Overview

Boutique NAPFA high service financial planning and investment management firm seeking to selectively expand and maintain high level of service. Every client participates in financial planning whether I manage their accounts or they just want planning on a project basis. I have successfully navigated 3 other client transitions from other firms. I've been a financial planner for over 24 years, with 11 years at my own firm, and can offer your clients sincere care and excellent service. I am looking for opportunities to expand geographically as well as locally in the Chicago area. I am open to the possibility of retaining an employee if it makes sense. If your priority is that your clients are well cared for and are never just a number, then let's have a conversation.

Market
Advisor/RIA
Last Activity
within 6 months

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