$375MM AUM | $2.4MM Rev in
Oakbrook Terrace, IL
We are a fee-only RIA who's grown to 375M since our inception in May, 2017. We are looking to continue our growth by adding additional advisors, and expanding into existing or new markets. Our firm focuses on comprehensive planning; in-house tax preparation and planning, financial planning and investment management. We allow advisors to shed the back-office and administrative responsibilities so they can focus on advising their clients and growing their client book. We believe in being transparent while using the latest RIA technology.