Williamson County Chamber: THE MATHER GROUP ACQUIRES NASHVILLE FIRM, EUGENIAS ADVISORY GROUP

Franklin TN

04 January, 2022

5:09 PM

Description

Press release from Williamson County Chamber: 2022-01-04 THE MATHER GROUP ACQUIRES NASHVILLE FIRM, EUGENIAS ADVISORY GROUP CHICAGO (December 22, 2021): The Mather Group, LLC (TMG), a family- and employee-owned wealth management firm with 10 offices across the country and more than $8.9 billion in assets under advisement (AUA)1, has announced its acquisition of Eugenias Advisory Group (EAG), a registered investment adviser (RIA) firm based in Nashville. EAG has more than $162 million in assets under management (AUM)2 and a five-person team, including its president and CEO, Velda Eugenias, CFP®, who brings more than 30 years of financial planning and investment experience to TMG. "My team members and I are passionate about putting our knowledge and skills to work in advising our clients," said Eugenias. "We're all excited about dedicating more of our time to that effort since we'll have TMG's support in managing business operations." "We've been fortunate to find firms like EAG whose values and approach are aligned with ours, and we're happy to welcome them to our team," said TMG CEO Chris Behrens. "A strong culture fit contributes to a smooth integration for both the clients and employees—and this drives efficiency that is important given our pace of acquisitions." The EAG team will continue to operate out of its office in Nashville, adding another new market to TMG's expanding national presence. "Even in an increasingly virtual world, we value having brick-and-mortar offices around the country," said Patrick Lawlor, CFA, CFP®, President and Head of Mergers & Acquisitions at TMG. "We feel it's important to have advisors who live and work in the same communities as our clients." In addition to news related to its M&A activity, TMG has been highlighted by various financial and business publications for its growth and standing. Most recently, it was recognized by Pensions & Investments magazine as one of the 2021 Best Places to Work in Money Management, largely based on the results of an employee survey that measured the employee experience.3 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 and the client. ABOUT TMG Headquartered in Chicago with offices in Atlanta, Austin, Dallas, Houston, Knoxville, Philadelphia Area, San Francisco Bay Area, Seattle Area, and Washington, DC Area, TMG is a fee-only firm serving primarily high-net-worth individuals. TMG's professionals simplify clients' lives by providing a comprehensive suite of services under one roof. TMG is a federally registered investment adviser under the Investment. This press release was produced by Williamson County Chamber. The views expressed here are the author's own.