Pickands Mather Group

The Mather Group Acquires Cincinnati Firm, Clear Perspectives Financial Planning

Retrieved on: 
Tuesday, May 23, 2023
Professional Services, Finance, Consulting, Asset Management, Personal Finance, Accounting, Crain Communications, Partnership, TMG, Procter & Gamble, Investment Advisers Act of 1940, Friends, RIA, AUA, OH, Risk assessment, Pension, Procter, P&I, AUM, Acquisition, Collection, Risk, Love, Pickands Mather Group, Growth, Financial management, Financial adviser, Online shopping

The Mather Group, LLC (TMG), a wealth management firm with 15 offices across the country and more than $11.7 billion in combined assets under management (AUM) and assets under advisement (AUA) as of 4/30/23, has announced its acquisition of Clear Perspectives Financial Planning, LLC (Clear Perspectives), a registered investment adviser (RIA) firm based in Cincinnati, OH.

Key Points: 
  • The Mather Group, LLC (TMG), a wealth management firm with 15 offices across the country and more than $11.7 billion in combined assets under management (AUM) and assets under advisement (AUA) as of 4/30/23, has announced its acquisition of Clear Perspectives Financial Planning, LLC (Clear Perspectives), a registered investment adviser (RIA) firm based in Cincinnati, OH.
  • In 2008, Clear Perspectives was co-founded by Carol Hoffman and Tim Grout, who had each spent many years in senior financial management roles at Procter & Gamble Company.
  • Clear Perspectives had approximately $360 million in AUM as of 4/30/23.
  • The firm offers a comprehensive range of in-house services, including financial planning, tax advice and preparation, portfolio management, concentrated stock management, risk assessment, and estate planning guidance.

The Mather Group Hires Stuart Evans as Chief Compliance Officer

Retrieved on: 
Tuesday, April 11, 2023
Professional Services, Finance, Consulting, Asset Management, Personal Finance, Accounting, Crain Communications, TMG, Investment Advisers Act of 1940, Culture, AUA, Risk assessment, Pension, Ranking, CCO, P&I, AUM, Collection, Risk, Pickands Mather Group, Knowledge, Growth, Evans, Financial adviser, Online shopping

The Mather Group, LLC (TMG), a wealth management firm with 15 offices across the country and more than $11.6 billion in combined assets under management (AUM) and assets under advisement (AUA) as of 3/31/23, has announced its hiring of Stuart Evans as Chief Compliance Officer (CCO).

Key Points: 
  • The Mather Group, LLC (TMG), a wealth management firm with 15 offices across the country and more than $11.6 billion in combined assets under management (AUM) and assets under advisement (AUA) as of 3/31/23, has announced its hiring of Stuart Evans as Chief Compliance Officer (CCO).
  • Evans brings nearly 30 years of industry experience in compliance, operations, and mergers and acquisitions, as well as the credential of being an Investment Advisor Certified Compliance Professional (IACCP®).
  • He had been with Cerity since January 2020, when it acquired Executive Monetary Management and Sage Advisors, for whom Evans had served as CCO since 2016.
  • As CCO at TMG, Evans will manage and coordinate all activities related to compliance with the firm’s regulatory requirements as a federally registered investment adviser.

The Mather Group Establishes TMG Innovation Lab

Retrieved on: 
Tuesday, March 14, 2023
Finance, Banking, Professional Services, Other Professional Services, Asset Management, Pension, TMG, Pickands Mather Group, Risk, AUM, Investment Advisers Act of 1940, Crain Communications, P&I, Risk assessment, Growth, Collection, AUA, Financial adviser, Online shopping

The Mather Group, LLC (TMG), a wealth management firm with 15 offices across the country and more than $11.0 billion in combined assets under management (AUM) and assets under advisement (AUA) as of 12/31/22, has announced its creation of TMG Innovation Lab.

Key Points: 
  • The Mather Group, LLC (TMG), a wealth management firm with 15 offices across the country and more than $11.0 billion in combined assets under management (AUM) and assets under advisement (AUA) as of 12/31/22, has announced its creation of TMG Innovation Lab.
  • Described by the firm as a “think tank,” TMG Innovation Lab is a key initiative focused on advancing the company’s vision to be the leading national boutique for wealth management.
  • “We’re excited about the launch of TMG Innovation Lab led by Michael,” said TMG CEO Chris Behrens.
  • His institutional knowledge, along with his passion for helping TMG be on the leading edge of industry, will be invaluable to this effort.”
    For Ryabik, the establishment of TMG Innovation Lab represents a significant milestone for the company.

