The Mather Group is expanding its reach into the business owner segment through a new partnership with Sebold Capital Management, a move aimed at enhancing its ability to deliver coordinated financial advice.
The Chicago-based firm, which oversees roughly $17 billion in assets, said the agreement will bring Sebold Capital fully into its platform, combining two firms that share a planning-first philosophy.
Sebold Capital, headquartered in the Chicago suburbs, focuses on advising small business owners, executives, and their families; an area The Mather Group is targeting as part of its broader growth strategy.
By integrating Sebold’s capabilities, the firm expects to deepen its expertise in helping clients navigate the intersection of personal wealth, tax considerations, and business strategy. The partnership is designed to expand resources available across the organization while maintaining continuity for existing client relationships.
Jennifer des Groseilliers, CEO of The Mather Group, emphasized the complexity facing clients today, particularly entrepreneurs juggling multiple financial decisions at once.
“Our clients are not facing one decision at a time. They are making interconnected decisions that shape their financial future,” she said. “This partnership strengthens our ability to bring those elements together with greater depth and coordination, while continuing to deliver the integrated experience our clients expect from The Mather Group.”
Sebold Capital was established in 1998 with a focus on holistic planning rather than product-driven advice, targeting gaps in traditional wealth management approaches. The firm has built a niche helping business owners align enterprise value with personal financial outcomes, particularly during liquidity events and transitions.
Founder Sean Sebold highlighted the distinct mindset of the client base the firm serves.
“Business Owners have a different mindset.” he said. “They are continually looking to add value to their clients, their community and their families. Our role is to coordinate business finance to personal finance, with all its complexity, to ensure business owners are executing on their own value mandate.”
The Mather Group, which operates 13 offices nationwide, said the deal aligns with its broader push toward integrated, advice-led services tailored to high-net-worth clients. Earlier this year the firm announced a partnership with The Hogan-Knotts Financial Group, extending the Chicago-based RIA’s reach on the East Coast and adding a planning-led team in Red Bank, New Jersey, with more than $300 million in assets under management.
Advisors who wait for a wealth event to introduce themselves to the next generation are already too late.
The Sixth Circuit sided with regulators - but its parting words may rattle the whole system
The fintech giant shifts its media strategy despite reporting record trading volumes this month amid its 10% staff reduction.
New Preferred Partner Program lets third-party asset managers including Federated Hermes and T. Rowe Price offer tax-managed separately managed account strategies through Franklin's platform.
Reid & Rudiger opened in 1999, the height of the dot.com stock boom.
Direct indexing is on pace to outgrow ETFs and mutual funds. Northern Trust's Ken Lassner explains why the advisors who get it wish they had started sooner.
As $84 trillion prepares to change hands, advisors who treat estate planning as peripheral are quietly building a sieve, not a book.
