The Mather Group

TMG is a fee-only RIA, offering financial planning advice with integrated tax planning and investment management. Our team of in-house CPAs assists our wealth advisors using proprietary models to project future cashflows and identify potential tax-saving strategies. Wealth advisors execute these strategies on your behalf and monitor them on an ongoing basis. Our scalable tax synchronized portfolios are customized to manage our global macro risk-based models, while factoring in tax considerations at the account type or individual holding level. TMG is also able to offer bond ladders and individual stock portfolios to replace certain ETFs at much lower household asset levels than typical in the industry. This reduces the internal costs of your portfolio and allows our TMG Investment Committee to better manage certain types of risks within your portfolio.


Associates at this Office

Advisors at Other Firm Offices

Associates at Other Firm Offices


This Office

225 S Lake Ave Ste 830 Pasadena, CA 91101-4817 Phone: (323) 785-3056

Primary Office

353 N Clark St Ste 2775 Chicago, IL 60654-4721 Phone: (888) 537-1080

Other Offices

5109 Neola Rd Stroudsburg, PA 18360-7133 Phone: (570) 992-18360
225 S Lake Ave Ste 830 Pasadena, CA 91101-4817 Phone: (323) 785-3056
1180 Peachtree St NE Ste 2020 Atlanta, GA 30309-7525 Phone: (678) 702-8524
7000 N MO Pac Expy Ste 495 Austin, TX 78731-2627 Phone: (512) 454-5459
2501 N Harwood St Ste 2420 Dallas, TX 75201-1607 Phone: (214) 865-7616
2095 Lakeside Centre Way Ste 105 Knoxville, TN 37922-6709 Phone: (865) 560-0140 Fax: (865) 560-0150
4400 Post Oak Pkwy Ste 2330 Houston, TX 77027-3440 Phone: (713) 936-9199