The Mather Group Among “Best Places to Work in Money Management”

Retrieved on: 
Thursday, December 15, 2022
Professional Services, Human Resources, Finance, Asset Management, Banking, Personal Finance, Culture, TMG, Crain Communications, Environment, Pickands Mather Group, Collection, Research, Investment Advisers Act of 1940, Risk assessment, Pension, Philosophy, AUM, P&I, Risk, Financial adviser, Risk management, Online shopping

The Mather Group, LLC (TMG), a wealth management firm with 14 offices across the country and more than $8.9 billion in assets under management (AUM, as of 11/30/22), is among the 2022 Best Places to Work in Money Management as announced by Pensions & Investments (P&I).

Key Points: 
  • The Mather Group, LLC (TMG), a wealth management firm with 14 offices across the country and more than $8.9 billion in assets under management (AUM, as of 11/30/22), is among the 2022 Best Places to Work in Money Management as announced by Pensions & Investments (P&I).
  • As a relationship-based business, TMG is committed to attracting and retaining professionals who embrace the firms service-oriented and collaborative approach.
  • P&I partnered with Best Companies Group, a research firm specializing in identifying great places to work, to conduct a two-part survey process of employers and their employees.
  • Clients pay for the firm's experienced advice on a fee-only basis, typically as a percentage of assets under management.

The Mather Group Hires Ryan Wickert as Chief Financial Officer

Retrieved on: 
Tuesday, December 13, 2022
Professional Services, Other Professional Services, Finance, Asset Management, Consulting, Accounting, Publication, TMG, Pickands Mather Group, Partnership, CFO, Collection, M&A, Investment Advisers Act of 1940, Wickert, Risk assessment, Growth, AUM, Risk, Financial adviser, Management, Online shopping, Northern Trust

The Mather Group, LLC (TMG), a wealth management firm with 14 offices across the country and more than $8.4 billion in assets under management (AUM, as of 11/30/22), has announced its hiring of Ryan Wickert as Chief Financial Officer.

Key Points: 
  • The Mather Group, LLC (TMG), a wealth management firm with 14 offices across the country and more than $8.4 billion in assets under management (AUM, as of 11/30/22), has announced its hiring of Ryan Wickert as Chief Financial Officer.
  • Prior to that, he spent time in the firms wealth management unit as a regional Chief Financial Officer.
  • As CFO at TMG, Wickert will provide strategic, data-driven insights based on his complex financial analysis and modeling skills.
  • Ryan is a great addition to our executive leadership team, said TMG CEO Chris Behrens.

The Mather Group Acquires Portland-Area Firm, Cedar Financial Advisors

Retrieved on: 
Monday, October 3, 2022
Finance, Consulting, Professional Services, Other Professional Services, Asset Management, Solution, RIA, TMG, AUM, Investment Advisers Act of 1940, Pickands Mather Group, Collection, Risk assessment, Kober, Growth, Partnership, LLC, Acquisition, Intention, Financial adviser, Online shopping, Washington metropolitan area, Cedar

The Mather Group, LLC (TMG), a wealth management firm with 13 offices across the country and more than $8.4 billion in assets under management (AUM, as of 8/31/22), has announced its acquisition of Cedar Financial Advisors, LLC (Cedar), a registered investment adviser (RIA) firm based in Beaverton, OR.

Key Points: 
  • The Mather Group, LLC (TMG), a wealth management firm with 13 offices across the country and more than $8.4 billion in assets under management (AUM, as of 8/31/22), has announced its acquisition of Cedar Financial Advisors, LLC (Cedar), a registered investment adviser (RIA) firm based in Beaverton, OR.
  • Cedar was founded in 2007 by Tim Kober and merged practices with Peggy Kessinger in 2011, retaining the Cedar name.
  • TMG has many advisors with decades of runway in their careers, and the firm is constantly training and developing the next generation.
  • So, we now have a succession plan, giving our clients confidence that their financial futures will be in good hands.

The Vistria Group, Century Equity Partners and Flores & Associates Announce Strategic Partnership

Retrieved on: 
Thursday, September 29, 2022
Broker, COBRA, NPS, Flexible, HSAS, Century, LinkedIn, Company, Pickands Mather Group, Compliance, Growth, Currency strap, CBA, Partnership, Industry, Health savings account, Flexible spending account, Investment, History, Health, LLP, Student loan, Ownership, CEO, Technology, Solution, CDHP, HRA, Insurance, AUM, Financial services, Mather, Associate, FMLA, Winston & Strawn, POP, Education, Orientation, Health insurance

CHICAGO, Sept. 29, 2022 /PRNewswire/ -- The Vistria Group announced an investment in Flores & Associates LLC (Flores or the "company"), a leading provider of benefit technology solutions and administrative services to employers throughout the United States. As part of the transaction, Century Equity Partners and The Vistria Group will each hold equal ownership in the Company and continue to back the current management team, led by Gary Trainor and Jody Oliver. This transaction represents the ninth investment from Vistria Fund IV, a $2.68 billion fund, and the second financial services investment this year, following The Vistria Group's investment in The Mather Group six months ago.

