The Mather Group Acquires Berman Advisors

October 8, 2018

On October 2, 2018, The Mather Group, LLC announced it had acquired Steven M. Berman Investment Advisors.

Further terms of the deal were not disclosed.

The Mather Group is a boutique fee-only wealth management firm with approximately $1.8 billion in assets under management.

Berman Investment Advisors is a Mill Valley, CA based financial planning firm serving ultra-high net worth individuals and families, with over $1 billion in assets under management.

Park Sutton Advisors, LLC served as financial advisor to The Mather Group in connection with this transaction.

To read the press release: please click here


Categories

Investment Manager M&A, Transactions