MPS-LORIA Financial Planners, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
MPS LORIA Financial Planners, LLC serves a mix of individual clients — including high-net-worth individuals — as well as corporations, pension and profit-sharing plans, charitable organizations, estates, and trusts. The firm provides ongoing investment advisory services, individualized financial planning, and pension consulting and participant education to its approximately 679 clients, managing about $826 million in client assets with a five-advisor team.
The firm follows an open-architecture, predominantly discretionary investment approach that emphasizes diversified allocations built primarily from no‑load mutual funds and ETFs. Portfolio construction relies on quantitative screening and ongoing monitoring using the fi360 system and research provided by Fiducient Advisors, and the firm may recommend sub‑advisors or an Investment Policy Statement to implement client objectives.
Compared with many team firms, MPS LORIA discloses the use of endorsements and client testimonials in its advertising, a practice that is relatively uncommon among peers. The firm also discloses relationships that can create conflicts of interest — for example, an affiliated insurance entity and licensed insurance representatives who may earn commissions — and documents its processes for addressing those conflicts while maintaining custodial relationships and operational support through a major institutional custodian.
Client services
Expertise
Fee options
$0 - $999,000: 1.25% $1 million - $2,999,999: 1.00% $3 million - $4,999,999: 0.75% $5 million+: Determined case-by-case
$200 per hour (financial planning)
Main office
7500 South County Line Road
Burr Ridge IL 60527-6955
Advisors at this office
5
Most active in
Arizona · Colorado · Florida · Illinois · Indiana · Michigan · Missouri · Ohio · Tennessee · Texas · Wisconsin
Also doing business as
Bridgeview Wealth Management · Loria Financial Planners · Mps Loria Financial Planners,LLC · Mps Loria Insurance Solutions
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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Advisors at this firm
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