Haland Wealth Management

I'm Sobhi Baghdadi, a CFP® professional and the founder of Haland Wealth Management, an independent, fee-only financial planning firm in Chicago. I built the firm on a simple idea: advice should be paid for directly by the people receiving it, never through commissions or product sales. That way, my only job is helping you make good decisions with your money. I work with clients in two ways. A one-time, project-based plan tackles a specific question or decision for a flat fee you know before we start. An ongoing planning relationship is for people who want a planner in their corner over time, revisiting the plan as life changes; ongoing clients can also have their investments managed as part of that relationship. If I bring in an outside investment manager for your accounts, that manager's fee is separate and disclosed to you first. My fees are flat and quoted before you commit, with no asset minimums. Beyond English, I speak Arabic and French, and I especially enjoy working with individuals and families who want a clear, judgment-free conversation about their finances. As a registered investment adviser, Haland Wealth Management has a fiduciary duty to act in your best interest. If that's the kind of relationship you're looking for, I'd welcome the chance to talk. Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.