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.

Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Advisors at this Office

Associates at this Office

Advisors at Other Firm Offices

Associates at Other Firm Offices

Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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This Office

105 Continental Place Suite 110 Brentwood, TN 37027 Phone: (615) 371-5222

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
250 Bel Marin Keys Blvd. Suite B2 Novato, CA 94949 Phone: (415) 884-4404
10300 Alliance Rd Ste 460 Blue Ash, OH 45242-4761 Phone: (513) 469-8400
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
3853 SW Hall Blvd Beaverton, OR 97005 Phone: (503) 512-5890 Fax: (503) 828-9440
1380 112th Ave NE, Suite 306 Bellevue, WA 98004-3759 Phone: (425) 889-7848
4400 Post Oak Pkwy Ste 2330 Houston, TX 77027-3440 Phone: (713) 936-9199