The Mather Group

The Mather Group is an independent, fee-only wealth management firm helping corporate executives and professionals achieve their unique vision of retirement. It is consistently ranked as one of the fastest-growing RIAs in the country. Services offered by The Mather Group include investment management, retirement planning, tax planning, and estate planning.


Tax Planning

The Mather Group provides a detailed review of your tax returns while leveraging extensive knowledge of your corporate benefit programs.

  • Income tax reduction
  • Income tax smoothing
  • Executive deferral program optimization
  • Tax minimization on highly appreciated stock
  • Tax reduction for stock option exercises

Investment Management

The Mather Group creates low-cost targeted portfolios that accommodate various levels of risk, from current income generation to more growth-oriented goals.

Estate Planning

The Mather Group creates sound structures that will protect your wealth for future generations.

Risk Management

The Mather Group analyzes the merits of long-term care and life insurance solutions alongside your retirement, estate, and tax-planning needs.