The Mather Group, LLC jobs and careers
Chicago, IL, United States
About The Mather Group, LLC
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.
Founded in 2011 by Stewart Mather.
- Founded
- 2011
- Employees
- 125
- Headquarters
- Chicago
Leadership
The top of The Mather Group, LLC's org chart, with how many people report into each leader.
Brian M. Schmehil
Managing Director, Wealth Management
45 reports
Ryan M. Wickert
Chief Financial Officer
21 reports
Kristen Oziemkowski
Chief Operating Officer
14 reports
Adam Recker
Senior Managing Director, Head of Equities
7 reports
Brian Hayes
Business Development Director
5 reports
Jessica Cunnick
Chief Talent Officer
Stuart Evans
Chief Compliance Officer
Melissa Genske
Executive Assistant
James Perkins
Managing Director, Head Of Advisors
38 reports
Kate McInerney
Wealth Manager
1 report
Matthew Greer
Senior Wealth Advisor, Regional Leader at The Mather Group
Andrew Lichtenberger
Wealth Advisor
Harrison Shibley
Financial Planner
Jacob Zatz
Financial Planner
Angelique Lund
Sr Director, Tax, Family Office
12 reports
Michael Kovalsky
Senior Director of Tax
3 reports
Jobs at The Mather Group, LLC
No open positions right now. Explore more companies on TheJobsMap.