The Mather Group, LLC
Brian Schmehil, CFP®, has a diverse work experience spanning over 17 years. Brian is currently a Managing Director of Wealth Management at The Mather Group, LLC, a position they have held since July 2022. Prior to this role, they served as a Senior Director and Director of Wealth Management at the same company. From 2018 to 2021, they were the Director of Financial Planning and from 2011 to 2018, they worked as a Senior Wealth Advisor.
Before joining The Mather Group, LLC, Brian worked at Morgan Stanley as an Analyst from 2008 to 2011. Brian began their career at the University of Illinois Foundation, where they held a Supervisor position from 2005 to 2008. Brian's extensive experience in wealth management and financial planning demonstrates their expertise and commitment to helping clients achieve their financial goals.
Brian Schmehil, CFP® holds a Bachelor's degree in Finance from the University of Illinois Urbana-Champaign. Brian is also certified as a Certified Financial Planner by the Certified Financial Planner Board of Standards, Inc.
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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.