HomeFinanceEquitable Financial vs Mather Group - Comparison for Financial Planning

Equitable Financial vs Mather Group – Comparison for Financial Planning

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Choosing the right financial planning firm feels like navigating a maze in itself. It’s tough to cut through the multitude of options unless you understand just what makes companies unique. In that regard, within this article today, we match up Equitable Financial versus the Mather Group so you can decide for yourself which might align best with your financial goals.
We’ll also follow ancillary trends such as The Mather Group’s acquisition of Resource Advisory Services and Houlihan Lokey’s planned acquisition of Waller Helms Advisors. All of these trends in the marketplace are redefining financial planning in significant, lasting ways. Let’s begin!

Understanding Financial Planning Firms

What is Financial Planning?

In simple terms, financial planning is taking care of your wealth to reach individual goals- e.g., retirement, buying a house, or creating a family legacy. Equitable Financial and The Mather Group are two such companies with the expertise to guide such decisions.

Why the Right Firm Matters
The right firm provides tailored advice, transparency in fees, and a long-term partnership to help achieve your objectives. You’ll want a team that aligns with your values and has expertise in your specific financial needs.

Key Attributes to Look For Financial Planning

  • Full Services: Do they have all, including investments and planning for your future in retirement?
  • Transparency: Do they clearly disclose fee structures?
  • Word of Mouth: What are current and past clients saying about them?

Overview of Equitable Financial

Equitable Financial is a name one can rely on for financial planning for many years. Known for its client-first approach, the firm offers a wide range of services, including retirement planning, wealth management, and life insurance.

History and Background

The company was founded more than 160 years ago with a legacy of dependability and ingenuity. The operations of the firm are stretched at a national level, having a strong individual market as well as a corporate market.

Services Offered

Equitable Financial provides:

  • Investment management
  • Retirement planning
  • Life and health insurance
  • Estate and legacy planning
  • Target Audience and Strengths

Equitable is especially strong in serving families and professionals who seek a balanced approach to financial planning. Their focus on trust establishment and transparency has earned them their clientele.

Overview of The Mather Group

The Mather Group, TMG, is a very fast-growing financial advisor firm with a strong level of importance placed in financial planning high net worth clients.

History and Background

Founded in 2011, TMG has grown very fast to have a presence throughout the United States, with upwards of 10,000 current clients. The basis of their model is a marriage of personal service with technology.

Service Provided

TMG specializes in:

  • Fee-only financial advising
  • Retirement income strategies
  • Tax-efficient investment solutions

What Sets Them Apart

TMG stands out for its fee-only advisory services to ensure total transparency and no possibility of conflict of interest.

Key Differences Between Equitable Financial and The Mather Group

When comparing Equitable Financial with Mather Group, the differences branch as follows: Approach to Financial Planning Equitable Financial uses the traditional way, mixing comprehensive services with good client trust relationships. Mather Group targets high-net-worth individuals through a technology-driven fee-only advisory professional service. Services Offered Equitable provides services like life insurance. TMG focuses on investment strategies and income tax optimization as the company’s priorities differ from those of Equitable. 
Target Clients

Equitable appeals to a wide market, including families and professionals. TMG, on the other hand, is more geared toward high-net-worth clients who appreciate a sophisticated, technology-based service model.

The Mather Group acquires Resource Advisory Services

The Mather Group acquired financial planning company Resource Advisory Services, in a move with significant repercussions.

  • Why It Matters: The acquisition extends TMG’s presence and client base and, most notably, puts the company perfectly in a position to provide personalized service.
  • Impact On Clients: Existing clients at Resource Advisory Services benefit from access to the TMG suite of fuller service capabilities and high-tech platforms.
  • Equitable Financial’s Philosophy: Equitable Financial is characterized by its full-service planning dedication, offering solutions for a variety of life phases and goals.
  • Comprehensive Planning: Its focus on providing converged solutions allows its clients to have a clear map for managing assets.
  • Client Trust: Equitable Financial boasts a long-term service reputation, and its clients reward it with repeat business through individual service and consistent performance.

Houlihan Lokey Acquires Waller Helms Advisors

Not specifically about Equitable Financial or The Mather Group, but worth noting, is the news of Houlihan Lokey’s acquisition of Waller Helms Advisors.

  • Industry Trends: The act is a move towards consolidation in the financial advising industry, with a potential impact on competition and service innovation.
  • Ripple Effects: Equitable and TMG types of companies may have to react to changing client requirements, with larger companies redefining the field.

Conclusion

Equitable Financial vs. Mather Group comes down to your financial goals and desire for a certain model of service. Equitable Financial is a full-service model for professionals and families, and The Mather Group is a high-net-worth, fee-only advising model. Give your requirements and priorities careful consideration and make your decision appropriately.

FAQs

Who is a good target for Equitable Financial?

Those with a preference for full-service financial planning with a trust and heritage focus will choose Equitable Financial.

What distinguishes TMG?

The fee-only advising and sophisticated use of technology make TMG a high-net-worth ideal model.

How will financial planning companies be impacted through acquisitions?

Acquisitions will mean a better service, more expertise, and access to assets for its clients.

Which company boasts a superior technology model?

The Mather Group is a standout in its use of technology for individualized portfolio management.

Can I switch between companies?

Yes, but one must first review expenses, payoffs, and service compatibility.

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