The Mather Group, LLC logo

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.

BSPhoto of Brian M. Schmehil

Brian M. Schmehil

Managing Director, Wealth Management

45 reports

RW

Ryan M. Wickert

Chief Financial Officer

21 reports

KOPhoto of Kristen Oziemkowski

Kristen Oziemkowski

Chief Operating Officer

14 reports

AR

Adam Recker

Senior Managing Director, Head of Equities

7 reports

BHPhoto of Brian Hayes

Brian Hayes

Business Development Director

5 reports

JC

Jessica Cunnick

Chief Talent Officer

SE

Stuart Evans

Chief Compliance Officer

MG

Melissa Genske

Executive Assistant

JPPhoto of James Perkins

James Perkins

Managing Director, Head Of Advisors

38 reports

KM

Kate McInerney

Wealth Manager

1 report

MGPhoto of Matthew Greer

Matthew Greer

Senior Wealth Advisor, Regional Leader at The Mather Group

ALPhoto of Andrew Lichtenberger

Andrew Lichtenberger

Wealth Advisor

HSPhoto of Harrison Shibley

Harrison Shibley

Financial Planner

JZPhoto of Jacob Zatz

Jacob Zatz

Financial Planner

AL

Angelique Lund

Sr Director, Tax, Family Office

12 reports

MKPhoto of Michael Kovalsky

Michael Kovalsky

Senior Director of Tax

3 reports

Jobs at The Mather Group, LLC

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