MPS-LORIA Financial Planners, LLC logo

MPS-LORIA Financial Planners, LLC

Updated today

Client AUM

$826,570,486

Clients

679

Advisors

6

of 7 employees

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

Financial planning Portfolio management Pension consulting

Expertise

Wealth management Retirement plans for business owners (SEP, solo 401k)

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Fee options

Percentage

$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

Project-based

$200 per hour (financial planning)

Main office

7500 South County Line Road

Burr Ridge IL 60527-6955

Advisors at this office

6

Most active in

Arizona · Colorado · Florida · Illinois · Indiana · Michigan · Minnesota · 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

Advisors at this firm

user avatar

Christos K

Series 63, Series 65

Burr Ridge, IL

MPS-LORIA Financial Planners, LLC

Christos Kyros is a financial advisor at MPS-LORIA Financial Planners, LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has been with MPS-LORIA since 2006. Kyros has additional experience as an independent licensed insurance agent specializing in life insurance. MPS-LORIA Financial Planners, LLC serves a diverse client base including individuals, high-net-worth clients, corporations, pension plans, and charitable organizations. The firm employs an open-architecture, predominantly discretionary investment approach focusing on diversified allocations with no-load mutual funds and ETFs, supported by quantitative screening and research from Fiducient Advisors.

Wealth management Retirement plans for business owners (SEP, solo 401k)
user avatar

Kenneth D

Series 63, Series 65

Burr Ridge, IL

MPS-LORIA Financial Planners, LLC

Kenneth Daemicke is a financial advisor with MPS-LORIA Financial Planners, LLC, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has worked with firms including Cherry Bekaert Advisory, Mueller & Co., and Mulcahy, Pauritsch, Salvador, Ltd., and he has led his own consulting firm, AllPro Financial Solutions Ltd., since 1981. Daemicke also serves as an independent licensed insurance agent and provides consulting services in tax preparation, planning, and advisory. MPS-LORIA Financial Planners, LLC serves a diverse client base including high-net-worth individuals, corporations, pension and profit-sharing plans, charitable organizations, estates, and trusts. The firm employs an open-architecture, predominantly discretionary investment approach that emphasizes diversified portfolios constructed with no-load mutual funds and ETFs, supported by quantitative screening and research.

Wealth management Retirement plans for business owners (SEP, solo 401k)
user avatar

Richard L

Series 63, Series 65

Burr Ridge, IL

MPS-LORIA Financial Planners, LLC

Richard Loria is a financial advisor with MPS-LORIA Financial Planners, LLC, holding Series 63 and Series 65 registrations and offering 35 years of industry experience. He has been with MPS-LORIA Financial Planners and Loria Financial Group since 1999. Outside of advisory work, he is an independent licensed insurance agent and a managing member of Loria Financial Group, LLC. MPS-LORIA Financial Planners serves a varied client base including high-net-worth individuals, corporations, pension and profit-sharing plans, charitable organizations, estates, and trusts. The firm employs an open-architecture, predominantly discretionary investment approach, utilizing diversified allocations primarily composed of no-load mutual funds and ETFs and relies on quantitative screening and ongoing monitoring tools.

Wealth management Retirement plans for business owners (SEP, solo 401k)
user avatar

Michael P

Series 63, Series 65

Burr Ridge, IL

MPS-LORIA Financial Planners, LLC

Michael Pauritsch is a financial advisor with MPS-LORIA Financial Planners, LLC, holding Series 63 and Series 65 licenses and having 40 years of industry experience. He has been with MPS-LORIA and its predecessor, Loria Financial Group, since 1999. He is also an independent licensed insurance agent specializing in life insurance. MPS-LORIA Financial Planners, LLC serves a diverse client base including high-net-worth individuals, corporations, pension and profit-sharing plans, charitable organizations, estates, and trusts. The firm provides investment advisory services, financial planning, and pension consulting, utilizing a predominantly discretionary, open-architecture investment approach focused on diversified allocations through no-load mutual funds and ETFs.

Wealth management Retirement plans for business owners (SEP, solo 401k)
user avatar

Sean P

Series 63, Series 65

Burr Ridge, IL

MPS-LORIA Financial Planners, LLC

Sean Prendergast is a financial advisor at MPS-LORIA Financial Planners, LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Morgan Stanley, Charles Schwab, and Hightower. Outside of his advisory role, he serves as a high school football official for the Chicago Catholic League. MPS LORIA Financial Planners, LLC serves individual clients, including high-net-worth individuals, as well as corporations, pension and profit-sharing plans, charitable organizations, estates, and trusts. The firm employs a predominantly discretionary, open-architecture investment approach focused on diversified allocations using no-load mutual funds and ETFs, supported by quantitative screening and research from Fiducient Advisors.

Wealth management Retirement plans for business owners (SEP, solo 401k)
user avatar

Abigail L

Series 65

Burr Ridge, IL

MPS-LORIA Financial Planners, LLC

Abigail Loria is a financial advisor with MPS-LORIA Financial Planners, LLC and holds a Series 65 designation. She has prior experience working in various roles including freelance acting and employment at several companies before joining the firm. Outside of finance, she works as a freelance actress, involved in auditioning, rehearsing, and performing. MPS-LORIA Financial Planners, LLC serves individuals, including high-net-worth clients, as well as corporations, charitable organizations, and trusts, providing investment advisory services, financial planning, and pension consulting. The firm employs a predominantly discretionary, open-architecture investment approach focused on diversified allocations primarily using no-load mutual funds and ETFs.

Wealth management Retirement plans for business owners (SEP, solo 401k)
View complete list of advisors at this firm
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