Overview

Registered Investment Advisory (RIA) firm seeking to grow through merger/acquisition with an existing practice or provide a comforting succession planning solution to retiring advisors. We are an established RIA firm with advisor experience ranging from 14 years to 40 years. We have completed successful mergers with other firms over the last several years, which has provided us invaluable experience in this arena. We provide our client's with financial planning, wealth management, tax, insurance and estate planning services. Located in a Chicago suburb, we provide our services primarily in the Midwest, but have relationships throughout the U.S. We have office space (1,300 sq. ft.) available in our primary office.

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