The Mather Group, LLC
Overview
The Mather Group, LLC is a fee-only wealth management firm dedicated to assisting high-net-worth individuals and families in achieving their financial goals. They offer a comprehensive suite of integrated services, including financial planning, investment management, tax strategy, and estate planning, all under a transparent fee structure. Their team of seasoned professionals provides holistic guidance tailored to each client's unique needs and values. The firm's investment approach is client-centric, focusing on aligning each client's wealth with their personal objectives. They offer discretionary and non-discretionary investment management, emphasizing low-cost, tax-efficient portfolios designed to meet each client's risk tolerance. Their services are designed to simplify complex financial planning, covering all aspects of investment, tax, and estate management. With a nationwide presence and over $14 billion in assets under management, The Mather Group has been recognized for its growth and client-focused approach. They have been ranked among Barron's Top 100 RIA Firms and have been featured on Crain's Chicago Fast 50 list for consecutive years. Their commitment to fiduciary responsibility ensures that they always act in their clients' best interests, providing personalized strategies tailored to each individual's vision for the future.
Investment Focus
- High-net-worth individuals and families seeking comprehensive wealth management services
Portfolio Companies
Reach The Mather Group, LLC directly
Verified work email, phone and LinkedIn for the full team — one spreadsheet, one payment, yours to keep.
Unlock full contacts →Frequently asked questions about The Mather Group, LLC
What sectors does The Mather Group, LLC invest in?
The Mather Group, LLC invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Real Estate, and is based in Chicago, United States. The Mather Group, LLC is listed as a institutional investor in the ConnectSafely investor database.
What stage does The Mather Group, LLC invest at?
The Mather Group, LLC backs companies at Seed, Early Stage, Series A, Series B, Growth and Late Stage, writing cheques of 1M - 50M.
Which regions does The Mather Group, LLC invest in?
The Mather Group, LLC invests across United States.
Who are the partners at The Mather Group, LLC?
Team members listed for The Mather Group, LLC include Tim Kober (Managing Director) and Karla McAvoy (Managing Director).
What companies has The Mather Group, LLC invested in?
The Mather Group, LLC's portfolio includes Apple, Microsoft, Amazon, Facebook, Johnson & Johnson, ExxonMobil, Procter & Gamble and Visa.
How do I contact The Mather Group, LLC?
The Mather Group, LLC's contact details — including phone and LinkedIn — are listed in the ConnectSafely investor database, along with its website and the LinkedIn profiles of its partners.
Last updated · Source: ConnectSafely investor database
