The Mather Group, LLC (TMG) Enters Strategic Alliance with Independent Progressive Advisors, Expanding Presence in the Pacific Northwest

CHICAGO--(BUSINESS WIRE)--The Mather Group, LLC (TMG), one of the nation’s fastest growing Registered Investment Advisory firms with 12 offices nationwide and more than $14 billion in AUM/AUA (as of 3/31/2025), today announced it has entered a strategic alliance with Independent Progressive Advisors (IPA), a Portland, Oregon-based wealth management firm focused on empowering clients with personalized, values-based financial strategies.

This acquisition represents a continued step forward in TMG’s long-term strategy to build a national, client-centric RIA platform with deep regional roots. By joining forces with IPA, TMG strengthens its ability to scale thoughtfully while maintaining the personalized service and local expertise that clients value.

IPA principals Scott Emblen and Ann Garcia bring over 35 years of combined experience in financial planning, investment management, and strategic advice tailored to business owners, families, and individuals navigating complex financial decisions. Known for a client-first philosophy and holistic approach, the firm helps clients stay grounded in what matters most while remaining flexible for the future.

“We have owned and operated businesses ourselves, so we know firsthand the success factors and challenges business owners face,” said Scott Emblen, of IPA. “Our backgrounds in business allow us to understand what owners need to know about financial health and literacy. This partnership with The Mather Group allows us to expand our impact and continue delivering meaningful guidance to our clients.”

“We’ve been where our clients are,” said Ann Garcia of IPA. “We’ve made tough decisions, planned for major life changes, and learned how to align money with meaning. That experience shapes how we guide others. Money may be the primary tool to pursue those goals, but it’s not the final answer. The real goal is getting to where you want to be in life, and in your finances. That’s what drives our planning process.”

Ann brings national visibility to the firm as a member of the NAPFA Board of Directors and author of How to Pay for College. Scott Emblen holds the Certified Divorce Financial Analyst® (CDFA®) designation and is also a NAPFA member, reinforcing the firm’s commitment to fiduciary excellence.

“This alliance deepens our commitment to helping clients build financial strategies that reflect their values and priorities,” said Jennifer des Groseilliers, CEO of The Mather Group. “Welcoming the IPA team reflects our shared vision of delivering financial guidance rooted in personal connection and long-term impact.”

About The Mather Group, LLC

The Mather Group, LLC (TMG) is a fee-only wealth management firm serving high-net-worth individuals and families. Committed to simplifying clients’ financial lives, the firm offers a comprehensive suite of integrated services. TMG’s in-house team of professionals brings expertise in investment management, financial planning, tax strategy, estate planning, and more—providing truly holistic guidance. 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, please see the firm’s Form ADV on file at www.adviserinfo.sec.gov.

About Independent Progressive Advisors

Independent Progressive Advisors (IPA) is a Portland, Oregon-based, fee-only Registered Investment Advisory firm offering comprehensive financial planning and investment management services. With a long-term, values-based approach, IPA helps clients make smart financial decisions today while remaining flexible to navigate the changes of tomorrow with confidence.

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