The Mather Group, a $17 billion wealth management firm serving high-net-worth individuals and families nationwide, has announced a partnership with Sebold Capital Management, a Chicagoland-based advisory firm with deep expertise serving small business owners, leaders, and their families. Sebold Capital Management will integrate into The Mather Group, bringing together two planning-led firms committed to coordinated, advice-driven solutions.
Founded in 1998 by Sean Sebold and Kelly Sebold, Sebold Capital Management was built to address a gap in traditional wealth management where advice often centered on products rather than the full financial picture. The firm is known for its specialized approach to helping business owners align enterprise value with personal financial outcomes and navigate transition and liquidity events. Through the partnership, TMG deepens its capabilities within the business owner segment, adding specialized expertise in growth, transition, and liquidity planning.
Support:
FP Transitions acted as advisor for this transaction.
KEY QUOTES:
“Our clients are not facing one decision at a time. They are making interconnected decisions that shape their financial future. 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.”
Jennifer des Groseilliers, CEO, The Mather Group
“Business owners have a different mindset. 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.”
Sean Sebold, Founder, Sebold Capital Management
