Peggy Kessinger
CFP®, MBA
The Mather Group
Managing Director, Wealth Management
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
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
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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.
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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.
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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.
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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.
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Peggy Kessinger is Mentions on Business Wire: "The Mather Group Acquires Portland-Area Firm, Cedar Financial Advisors"
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Peggy Kessinger is a Proud Owner of Plumper Pumpkin Patch and Tree Farm in Portland, OR where she leads farm talks for school field trips and family outings.
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Peggy Kessinger Presented a Webinar for MoneyQuotient: "MQ In Action"
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Peggy Kessinger is Quoted in Financial Planning Magazine: "What you need to know to start a fee-only RIA"
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Peggy Kessinger is Quoted on Yahoo Finance: "6 Strategies to Avoid Working in Retirement"
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Peggy Kessinger is Quoted in USA Today: "How to invest a lump sum retirement benefit"
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Industry Leader Peggy Kessinger Added to the Cambridge Who's Who Network
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Peggy Kessinger is Quoted in USA Today: "How to invest a lump sum retirement benefit"
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Peggy Kessinger is Mentioned in Financial Planning Magazine: "Snapshots from the NAPFA National Conference"
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Peggy Kessinger Offers a Slidshare on "Women’s Approach To Money: Getting to the Heart of the Matter"
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Peggy Kessinger is Quoted in Financial Planning Magazine: "How mid-career women could reshape the advisory industry"
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Peggy Kessinger is Quoted on FinancialAdvisorIQ: "Put Clients Through a Practice Retirement"
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Peggy Kessinger is a Member of the Circling Institute
Contact Peggy Kessinger
Office Locations:
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3853 SW Hall Blvd
Beaverton, OR 97005