丹尼尔顾问

2019年12月17日

伙伴关系标志着马瑟集团今年第三收购继续吸引领导的公司。芝加哥东部标准时间2019年12月17日上午09:00 -(业务线)-马瑟集团(TMG),一个家庭,员工拥有的财富管理公司在全国有六个办事处和深思熟虑的资产超过80亿美元,今天宣布收购丹尼尔顾问,亚特兰大fiduciary-only公司管理着1.1亿美元的资产(资产管理)。丹尼尔顾问是一个全面的财富管理实践,为企业高管提供财务规划,投资组合管理和税务合规服务。“我们坐下来与许多潜在买家多年来,”格雷戈里·斯隆创始人丹尼尔顾问说,CFP®。“分化TMG的是,他们有成熟的税收基础设施执行客户,除了规模提供一流技术,而是致力于精品公司。这一承诺保留了强大的人际关系和真正的文化我们享受作为一个小企业。我们无意加入大型ria之一。”TMG Founding Partner Stewart Mather, who has been recognized as one of America’s Top 100 Independent Advisors by Barron’s, is excited to welcome Sloan and his team to their existing office in Midtown Atlanta. "Greg is a pioneer in the fee-only industry. He’s been delivering value-added tax services and comprehensive wealth management to corporate executives for decades.” The deal closes within two months of TMG’s last transaction—their acquisition of RPH Financial Services, a fiduciary-only firm with $168 million AUM, located in northeastern Pennsylvania. At age 41, Mather continues to attract fee-only founders who prefer to align with a next-generation firm offering a long-term option for clients and stakeholders. TMG provides comprehensive financial services to Fortune 500 executives, including tax preparation, tax advice, portfolio management, concentrated stock management, estate planning, and comprehensive financial planning. TMG’s proven success in this space, driven by their innovative technology platform and in-house CPAs, recently landed the firm the number 14 spot on Forbes Top 100 Wealth Managers of 2019 and the number one spot on Financial Advisor Magazine’s Fastest-Growing RIA Firms . More About The Mather Group Headquartered in Chicago with offices in Houston, Dallas, Atlanta, San Francisco Bay Area, and Philadelphia Area, The Mather Group is a fiduciary-only firm serving affluent and ultra-affluent families and individuals. Founded in 2011 with $150 million in assets under advisement, TMG has grown to over $8 billion in assets under advisement. TMG’s in-house attorneys, CPAs and other professionals simplify their clients’ lives by providing a comprehensive suite of services under one roof. www.themathergroup.com