Mortar Group

BACKGROUND

Introduce your business and what you do there.

I’m the director of investing at a financial services company. We partner with registered investment advisor (RIA) owners to provide a seamless ownership transition, preserving firm independence and legacy while offering growth support, talent development, and operational resources for long-term success.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Mortar Group?

We needed help with real estate return performance.

SOLUTION

What was the scope of their involvement?

Mortar Group has helped us invest in real estate. The team has handled everything related to that.

What is the team composition?

We’ve worked with one teammate from Mortar Group.

How did you come to work with Mortar Group?

Someone referred Mortar Group to us. We chose them over other options because they were close to our geographic location.

What is the status of this engagement?

We started working with Mortar Group in January 2026, and our engagement is ongoing.

RESULTS & FEEDBACK

What evidence can you share that demonstrates the impact of the engagement?

Mortar Group has delivered financial returns of more than 25% in three years.

How did Mortar Group perform from a project management standpoint?

We primarily communicate with Mortar Group through virtual meetings.

What did you find most impressive about them?

Mortar Group’s people are great.

Are there any areas they could improve?

There’s nothing Mortar Group could improve on.