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.

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