The Mather Group (TMG) has entered a partnership with The Hogan-Knotts Financial Group, a New Jersey-based financial planning firm.
Founded in 1979, Hogan-Knotts delivers financial planning, investment management, and advisory services. It manages over $300m in client assets.
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The Hogan-Knotts team works with individuals, families across generations, and businesses requiring financial planning.
The leadership is provided by Robert Hogan and Timothy Knotts, each with more than 30 years in the sector.
The transaction was advised by Alaris Acquisitions, a firm focused on mergers and acquisitions within wealth management.
Hogan said: “Our focus has always been on building a firm that can grow alongside our clients’ needs.
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By GlobalData“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 personalised experience.”
TMG, headquartered in Chicago, operates as a fee-only investment advisory firm.
With 13 offices across the US, the firm provides services to high-net-worth individuals and families throughout the country.
TMG CEO Jennifer des Groseilliers commented: “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 centre. Together, this partnership allows us to expand the depth and long-term support we deliver.”
This development follows another TMG partnership announced in November 2025 with Napa Wealth Management (NWM), an investment advisory business based in Northern California’s Napa Valley.
At the time, NWM reported assets under management of just under $300m.
