The Mather Group | Wealth Management & Financial Planning
Hours:
353 N Clark St #2775, Chicago IL 60654 Hours
About The Mather Group | Wealth Management & Financial Planning
The Mather Group is a fee-only wealth management and financial planning firm serving high net worth individuals and families. Our team provides integrated financial planning, investment management, and tax-efficient strategies designed to help clients keep more of what they earn. We specialize in retirement planning, portfolio management, tax strategy, and estate planning coordination for investors with one million dollars or more in investable assets. Clients work with a dedicated advisory team that aligns investment strategy, tax planning, and long-term financial goals.
Most Recent Reviews
May 2026
I had a wonderful short engagement with Karly Wakely on retirement planning. She was generous with her time, knowledgeable, and no-nonsense. It helped simplify and demystify key concepts that will equip me going forward.
January 2020
Excellent service! The very BEST! One stop advice on financial, tax and legal strategies. Highly recommend TMG! Always available to help and greatly appreciated the teams help on my financial strategies.
January 2018
Great company to manage your investments and planning. Very professional.
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