Barrington, IL logo

Barrington, IL Office

Updated today
Illuminate Wealth Management logo

Illuminate Wealth Management

Supported

Firm-wide stats for Illuminate Wealth Management

Total advisors

3

Across 3 offices

Clients per advisor

24 Low

Avg AUM per client

$2,269,507 Very High

HNW client ratio

49% High

About

Illuminate Wealth Management advises individuals, families and small businesses, including high‑net‑worth clients and business owners, through discretionary portfolio management, financial planning, limited‑scope projects, and dedicated execution services. The firm also offers virtual family office engagements and a virtual CFO offering for small businesses that combine investment oversight with bookkeeping, payroll and tax coordination support.

Investment decisions are guided by an internal investment cabinet that emphasizes fundamental analysis, manager due diligence and model portfolios, and the firm routinely uses sub‑advisers and third‑party consultants for manager selection and bond sourcing. Portfolios may include mutual funds, ETFs, separately managed accounts, municipal and corporate bonds, and access to private real estate, private equity and digital assets, with ongoing monitoring and periodic client reviews.

Relative to peers of its size, the firm is notable for maintaining multiple client meeting locations despite having a small advisor team and roughly $168 million in AUM, and for packaging execution‑oriented services such as personal bookkeeping, bill pay, and coordination of third‑party tax preparation (which the firm may cover for certain wealth management clients). Illuminate also integrates an estate‑planning technology platform and relies on external research partners, including Fiducient Advisors and SP Financial Group, reflecting a coordination‑focused model that emphasizes both planning and hands‑on implementation.

Based on Illuminate Wealth Management

Expertise

Private / alternative investments Tax-loss harvesting Social Security optimization

Based on Illuminate Wealth Management

Occupation focus

Founder/Business Owner Executive

Based on Illuminate Wealth Management

Location

777 N. Lake Zurich Road, Suite 125 C

Barrington IL 60010

Advisors at this office

1

Advisors at this office

Benjamin H

CFP®

Barrington, IL

Illuminate Wealth Management

As a CFP® professional and founder of Illuminate Wealth Management, I work with business owners, executives, and professionals who are navigating complex financial decisions. My goal is to help you understand your options, avoid costly mistakes, and create a strategy that supports the life you're working so hard to build. Over the years, I've developed a particular passion for helping clients make smart decisions around equity compensation. Whether you're dealing with RSUs, ISOs, stock options, ESPPs, or a major liquidity event, I help clients think through the tax implications, manage concentration risk, and create a plan that connects today's decisions with their long-term goals. I also work closely with business owners who are balancing the demands of running a company while trying to make thoughtful decisions about growing and protecting their personal wealth. When your business, taxes, retirement goals, investments, and family finances are all connected, financial planning becomes about much more than investments alone. While equity compensation and business planning are often what bring people to me, my role is much larger than solving a single financial challenge. I help clients think through retirement, taxes, investments, cash flow, and long-term wealth planning so they can make decisions with confidence and stay focused on what matters most. My approach is simple: bring clarity to complexity and help people make confident financial decisions. I believe good planning should help you spend less time worrying about money and more time focusing on what matters most to you.

Private / alternative investments Equity compensation tax strategy Retirement income strategy Roth conversion strategy RSUs / ISOs / NSOs Founder/Business Owner Executive Established Professionals
View complete list of advisors at this office
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)