The Mather Group Acquires Clear Perspectives Financial Planning
May 23, 2023
The Mather Group, a Chicago-based fee-only wealth management firm, has acquired Clear Perspectives Financial Planning, a Cincinnati-based registered investment adviser with approximately $360 million in AUM. The deal expands TMG’s national footprint (establishing its first brick-and-mortar office in Ohio) and brings the Clear Perspectives team into TMG while preserving client relationships and local operations.
- Buyers
- The Mather Group, LLC
- Targets
- Clear Perspectives Financial Planning, LLC
- Sellers
- Carol Hoffman, Tim Grout
- Industry
- Wealth Management
- Location
- Ohio, United States
- Transaction Type
- Buyout
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