HC Financial Advisors

The Mather Group is a registered investment advisor that is committed to putting our clients' interests first. We are fiduciaries, which means that we have a legal obligation to act in the best interests of our clients. Our advisors do not receive commissions or hidden fees, so you can be sure that the investment strategies we recommend are based solely on what is best for you.

We believe that every client is unique, and we take the time to understand your individual goals, current financial status, and risk tolerance. Our proprietary process helps guide an investment approach that achieves your personal vision of retirement success. We are dedicated to providing low-cost advice and cost-effective investment strategies that put more of your money where it should be-in your investments, not in a broker's pockets.

Our team includes experienced CPAs who can provide concrete tax strategies, ensuring that your retirement planning takes into account all important tax considerations. We simplify your complex needs with our Retirement Roadmap, which provides a comprehensive plan for your retirement.

Our Services

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

• Retirement Planning: We help you create a plan for your retirement that takes into account all of your goals and needs. We provide a comprehensive tax strategy and simplify your complex needs with our Retirement Roadmap.
• Executive Services: We offer specialized financial planning services for executives, including deferred compensation planning, equity compensation analysis, and retirement plan optimization.
• Expat Services: We provide financial planning services for expatriates, including cross-border planning and investment management.
• Family Office: We offer comprehensive wealth management services for high net worth individuals and families, including investment management, tax planning, and estate planning.
• Retiring in the USA: We provide specialized financial planning services for individuals retiring to the United States, including tax planning and investment management.

Our Approach

At The Mather Group, we take a fee-only index approach to investment management. This means that we do not receive commissions or hidden fees from investment product providers. Instead, our clients pay us for experienced guidance to achieve their unique vision of retirement success. Our low-cost approach is 60% lower cost than a comparative mutual fund portfolio, which means that more of your money is working for you.

We use an open architecture, which means that we can invest in anything that is publicly traded. We use what is best for our clients, not what is best for us. We provide a free investment audit for every new client, which exposes the true cost of owning each of your investments. If there are hidden fees, we bring them to light.

Meet Your Advisors

Our team of advisors includes experienced professionals with a range of backgrounds and expertise. We have CPAs on our team who can provide concrete tax strategies. We are committed to providing low-cost advice and cost-effective investment strategies that put more of your money where it should be-in your investments.

When you work with The Mather Group, you can be sure that your financial advisor is truly your advocate. We do not offer in-house or proprietary investment products or solutions, which means that we do not have conflicts of interest. We use what is best for our clients, not what is best for us.