The Mather Group (TMG), a wealth management firm serving individuals and families nationwide, has partnered with The Hogan-Knotts Financial Group, expanding TMG’s East Coast presence and adding new planning and advisory resources in New Jersey.
Based in Red Bank, New Jersey, The Hogan-Knotts Financial Group oversees more than $300 million in assets under management and serves individuals, multi-generational families, and businesses with complex planning needs. The firm is led by principals Robert Hogan and Timothy Knotts, both CFP® professionals with more than three decades of experience. The practice describes itself as independent and focused on objective, client-first advice.
TMG said the partnership brings together two planning-led organizations with a shared emphasis on clarity, long-term guidance, and a team-based client experience. The combined platform is expected to strengthen access to financial planning, customized investment management, and advisory support as Hogan-Knotts continues to grow.
TMG is a fee-only investment advisory firm headquartered in Chicago with 13 offices nationwide. The firm provides integrated services, including financial planning, investment management, tax strategy, and estate planning, through a collaborative model.
Alaris Acquisitions, an M&A advisory firm focused on the wealth management industry, served as advisor on the transaction. Financial terms were not disclosed.
KEY QUOTES:
“From our earliest conversations, it was clear that our values and approach were deeply aligned. We see client service the same way: integrity first, openness always, and advocacy at the center. Together, this partnership allows us to expand the depth and long-term support we deliver.”
Jennifer des Groseilliers, CEO, The Mather Group
“Our focus has always been on building a firm that can grow alongside our clients’ needs. As demand for comprehensive planning continues to grow, this next chapter allows us to expand our capabilities, and deepen the resources available to our clients, all while preserving the personalized experience.”
Robert Hogan, Founding Principal, The Hogan-Knotts Financial Group
“Partnering with The Mather Group allows us to stay focused on what we do best, guiding clients through life’s financial decisions with care and intention. We’re excited to join a firm that shares our values, our planning mindset, and our dedication to a highly personal client experience.”
Timothy Knotts, Founding Principal, The Hogan-Knotts Financial Group
