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About The Mather Group
The Mather Group, LLC (TMG) is a rapidly growing independent financial advisory firm that operates on a fee-only basis. As a registered investment advisory company, TMG offers comprehensive financial planning services, prioritizing the best interests of its clients.
One of the key differentiators for TMG is its commitment to educating investors about fiduciary responsibility. In an era where this responsibility holds greater significance than ever, TMG takes pride in ensuring its clients fully understand the implications and benefits of working with a fiduciary.
TMG provides a range of services including financial planning, retirement planning, tax planning, estate planning, and investment management. They specialize in finding cost-effective investment strategies that align with their clients' goals and risk tolerance. Unlike traditional brokerages that receive commissions or hidden fees from investments, TMG operates on a fee-only basis. This means clients pay for professional financial advice rather than facing additional costs associated with commissions or hidden fees.
The fee-only index approach adopted by the Mather Group allows clients to maximize the growth potential of their portfolios. By avoiding unnecessary fees and expenses, more money is directed towards investments rather than being allocated to brokers' pockets.
For prospective clients concerned about added fees affecting their investments, TMG offers a free investment audit for every new client. This audit aims to uncover any hidden fees associated with existing investments and shed light on the true cost of owning each asset. By highlighting these charges, the Mather Group demonstrates how their investment costs can be significantly lower than other providers.
Overall, the Mather Group distinguishes itself as a fast-growing independent financial advisory firm that prioritizes its clients' best interests through comprehensive financial planning services. Their dedication to educating investors about fiduciary responsibility, combined with their fee-only approach, sets them apart from traditional brokerage firms and ensures that clients can maximize their investment potential while minimizing unnecessary costs.
Pricing options
Regulatory filings
Areas of specialty
- Financial Planning
- Retirement Planning
- Tax Planning
- Estate Planning
- Investment Management
More about The Mather Group
| Designations | Minimum asset threshold |
| Registered Investment Advisor | N/A |
| Firm CRD Number | Number of advisors |
| 156005 | 81 |
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Secure your future and achieve your goals with a free matchto financial expertsFind your advisorGet started by taking our free advisor matching quiz. We will match you with the best advisor based on the information you provide. In doing so, you may be matched with a different advisor than The Mather Group.