From The Mather Group
"The Mather Group, LLC (TMG) is a fee-only fiduciary firm serving primarily high-net-worth individuals. TMG’s professionals aim to simplify clients’ lives by providing a comprehensive suite of services under one roof, including financial planning, tax advice and preparation, portfolio management, concentrated stock management, risk assessment, and estate planning guidance.
TMG is a federally registered investment adviser (RIA) under the Investment Advisers Act of 1940, as amended, providing discretionary and non-discretionary investment advice to clients. Investment recommendations are not tied to commissions. Clients pay for the firm's experienced advice on a fee-only basis, typically as a percentage of assets under management."
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