The Mather Group, LLC
Stuart Evans has a strong background in compliance and operations management. Stuart currently holds the position of Chief Compliance Officer at The Mather Group, LLC, starting in April 2023. Prior to this, they served as the Chief Compliance Officer - Legal and Compliance at Cerity Partners from September 2020 to March 2023. Stuart also held the role of Principal - Legal and Compliance at Cerity Partners from January 2020 to August 2020. Before joining Cerity Partners, Stuart was the Chief Compliance Officer at EMM Wealth from March 2018 to January 2020, and the Deputy Chief Compliance Officer from March 2016 to March 2018. Stuart gained experience as the Chief Compliance Officer at Ladenburg Thalmann Asset Management from June 2012 to March 2016. Stuart's career began at Iron Point Capital Management, where they worked as the Director of Operations from August 2007 to May 2012. Stuart started their professional journey at Legacy Financial Services, holding the role of Director of Operations from an unspecified start date in 2004 to 2007.
Stuart Evans attended Randolph-Macon College from 1985 to 1989, where they received a B.A. degree in History.
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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.