Glen Ellyn, IL Office

Fortune Financial Group provides financial planning and discretionary investment management to individuals, trusts, estates, charitable organizations, and small businesses, serving both retail and higher-net-worth clients. The firm offers comprehensive planning across retirement, tax, estate, insurance, cash flow, and debt management and manages approximately $141 million in client assets.

FFG implements long-term investment strategies, typically holding securities at least a year and constructing portfolios primarily from active and passive mutual funds and ETFs under a written investment policy statement; its analysis methods include charting, fundamental, technical, and cyclical approaches. Asset management is discretionary, custodial relationships are commonly with independent custodians (Schwab/SEI), and planning services are offered separately or bundled with asset management.

The brochure discloses that advisors may recommend alternative, illiquid investments and could share in the profits from those recommendations, a compensation arrangement the firm notes may create a financial incentive to recommend such products. It also notes occasional transaction or ticket charges on certain mutual fund trades and that the firm receives custodial and other economic benefits from Schwab and SEI, along with using paid lead-generation services—features that are less common among comparable advisory firms.