options and integrates third-party AI and machine-learning tools under human oversight.
Logan G
CFP®
Brentwood, TN
The Mather Group, LLC
Logan Green is a CFP® professional with six years of industry experience, currently affiliated with The Mather Group, LLC. His prior experience includes roles at Point One Private Wealth LLC, Eugenias Advisory Group, Aramark, and Western Kentucky University. The Mather Group serves high-net-worth individuals, family offices, trusts, corporations, and other entities by providing integrated financial planning, investment management, tax and estate planning guidance, and family office services. The firm utilizes an evidence-based investment approach with customizable portfolio options and employs AI and machine-learning tools alongside human oversight in its processes.
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