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.


Advisors at this Office

Advisors at Other Firm Offices

Associates at Other Firm Offices


This Office

7000 N Mopac Expy Ste 495 Austin, TX 78731-2627 Phone: (512) 454-5459

Primary Office

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

Other Offices

7000 N Mopac Expy Ste 495 Austin, TX 78731-2627 Phone: (512) 454-5459
Two Lincoln Centre 5420 LBJ Freeway, Suite 535 Dallas, TX 75240 Phone: (214) 865-7616
2095 Lakeside Centre Way Ste 105 Knoxville, TN 37922-6709 Phone: (865) 560-0140 Fax: (865) 560-0150
4550 Montgomery Ave Ste 760N Bethesda, MD 2081 Phone: (301) 951-1588
3685 Mt Diablo Blvd Ste 200 Lafayette, CA 94549-3736 Phone: (925) 299-1800
105 Continental Place Suite 110 Brentwood, TN 37027 Phone: (615) 371-5222
12636 High Bluff Dr Ste 400 San Diego, CA 92130 Phone: (858) 581-3824
8260 Greensboro Dr, Suite 615 McLean, VA 22102 Phone: (703) 660-4943
1380 112th Ave NE Bellevue, WA 98004-3759 Phone: (425) 889-7848
4400 Post Oak Pkwy Ste 2330 Houston, TX 77027-3440 Phone: (713) 936-9199