A complete list of active advisors currently associated with MB Financial Planning LLC

Warmer can help you find a great advisor at MB Financial Planning LLC or one who fits your needs even better.

MB Financial Planning LLC serves individual clients, including high‑net‑worth individuals, through comprehensive financial planning, investment management, and one‑time financial plans. The firm also provides stand‑alone tax preparation services, employer retirement‑plan advisory under ERISA Section 3(21), and educational speaking engagements. The firm typically implements passive, low‑cost portfolios constructed with index mutual funds and ETFs, while supplementing that approach with fundamental, technical, cyclical and charting analysis when performing investment reviews. Clients may engage for ongoing discretionary management with continuous access to the advisor, or for a one‑time plan where implementation and follow‑up are the client’s responsibility. Compared with many solo independent advisers, MB Financial Planning pairs common fee‑only, AUM‑based advisory services with less common offerings such as tax preparation for non‑clients and formal 3(21) fiduciary retirement‑plan services for employers. The firm’s principal discloses other business activities (including a family farm and small business ventures) and a part‑time public service background, information that prospective clients may consider when evaluating advisor availability and focus.

To learn more about the advisors currently working at MB Financial Planning LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.