The Mather Group (TMG), a leading wealth management firm, has officially announced its partnership with The Hogan-Knotts Financial Group. This collaboration will help expand the firm’s ability to serve high-net-worth individuals, multi-generational families, and businesses with increasingly sophisticated financial planning and investment management needs.
A Partnership Built on Shared Values
The Hogan-Knotts Financial Group, which manages over $300 million in assets, has been serving a select group of clients with personalized financial advice for years. The partnership with TMG comes at a time when demand for comprehensive planning is increasing. Robert Hogan, CFP®, and Timothy Knotts, CFP®, the founding principals of The Hogan-Knotts Financial Group, bring over 30 years of experience in financial and advisory services to the collaboration.
“We see client service the same way: integrity first, openness always, and advocacy at the center,” said Jennifer des Groseilliers, CEO of TMG. “Together, this partnership allows us to expand the depth and long-term support we deliver.”
Strengthening Services and Resources
This partnership aligns two firms with a shared belief that clients want clarity, confidence, and a clear roadmap for their financial future. By combining customized investment management with practical financial guidance, the partnership strengthens The Hogan-Knotts Financial Group’s ability to meet client needs while preserving the personalized experience.
“We’re excited to join a firm that shares our values, our planning mindset, and our dedication to a highly personal client experience,” said Timothy Knotts, co-founder of The Hogan-Knotts Financial Group.
Expanding Capabilities and Client Reach
Through this collaboration, TMG and The Hogan-Knotts Financial Group will offer financial planning, investment management, and advisory support to clients in an expanded manner. With more than $300 million in assets and a growing roster of clients, the firms aim to provide a more robust suite of services for individuals and families in need of advanced financial strategies.
M&A Advisory Role by Alaris Acquisitions
The partnership was facilitated by Alaris Acquisitions, an M&A advisory firm specializing in the wealth management industry. Their expertise in guiding firms through mergers and acquisitions played a key role in bringing TMG and The Hogan-Knotts Financial Group together.
About The Hogan-Knotts Financial Group
Founded in 1979, The Hogan-Knotts Financial Group is based in Red Bank, New Jersey, and provides comprehensive financial planning and investment management services. The firm has a rich history of delivering clear, practical financial guidance to its clients, with a focus on long-term confidence and informed decision-making.
About The Mather Group
The Mather Group (TMG) is a fee-only investment advisory firm headquartered in Chicago, with 13 offices nationwide. Known for its Why-Powered Wealth Management approach, TMG serves high-net-worth individuals and families with a personalized, values-aligned approach to financial planning, investment management, and more.
Together, these two firms are set to provide a powerful blend of expertise, client-first values, and strategic planning for those looking to achieve lasting financial success.