Dallas, TX Two Lincoln Centre, 5420 Lbj Freeway Office
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The Mather Group, LLC
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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
Two Lincoln Centre, 5420 Lbj Freeway, Suite 535
Dallas TX 75240
Advisors at this office
4
Advisors at this office
Brian L
CFP®, Series 66
Dallas, TX
The Mather Group, LLC
Brian Lane is a CFP® with 10 years of experience in the financial advisory industry. He currently works at The Mather Group, LLC and previously held roles at Morgan Stanley and JP Morgan. Outside of his advisory work, he is engaged as a contractor for Uber in the automotive and transportation sector. The Mather Group serves high-net-worth individuals, family offices, trusts, corporations, and other entities, providing integrated financial planning, investment management, tax and estate planning, and family office services. The firm uses an evidence-based investment approach with customizable strategies and incorporates AI tools for market data and client communications while maintaining human oversight.
Jack B
CFP®, Series 63, Series 65
Dallas, TX
The Mather Group, LLC
Jack Barker is a CFP® with seven years of industry experience, currently serving clients at The Mather Group, LLC in Dallas, TX. His prior roles include positions at EQ Wealth Advisors, FSC, BFS Advisory Group, and Fidelity Brokerage Services LLC. The Mather Group primarily serves high-net-worth individuals, family offices, trusts, corporations, and other entities, providing integrated 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 leverages AI and machine-learning tools with human oversight.
Matthew G
CFP®, Series 63, Series 66
Dallas, TX
The Mather Group, LLC
Matthew Greer is a CFP® with 16 years of experience in financial advising. He is currently with The Mather Group, LLC, where he has worked since 2022. His prior roles include positions at Schwab Private Client Investment Advisory, Charles Schwab and Co., Inc., Charles Schwab Bank, SSB, and USAA Financial Advisors Inc. 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 multiple risk-based allocation models and customization options such as direct indexing and ESG portfolios.
Richard M
CFP®, ChFC®, Series 63, Series 65
Dallas, TX
The Mather Group, LLC
Richard Megica Jr. is a CFP® and ChFC® with 23 years of industry experience. He has worked at The Mather Group, LLC since 2016 and previously held positions at Charles Schwab and Fidelity. He is based in Dallas, TX. The Mather Group serves high-net-worth individuals, family offices, trusts, corporations, and other entities by providing financial planning, investment management, tax and estate planning guidance, and family office services. The firm uses an evidence-based investment approach with multiple risk-based allocation models and tax-synchronized portfolio construction, incorporating customization and AI-assisted tools with human oversight.
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