Lauren
Maher
Matter Family Office
Answer a few questions and
get matched with an advisor.
About this Advisor
Lauren Maher is a certified financial planner operating out of Saint Louis, Missouri who has 1 year of industry experience. Maher is currently employed by Matter Family Office. Over the course of their career, Maher has held roles at Mariner Wealth Advisors - St. Louis, LLC, State Street Bank, Firekeeper, Oklahoma State University and Mariner Wealth Advisors. Maher holds a Series 65 license, qualifying them as an investment advisor representative, and is approved to advise clients in Missouri. Matter Family Office is a company that has its headquarters in Saint Louis, MO. It has offices in two locations and a total of 44 people on staff. It manages $3 billion in assets across its 258 client accounts, making it one of the largest firms in the country by assets under management. The firm provides financial advice to three charities and foundations. Of its 258 customer accounts, 79% belong to high-net-worth investors who have at least $1 million in assets. Matter Family Office provides a wide assortment of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, selection of other advisers, educational seminars and other services. A financial advisor's fee schedules largely are based on the financial services. However, fees billed by Matter Family Office can be comprised of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Matter Family Office Brokerage Details
$3,212,104,878
44
258
$12,450,019
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Selection of other advisers
- Educational seminars/workshops
- Other
Lauren Maher Work History
Lauren has been registered as a financial advisor for 1 years.*
Mariner Wealth Advisors
Mariner Wealth Advisors - St. Louis, LLC
State Street Bank
Firekeeper
Oklahoma State University
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Lauren Maher to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Matter Family Office
Denver, CO
Saint Louis, MO
Saint Louis, MO
Dallas, TX
Saint Louis, MO
Saint Louis, MO
Saint Louis, MO
Denver, CO
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
