雪松财务顾问

2022年10月3日,

2022年10月03,东部时间下午内芝加哥——(业务线)——马瑟集团有限责任公司(TMG),财富管理公司与全国13个办事处和超过84亿美元的管理资产(资产,8/31/22),宣布收购雪松财务顾问,LLC(雪松),注册投资顾问(RIA)公司总部位于俄勒冈州比弗顿的或。雪松成立于2007年,由蒂姆·佩克辛格在2011年神户和合并实践保留雪松的名字。该公司有8/31/22大约1.07亿美元的资产。科比,Kessinger,第三小组成员苏珊比克都加入TMG。“在我们寻找战略合作伙伴,主要目标是确保这一伙伴关系将有利于我们的客户,”克辛格说。“我们将继续与他们直接管理我们的关系发展多年来,但作为TMG的一部分,我们现在有一个同事在我们身后。翻译更多的经验,更大的可访问性,和更广泛的解决方案,我们可以带来我们帮助客户管理退休生活过渡。”科比说,“更大的团队带来的另一个重要好处是长期可持续性,考虑到佩吉和我最终会为自己的退休做准备。TMG有许多顾问和几十年的跑道在职业生涯,和公司不断培训和发展下一代。所以,我们现在有一个继任计划,给客户信心,金融期货将在他们的掌控中。“TMG的波特兰地区办公室增加了另一个新市场,也建立了实体位置在西雅图,旧金山,在过去的一年里,纳什维尔。 The firm’s geographic expansion plans center on having advisors that live and work in the same communities as their clients, while leveraging the strength and capabilities of the national team. “We’re passionate about growth because we know many, many households across the country could benefit from our integrated planning, tax, and investment services,” said TMG CEO Chris Behrens. “But people can be overwhelmed trying to both distinguish between their options for wealth management and assess what they’re really getting for their fees. So, we aim for clarity and complete transparency, using real data to quantify the impact we can have on their bottom line.” TMG was recently ranked #49 on Barron’s 2022 list of Top 100 RIA Firms , rising 31 spots from its first appearance on the list in 2020. Rankings are based on Barron’s proprietary methodology, which includes various factors related to assets under management, revenue, and the quality of the firm’s practice. 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. Investment recommendations are not tied to commissions. Clients pay for the firm's experienced advice on a fee-only basis, typically as a percentage of assets under management. This approach helps align the interests of the firm with the client. ABOUT TMG Headquartered in Chicago with offices in Atlanta, Austin, Dallas, Houston, Knoxville, Morristown (NJ), Nashville Area, San Francisco Bay Area, Seattle Area, Spring (TX), and Washington, DC Area, TMG is a fee-only fiduciary firm serving primarily high-net-worth individuals. TMG’s professionals aim to simplify clients’ lives by providing a comprehensive suite of services under one roof. 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. Visit us at www.themathergroup.com . Rankings are based on voluntary, non-fee-paying surveys. Each organization establishes its own criteria for inclusion. Information is accurate as of the date of this press release, and no obligation nor intention to make updates or corrections exist. 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. Contacts