The Mather Group, LLC (TMG) is one of the fastest-growing independent, fee-only registered investment advisory firms in the country, offering comprehensive financial planning services with our clients’ best interests in mind. We find cost-effective investment strategies, and clients pay for our professional financial advice. 

TMG is a federally registered investment adviser with a fiduciary duty to our clients. That means we have a legal obligation to always act in their best interest. When clients choose TMG, we work to mitigate any potential conflicts of interest regarding how their money is managed and where their money is held. Our main concern is working to ensure the best interest of our clients is always met, while creating longevity in our relationships. Our financial professionals do not hold brokerage licenses, are not compensated by selling products, and do not earn commissions—which means we do not incentivize ourselves at our clients' expense. Our fees are always disclosed in our firm’s public disclosure documents, so there are no hidden fees.

What we're doing differently is educating investors on what the fiduciary responsibility really means, at a time when it's more important than ever. 

Our services include:
•	Financial planning 
•	Retirement planning
•	Tax planning
•	Estate planning
•	Investment management

The Mather Group, LLC (TMG) is registered under the Investment Advisers Act of 1940 as a Registered Investment Adviser with the Securities and Exchange Commission (SEC). Registration as an investment adviser does not imply a certain level of skill or training. For a detailed discussion of TMG and its investment advisory services and fees, see the firm’s Form ADV on file with the SEC at www.adviserinfo.sec.gov, or on the firm’s website at www.themathergroup.com. The opinions expressed, and material provided are for general information and should not be considered a solicitation for the purchase or sale of any security.

Investment Management

The Mather Group, LLC

The Mather Group, LLC's headquarters in Chicago, IL, United States

Ryan M. Wickert

Jessica Cunnick

Brian Hayes

Brian M. Schmehil

Adam Recker

Stuart Evans

Kristen Oziemkowski

Melissa Genske

Steven Keppler

Deanne Cardona

Michael Kovalsky

Kenny Peng

Michael Esposito

Jeremy Enos

Loren Mcnamara

Angelique Lund

Brooke Brennan

Josh Carucci

David Burris

Ben Petrie

Elliott Hollingsworth

Andrew Lichtenberger

Kate McInerney

Harrison Shibley

James Perkins

Jacob Zatz

The Tax and Financial Services team at The Mather Group, LLC is dedicated to providing clients with tailored tax and financial planning solutions that align with their long-term goals. This team of experts, including tax directors, financial planners, and investment managers, collaborates to ensure comprehensive strategies for tax efficiency, retirement savings, and estate planning. By leveraging their fiduciary responsibility, they prioritize clients' interests and offer educated guidance to enhance financial well-being while maintaining transparency and trust in all client communications.

Tax and Financial Services

The Leadership Team at The Mather Group, LLC is responsible for setting the strategic direction and operational vision of the firm while ensuring a strong commitment to the fiduciary duty to clients. This team comprises key executives who oversee financial performance, compliance, talent management, and business development, working collaboratively to enhance service offerings and foster long-term client relationships. By prioritizing transparency and education, they aim to uphold the highest standards of financial advice and client care within the investment advisory space.

Leadership Team

The Mather Group, LLC

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Teams

Tax and Financial Services

Leadership Team

Offices

The Mather Group, LLC

Org chart

Teams

Tax and Financial Services

Leadership Team

Offices

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