Dan Licata's Contact Details

Dan Licata's Company Details

Resource Advisory Services

Knoxville, Tennessee, United States • 1 - 10 Employees
Financial Services

The Mather Group, LLC (TMG) is one of the fastest-growing independent, fee-only registered investment advisory firms in the country, offering comprehensive financial planning services with our clients' best interests in mind. We find cost-effective investment strategies, and clients pay for our professional financial advice. TMG is a federally registered investment adviser with a fiduciary duty to our clients. That means we have a legal obligation to always act in their best interest. When clients choose TMG, we work to mitigate any potential conflicts of interest regarding how their money is managed and where their money is held. Our main concern is working to ensure the best interest of our clients is always met, while creating longevity in our relationships. Our financial professionals do not hold brokerage licenses, are not compensated by selling products, and do not earn commissions—which means we do not incentivize ourselves at our clients' expense. Our fees are always disclosed in our firm's public disclosure documents, so there are no hidden fees.What we're doing differently is educating investors on what the fiduciary responsibility really means, at a time when it's more important than ever. Our services include:• Financial planning • Retirement planning• Tax planning• Estate planning• Investment management