The partnership unites two planning-led firms with a shared focus on values-based advice, building on Legacy Consulting Group’s nearly three decades of guiding clients through major financial and life transitions.

The Mather Group, LLC (TMG), a $17 billion leading wealth management firm serving high-net-worth individuals and families nationwide, today announced its partnership with Legacy Consulting Group, a Plano, Texas-based wealth management firm with over $400 million in assets under management. The partnership expands TMG’s presence in the Dallas-Fort Worth area while bringing Legacy’s Financial Life Planning approach and nearly three decades of experience to TMG’s broader wealth management platform.

“We’re excited to partner with Legacy Consulting Group and bring together two firms that share an aligned approach to helping clients make thoughtful, values-based financial decisions,” said Jennifer des Groseilliers, CEO of The Mather Group. “By bringing our teams together, we can preserve the personalized relationships and thoughtful planning Legacy’s clients value while expanding the resources and capabilities available to support them through every stage of their financial lives.”

Since its founding in 1997, Legacy Consulting Group has built its approach around Financial Life Planning, helping clients connect financial decisions with their life goals, values, and long-term priorities. Partners Roger A. Shake, CFP®, RLP®, CeFT®, and Steven G. Wachs, CFP®, each bring more than 35 years of experience to the firm. Shake’s work has focused on helping clients navigate the personal and financial complexities of major life transitions, while Wachs, Legacy’s Chief Investment Officer, oversees the firm’s investment philosophy and process with an emphasis on disciplined, long-term decision-making.

“For us, financial planning has always started with understanding what matters most to a client and what they want their wealth to make possible,” said Roger A. Shake, CFP®, RLP®, CeFT®, Partner and Financial Planner at Legacy Consulting Group. “This partnership allows us to continue that work while giving our clients access to a broader set of resources and expertise as their lives and financial needs evolve.”

Together, their experience has shaped a planning model built around long-term relationships with individuals, families, and business owners. Legacy’s process begins by understanding a client’s story, aspirations, and values before developing a customized financial strategy, combining investment management with planning across retirement, tax, estate, risk, and other financial needs.

“Periods of market uncertainty are often when disciplined advice matters most and I believe is when we do your best work,” said Steven G. Wachs, CFP®, Partner and Chief Investment Officer at Legacy Consulting Group. “Our role is to help clients look beyond short-term market movements, stay focused on the plan we’ve built together, and make decisions with their long-term objectives in mind. Partnering with TMG gives us additional resources and expertise to support that approach as our clients’ needs continue to evolve.”

The partnership builds on TMG’s growth in the Dallas-Fort Worth market while bringing together two firms with a shared planning-led approach to wealth management. Legacy clients will have access to TMG’s integrated financial planning, investment management, tax, and estate planning capabilities alongside the relationship-driven approach that has defined Legacy for nearly three decades.

About The Mather Group, LLC

The Mather Group (TMG) is a purpose-driven, fee-only investment advisory firm headquartered in Chicago, with 14 offices nationwide. TMG serves high-net-worth individuals and families across the country with an unwavering commitment to Why-Powered Wealth Management, a personalized, values-aligned approach that helps clients live with clarity, confidence, and purpose.

TMG is committed to putting clients first, offering integrated solutions that include financial planning, investment management, tax strategy, and estate planning. Every strategy is delivered through a collaborative, team-based model designed to align each client’s wealth with what matters most to them.

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.

View source version on businesswire.com: https://www.businesswire.com/news/home/20260929024212/en/