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.
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