CHICAGO–(Company Wire)–The Mather Group, LLC (TMG), a family members and staff-owned wealth administration company with eight places of work throughout the state, announced now its acquisition of Trinity Monetary Advisors (TFA), a Chicago-based mostly fiduciary-only business with $187 million in belongings under management (AUM). This offer marks the 8th acquisition in a minimal more than two a long time for TMG, bringing their whole AUM to above $5.6 billion, in addition to not too long ago currently being named a single of 2020’s Top 15 RIA Leaders by Money Planning.
“TMG’s potent administration team, superior technological innovation remedies, strong development charge and substantial stage of integrity is extremely outstanding,” said John Wimbiscus, Principal at Trinity Monetary Advisors. “Partnering with a arranging-centric RIA (Registered Expense Advisor) with strong tax abilities like TMG will convey a host of new prospects to our purchasers, and I am energized to be component of making this countrywide boutique wealth administration company.”
TFA has provided money arranging companies for Chicago’s leading functioning and retired business executives, healthcare professionals, lawyers and entrepreneurs since 2000. Their payment-only approach and motivation to impartial information tends to make them a wonderful healthy for TMG.
“John Wimbiscus is a pioneer in the fee-only marketplace,” reported TMG CEO Chris Behrens. “He and his teams’ dedication to individualized attention and excellent provider to his purchasers matches our corporate lifestyle and we welcome their expertise to our workforce.”
“Trinity Money Advisors has been a respected leader in the Chicago neighborhood for decades,” reported Patrick Lawlor, TMG President and Head of Mergers & Acquisitions. “The TFA acquisition marks an additional new calendar year of fascinating momentum for TMG as we continue to mature our firm’s national boutique brand.”
TMG delivers comprehensive fiscal companies to superior-web-well worth consumers, which include tax planning, tax suggestions, portfolio administration, concentrated stock administration, estate organizing steering, and complete economical arranging. TMG’s tested success in this room, pushed by their ground breaking technologies platform and in-property CPAs, a short while ago landed the company on the Barron’s 2020 Top 100 RIA Corporations** and on the 2020 Economical Situations – Prime 300 US Registered Financial commitment Advisers by Point out.**
Extra About The Mather Group, LLC
Headquartered in Chicago with offices in Atlanta, Austin, Dallas, Houston, Knoxville, Philadelphia, and San Francisco Bay Area, TMG is a fiduciary-only firm serving affluent and ultra-affluent households and individuals. Launched in 2011 with $150 million in property underneath advisement, TMG has grown to more than $6.8 billion in property less than advisement (AUA)*. TMG’s in-household CPAs and other professionals simplify their clients’ life by delivering a detailed suite of companies less than a person roof. TMG is a federally registered expenditure adviser under the Investment Advisers Act of 1940, as amended, giving discretionary and non-discretionary investment decision tips to consumers. Take a look at us at www.themathergroup.com.
*Property Below Advisement (AUA) consists of discretionary, non-discretionary property and belongings that we recommend on but do not instantly deal with.
**Rankings are centered on voluntary, non-rate paying surveys. Every business establishes its very own criteria for inclusion.
Information and facts is correct as the date of this push launch, and no obligation nor intention to make updates or corrections exist.
Media Make contact with:
Mobile phone: <713.437.3907>