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With more than 140 Member Firms located across the United States and in the United Kingdom, we are one of the nation's leading financial services design and distribution companies. Since 1978, our network of independent insurance, investment, and executive benefit firms has served the needs of ultra-affluent individuals, corporate executives, successful entrepreneurs, and Fortune 1000 companies. Our Member Firms are independent but work together toward a common goal: to offer a broad range of sustainable solutions designed to help their clients meet their financial goals. M Holdings Securities, Inc. is a Registered Broker/Dealer and a Registered Investment Advisor, member FINRA/SIPC. Third-party posts found on this profile do not reflect the views of M Holdings Securities, Inc. nor its Associated Persons/Affiliates, and have not been reviewed by M Holdings Securities, Inc as to accuracy or completeness. This material and the opinions voiced are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what is appropriate for you, please contact me directly or consult another qualified professional. The testimonials/recommendations used may not be representative of the experiences of other clients, and they are not indicative of future performance or success.

You don’t get one advisor, you get The Mather Group. As your fiduciary, we simplify complex financial planning with an all-inclusive approach to investment, tax, and estate management, all for a transparent fee, so you can focus on what truly matters. The Mather Group, LLC (TMG) is one of the nation's fastest-growing independent, fee-only registered investment advisory firms, dedicated to offering comprehensive financial planning with our clients’ best interests at the forefront. Our financial professionals are not brokers; they do not earn commissions or receive compensation from selling products. This means we are truly aligned with our clients. Our fees are fully transparent and clearly disclosed in our public documents, ensuring there are no hidden costs. We take pride in educating investors on the true meaning of fiduciary responsibility, especially in today’s ever-evolving financial landscape. The Mather Group, LLC (TMG) is registered under the Investment Advisers Act of 1940 as a Registered Investment Adviser with the Securities and Exchange Commission (SEC). Registration as an investment adviser does not imply a certain level of skill or training. For a detailed discussion of TMG and its investment advisory services and fees, see the firm’s Form ADV on file with the SEC at www.adviserinfo.sec.gov, or on the firm’s website at www.themathergroup.com. The opinions expressed, and material provided are for general information and should not be considered a solicitation for the purchase or sale of any security. All return figures and charts shown are for illustrative purposes only. Investing involves some level of risk. Past performance does not guarantee future results.

Silvercrest Asset Management Group is an independent registered investment advisor which provides asset management and family office services to families and select institutional investors. Silvercrest combines the client-focused service which was the hallmark of private banks and investment counsel firms in an earlier age with state of the art theories of portfolio construction, risk management and diversification. Silvercrest's professionals have dedicated their careers to wealth management and our Managing Directors, who average more than 25 years of wealth management experience, have advised their clients through the boom of bull markets and the gloom of bear markets. We are not swayed by market manias. We are only interested in seeing our clients' assets invested in a manner consistent with their tolerance for risk. Silvercrest is free from the numerous conflicts of interest inherent to larger organizations. Our size, our employee ownership and our collegial culture-coupled with the spirit, camaraderie and character of our organization-stand in sharp contrast to much of Wall Street and the financial services industry. We enjoy working with one another and we enjoy working with our clients. The quality, integrity and independence of our advice, coupled with our unwavering commitment to client service, sets us apart in a crowded field.