The Mather Group (TMG), a wealth management firm with more than $11.7 billion in combined assets under management and assets under advisement, has acquired Clear Perspectives Financial Planning, a registered investment adviser firm based in Cincinnati. Financial terms were not disclosed.
Clear Perspectives was co-founded in 2008 by Carol Hoffman and Tim Grout, who had each spent a number of years in senior financial management roles at Procter & Gamble Co. Following the acquisition, the Clear Perspectives team will continue to operate out of its Cincinnati office as it becomes TMG’s first brick-and-mortar location in Ohio. As of April 30, Clear Perspectives had $360 million in assets under management.
“Building our business has truly been a labor of love, especially because so many of our early clients were people that were already near and dear to us,” said Hoffman. “Over the years, through our commitment to providing caring, informed and ethical guidance,