Stewart Mather
Stewart Mather was the Founding Partner and Chairman of The Mather Group, one of the fastest-growing independent, fee-only registered investment advisory firms in the country. He launched TMG out of a passion for providing clients with a clear path to retirement and ensuring them a fulfilling "second act. He led the firm’s technology and innovation strategies, business development, and mergers and acquisitions efforts. Throughout his career, Stewart and TMG have received many highly coveted recognitions and accolades. Prior to launching his firm, he established an outstanding track record as Senior Vice President and Senior Portfolio Manager at Morgan Stanley. Stewart passed away in 2020 after battling with cancer. He was 42.
Stewart Mather Professional Experience / Academic History
Professional Experience
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Founding Partner
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Senior Vice President and Wealth Advisor
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Vice President and Wealth Advisor
Academic History
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MBA, Finance
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Bachelor of Arts
Stewart founded TMG in 2011 with $150 million in AUM. Today, TMG boasts a network of 15 offices nationwide with $14 billion in combined assets.
TMG is one of the country's fastest-growing independent, fee-only RIA dedicated to offering comprehensive financial planning services.
The firm offers investment and risk management, retirement, estate planning, investment strategies, and consulting services.
RECOGNITIONS
Barron's Top 100 Independent Financial Advisors, 2018-2019
Forbes America's Top Wealth Advisors, 2018-2019
Forbes Best-in-State Wealth Advisors, 2019
Forbes Top 100 Wealth Managers, 2019
Financial Planning Magazine Fastest-Growing $1 Billion RIA
Financial Times Top 300 Financial Advisors
COMMUNITY INVOLVEMENT