The Mather Group, LLC
Adam Recker, CFA, CFP® has a strong background in the financial industry. Adam began their career at First Financial Bank in 2011, where they worked as an Investment Officer until 2017. Adam then joined The Mather Group, LLC as a Financial Planning Analyst in July 2017 and quickly progressed to the role of Portfolio Analyst in January 2018. In August 2019, they were promoted to Sr. Portfolio Analyst and in July 2020, they became the Director of Investment Management. Currently, Adam holds the position of Managing Director and Head of Equities at The Mather Group, where they oversee the Investment Management Department, assists Wealth Advisors in creating investment strategies for clients, and implements personalized investment solutions.
Adam Recker, CFA, CFP® earned their Bachelor's Degree in Finance from the University of Dayton in 2011. Adam obtained the Chartered Financial Analyst (CFA) designation from the CFA Institute in 2015 and the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification from the CFP Board in 2016. In 2022, they obtained the DACFP Certificate in Blockchain and Digital Assets from the Digital Assets Council of Financial Professionals.
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The Mather Group, LLC
The Mather Group, LLC (TMG) is one of the fastest-growing independent, fee-only registered investment advisory firms in the country, offering comprehensive financial planning services with our clients’ best interests in mind. We find cost-effective investment strategies, and clients pay for our professional financial advice. TMG is a federally registered investment adviser with a fiduciary duty to our clients. That means we have a legal obligation to always act in their best interest. When clients choose TMG, we work to mitigate any potential conflicts of interest regarding how their money is managed and where their money is held. Our main concern is working to ensure the best interest of our clients is always met, while creating longevity in our relationships. Our financial professionals do not hold brokerage licenses, are not compensated by selling products, and do not earn commissions—which means we do not incentivize ourselves at our clients' expense. Our fees are always disclosed in our firm’s public disclosure documents, so there are no hidden fees. What we're doing differently is educating investors on what the fiduciary responsibility really means, at a time when it's more important than ever. Our services include: • Financial planning • Retirement planning • Tax planning • Estate planning • Investment management The Mather Group, LLC (TMG) is registered under the Investment Advisers Act of 1940 as a Registered Investment Adviser with the Securities and Exchange Commission (SEC). Registration as an investment adviser does not imply a certain level of skill or training. For a detailed discussion of TMG and its investment advisory services and fees, see the firm’s Form ADV on file with the SEC at www.adviserinfo.sec.gov, or on the firm’s website at www.themathergroup.com. The opinions expressed, and material provided are for general information and should not be considered a solicitation for the purchase or sale of any security.