Key Points: 
  • "We are excited to work with Jody, Gary, Century and the rest of the Flores team.
  • "We look forward to working with The Vistria Group team while continuing our partnership with Century.
  • The Vistria Group's involvement along with continued support from Century Equity Partners will provide Flores with a capital structure from which to grow, both organically and through further M&A in the space.
  • Winston & Strawn LLP acted as legal counsel to The Vistria Group; Foley and Lardner LLP acted as legal counsel to Flores & Associates and Century Equity Partners.

The Mather Group Continues Its Rise Among Barron’s 2022 Top 100 RIA Firms

Retrieved on: 
Tuesday, September 20, 2022
Personal Finance, Finance, Professional Services, Other Professional Services, Asset Management, Investment Advisers Act of 1940, LLC, Publication, Intention, Pickands Mather Group, TMG, Growth, Risk assessment, Industry, AUM, Research, Financial adviser, Washington metropolitan area

The Mather Group, LLC (TMG), a wealth management firm with 13 offices across the country and more than $8.4 billion in assets under management (AUM, as of 8/31/22), has been ranked #49 on Barrons 2022 list of Top 100 RIA Firms .

Key Points: 
  • The Mather Group, LLC (TMG), a wealth management firm with 13 offices across the country and more than $8.4 billion in assets under management (AUM, as of 8/31/22), has been ranked #49 on Barrons 2022 list of Top 100 RIA Firms .
  • The ranking is designed to be a resource for investorsproviding them with a vetted short list of independent advisory firms for considerationso its closely aligned with our philosophical approach.
  • Rankings are based on Barrons proprietary methodology, which includes various factors related to assets under management, revenue, and the quality of the firms practice.
  • Clients pay for the firm's experienced advice on a fee-only basis, typically as a percentage of assets under management.

The Mather Group Acquires San Francisco Bay-area Firm, HC Financial Advisors

Retrieved on: 
Wednesday, August 10, 2022
Other Professional Services, Personal Finance, Professional Services, Finance, RIA, TMG, CA, McAvoy, Pickands Mather Group, Investment Advisers Act of 1940, LLC, AUM, Family, Acquisition, Partnership, Risk assessment, Culture, HC, Financial adviser, Washington metropolitan area

HC was founded in 1986 and has approximately $478 million in AUM as of 7/31/22.

Key Points: 
  • HC was founded in 1986 and has approximately $478 million in AUM as of 7/31/22.
  • Its three principalsStephen Biggs, Andy Byron, and Karla McAvoyand the entire HC team joined TMG as part of the transition.
  • Biggs and McAvoy had been with HC since 2008, while Byron joined in 2011.
  • We and the rest of our team are very excited about becoming part of TMG, said Byron.

The Mather Group Acquires Houston Firm, Semita Asset Management

Retrieved on: 
Thursday, August 4, 2022
Personal Finance, Asset Management, Professional Services, Finance, RIA, TMG, Growth, Pickands Mather Group, Investment Advisers Act of 1940, LLC, AUM, Acquisition, Character, Risk assessment, Finance, Intention, Financial adviser, Cemita, Washington metropolitan area

The Mather Group, LLC (TMG), a wealth management firm with 12 offices across the country and more than $7.5 billion in assets under management (AUM, as of 6/30/22), has announced its acquisition of Semita Asset Management LLC (Semita), a registered investment adviser (RIA) firm based in Houston.

Key Points: 
  • The Mather Group, LLC (TMG), a wealth management firm with 12 offices across the country and more than $7.5 billion in assets under management (AUM, as of 6/30/22), has announced its acquisition of Semita Asset Management LLC (Semita), a registered investment adviser (RIA) firm based in Houston.
  • Founded in 2015 with approximately $71 million in AUM as of 6/30/22, Semita has focused on providing investment management and financial planning services to high-net-worth individuals.
  • Semita CEO and Chief Investment Officer Michael Meagher and Director of Financial Planning Justin Reede have both joined TMG as part of the acquisition.
  • First and foremost, TMGs business model offers clients access to more value-added, in-house services such as tax management and estate planning guidance, said Meagher.