Peggy Kessinger

CFP®, MBA

The Mather Group

Managing Director, Wealth Management

Contact Me

Peggy Kessinger

CFP®, MBA

The Mather Group

Managing Director, Wealth Management

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Peggy Kessinger, CFP®, MBA

Contact Me

503-512-5890 ext. 2

Website

Fee-Only financial planner located in Beaverton, OR, serving clients locally and across the country

Peggy Kessinger is a Beaverton, OR fee-only financial planner serving clients locally and throughout the Portland area. The Mather Group provides comprehensive, ongoing financial planning and investment management to help clients navigate the various stages of life. As a fee-only, fiduciary, and independent financial advisor, Peggy Kessinger is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

As a Managing Director, Wealth Management, Peggy Kessinger has a strong commitment to our clients’ success. She joined The Mather Group through the acquisition of Cedar Financial Advisors, LLC, in October 2022, where she was a Principal. Peggy helped clients develop specific financial and life goals and then assisted them in reaching those goals by providing advice in risk management, income tax planning, retirement planning, investments, and estate planning guidance. 

Before Cedar Financial Advisors, LLC, Peggy was a Financial Advisor at Lifestyle Financial Planning, LLC, an Executive Coach at Kessinger Consulting, and an Engineering Manager at Intel. She earned a Master of Business Administration from the University of Oregon and a Bachelor of Science in Industrial & Operations Engineering from the University of Michigan. She also is a CERTIFIED FINANCIAL PLANNER™ practitioner. 

Peggy Kessinger is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning.

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

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Specialties

  • Comprehensive Financial Planning
  • Retirement Income Planning
  • Investment Management
  • College Education Planning
  • Tax Planning

Ideal Clients

  • Retirees and Near Retirees
  • Growing Families
  • Business Owners and Executives
  • Sudden Money Situations
  • Novice Investors

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • Clearly Defined Fees
  • No Product Sales
  • Complimentary Initial Consultation

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Peggy Kessinger is a NAPFA-Registered Financial Advisor

    The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

  • Certified Financial Planner (CFP)
    Peggy Kessinger is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification

    CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.

  • Kinder Institute
    Peggy Kessinger Has Received Training at the The Kinder Institute of Life Planning

    The Kinder Institute trains and coaches financial advisors worldwide in a method we call financial Life Planning. This method is based on the premise that advisors should first discover a client’s most essential goals in life before formulating a financial plan, so a client’s finances fully support those goals.

  • Money Quotient
    Peggy Kessinger is a Money Quotient Trained Financial Advisor

    Money Quotient is a 501(c)(3) non-profit organization founded on the belief that a holistic and multi-disciplinary approach to financial education and planning will engage individuals and inspire them to maximize their resources and live purposeful lives.

Contact Peggy Kessinger

503-512-5890

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Office Locations:

  • 3853 SW Hall Blvd
    Beaverton, OR 97005

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