MPS-LORIA Financial Planners, LLC logo

MPS-LORIA Financial Planners, LLC

Updated today

Client AUM

$826,570,486

Clients

679

Advisors

5

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

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

Advisors at this firm

user avatar

Christos K

Series 65, Series 63

Burr Ridge, IL

MPS-LORIA Financial Planners, LLC

Christos Kyros is a financial advisor with MPS-LORIA Financial Planners, LLC, holding Series 65 and Series 63 licenses and bringing 14 years of industry experience. He has worked with the firm since 2006 and has also been an independent licensed insurance agent since 1997. MPS-LORIA Financial Planners serves individual clients, including high-net-worth individuals, as well as corporations, pension and profit-sharing plans, charitable organizations, estates, and trusts. The firm offers investment advisory services, financial planning, and pension consulting with a focus on a diversified, predominantly discretionary investment approach using no-load mutual funds and ETFs.

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 credentials and bringing 39 years of industry experience. His career includes roles at Cherry Bekaert Advisory, LLC, Mueller & Co., LLP d/b/a PKF Mueller, and Mulcahy, Pauritsch, Salvador Ltd. He is also president of Kenneth G. Daemicke, Ltd. d/b/a AllPro Financial Solutions Ltd., a consulting firm providing tax preparation, tax planning, and advisory services. MPS LORIA Financial Planners serves individuals, corporations, employee benefit plans, estates, and trusts with portfolio management, financial planning, and pension consulting. The firm uses an open-architecture investment approach focused on diversified allocations primarily through no-load mutual funds and ETFs, aligning asset mixes with client risk profiles and goals.

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 licenses and bringing 34 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 manages insurance company operations within his firm. MPS LORIA Financial Planners serves individuals, corporations, employee benefit plans, estates, and trusts, offering portfolio management, financial planning, and pension consulting. The firm employs an open-architecture investment approach focused on diversified allocations primarily using no-load mutual funds and ETFs, tailoring asset mixes to client risk profiles and goals.

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 at MPS-Loria Financial Planners, LLC with 40 years of industry experience. He has been with MPS Loria Financial Planners since 1999 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he is an independent licensed insurance agent in Illinois. MPS Loria Financial Planners serves individual clients, including high-net-worth individuals, as well as corporations, pension plans, charitable organizations, estates, and trusts. The firm manages approximately $826 million in assets with a five-advisor team, employing a predominantly discretionary, diversified investment approach that uses no-load mutual funds and ETFs alongside quantitative screening and third-party research.

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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