TMG's Client-Centric One-Stop Wealth
Management Solutions, Achieve Remarkable Growth
CHICAGO, July 10,
2024 /PRNewswire/ -- Since its founding in 2011,
The Mather Group, LLC (TMG), a Chicago-based registered investment advisory
firm, has been committed to empowering individuals with confidence
and peace of mind. This client-first approach has propelled TMG to
the forefront of the industry, earning a place on Crain's Fast 50
list of Chicago's fastest-growing
companies for the fourth straight year.
Crain's Chicago Business is the premier go-to publication for
business and civic leaders in Chicago, elected officials, policy experts and
political insiders. Crain's selects winners of the Fast 50
designation based on a comprehensive set of criteria. TMG is proud
to be among the distinguished Chicago companies recognized for growth,
acquisitions, and expansions, earning a place on the list in 2021,
2022, 2023 and 2024.
Starting with $150 million in
assets, TMG now manages nearly $14
billion across 15 nationwide offices. This remarkable growth
stems from a focus on delivering unparalleled service and value to
clients, supported by significant investments in people, culture,
and technology.
Personalized Service and Transparent Fees
"We
specialize in one-stop wealth management, covering financial
planning, investment management, tax strategy, and estate
planning—all under a transparent fee structure, providing
comprehensive support without hidden costs," TMG CEO Jennifer des
Groseilliers said. "As a fee-only fiduciary, we are ethically bound
to act in our clients' best interests. The firm strives to minimize
costs wherever feasible and maintains complete transparency
regarding its fees, detailed in the firm's publicly available
disclosure documents."
"We have one comprehensive fee, with the goal of making it
simple for our clients to understand without a need to revisit on a
frequent basis," said Ryan Wickert,
Chief Financial Officer at TMG. "It's a set-it-and-forget-it
approach. When you come to us, our aim is to simplify your
financial life and give you a roadmap for the future while we
quarterback all of it. We want our clients spending time with
family and friends and pursuing other interests while we handle
your financial well-being."
Tech-Driven Efficiency
TMG leverages data science and
machine learning to enhance client experiences and streamline
operations. "Our tech-forward approach boosts productivity and
ensures regulatory compliance," said Kristen Oziemkowski, Chief Operating Officer.
"While all of this work is performed through the lens of security,
tight controls and governance, the ultimate goal is to enhance the
client experience and make sure that TMG's employees are driving
value with the clients at the center."
People and Culture at the Core
TMG recently hired
Jessica Cunnick as the Chief Talent
Officer, bringing talent acquisition in-house while also
focusing on training and development with a new Director of Talent
and Development. Cunnick partners with TMG's Executive Leadership
Team to design and implement talent and people strategies,
including but not limited to engagement, development, and diversity
and inclusion initiatives. The firm is currently in the process of
hiring a Director of Adviser Growth to further support its advisers
and develop and reinforce critical behaviors, knowledge, and skill
sets for the future.
"We've really invested in training, leveraging some of our key
industry relationships and partnerships to enhance and develop the
skill sets, both soft and technical, and business and financial
acumen of our team members to drive that exceptional service to our
clients," Oziemkowski said. "We believe that happy and empowered
employees lead to happy, empowered, and loyal clients."
For more information about The Mather Group, LLC, visit
www.themathergroup.com.
About TMG
TMG is one of the nation's fastest-growing
independent, fee-only registered investment advisory firms,
dedicated to guiding clients with confidence and peace of mind
through comprehensive financial services. TMG is a federally
registered investment adviser under the Investment Advisers Act of
1940, as amended, providing discretionary and non-discretionary
investment advice to clients. (Registration with the SEC as an
investment adviser does not, in and of itself, imply a certain
level of risk or training.) Headquartered in Chicago, TMG also has offices throughout
the United States. Visit us at
www.themathergroup.com for a list of office locations.
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. The information and data in this
communication does not constitute legal, tax, accounting,
investment, or other professional advice. Investing involves
some level of risk. Past performance does not guarantee
future results. Rankings are based on voluntary,
non-fee-paying surveys and are not a testimony of TMG clients'
experiences. Each organization establishes its own criteria
for inclusion. Visit the TMG website for more information regarding
its awards and recognition. TMG is not affiliated with and
does not endorse, authorize, sponsor, verify, or monitor
third-party websites and we are not responsible or liable for
the content of any website, or the collection or use of information
regarding any website's users and/or members.
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SOURCE The Mather Group