The Mather Group, LLC
Jesse Golik Meineke is a seasoned finance professional with extensive experience in portfolio management and client relations. Currently serving as a Portfolio Analyst at The Mather Group, Jesse manages client portfolios totaling approximately 12,000 clients and over $8 billion in assets under management (AUM). Jesse has successfully expanded the firm’s AUM by $300 million through the management of two RIA firm acquisitions. Previous roles include Financial Planning Associate at Trinity Financial Advisors, LLC, where key responsibilities involved maintaining client databases, executing trades, and leading the integration of new portfolio management software. Jesse's career began as a Wealth Management Intern at Integra Financial and includes roles as a Deductions Analyst at Saputo Inc. and Underwriting Tech at NSI. Educational qualifications include a Bachelor of Business Administration in Finance from Loyola University Chicago and a study abroad program in finance at Fordham Gabelli School of Business.
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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.