The Mather Group

The Mather Group is a family office that specializes in providing low-cost, conflict-free retirement planning services to our clients. Our team of experienced advisors are dedicated to helping you achieve your unique vision of retirement success. We believe that your hard-earned money should be invested wisely and without unnecessary fees. That's why we offer a proprietary process that explores your lifestyle goals, current financial status, and risk tolerance to help guide an investment approach that achieves your personal vision of retirement success.

Why Choose The Mather Group?

Our approach to retirement planning is different from traditional financial institutions. We don't sell products for commission, and we seek out investments devoid of hidden fees. This means that your portfolio grows faster with us because our costs are lower than a comparative mutual fund portfolio.

Our team is made up of experienced advisors who are committed to putting your best interests first. We are fiduciaries, which means we have a legal obligation to always act in your best interest. All your investments are held in a separate custody account with Fidelity or Charles Schwab, both highly rated national firms.

Our Services

At The Mather Group, we offer a variety of services designed to help you achieve your retirement goals. Our services include:

• Financial Planning: Our experienced advisors will work with you to create a personalized financial plan that aligns with your lifestyle goals, current financial status, and risk tolerance.

• Executive Services: We offer specialized services for executives, including stock option planning, deferred compensation, and company retirement plan management.

• Expat Services: If you're an expat, we can help you navigate the complexities of international tax planning and investment management.

• Family Office: Our family office services are designed for high net worth individuals and families who need comprehensive wealth management solutions.

• Retiring in the USA: We provide guidance for those planning to retire in the USA, including strategies for minimizing taxes and maximizing your retirement savings.

How We Save You Money

Our low-cost approach to retirement planning can save you thousands of dollars over the years. We believe that your hard-earned money should be invested wisely and without unnecessary fees. By refusing to sell products for commission and seeking out investments devoid of hidden fees, we can help your portfolio grow faster than a comparative mutual fund portfolio.

Retirement Roadmap

Our Retirement Roadmap is a proprietary process that helps us understand your unique vision of retirement success. This process involves exploring your lifestyle goals, current financial status, and risk tolerance to help guide an investment approach that achieves your personal vision of retirement success.

Insights

At The Mather Group, we believe in empowering our clients with knowledge. That's why we provide insights on various topics related to retirement planning, including tax strategies, investment management, and more. By staying informed, you can make better decisions about your financial future.