Evanston, IL Office

The firm advises mid‑ to high‑net‑worth individuals and related entities, providing comprehensive financial planning and portfolio management for individual clients as well as trusts, estates and retirement plans. Financial planning engagements commonly produce written cash‑flow and asset projections that form the basis for investment recommendations and ongoing advice.

Engagements typically begin with a planning process using the eMoney platform to define time horizons and liquidity needs, then produce an investment policy that aligns expected draws with allocations to cash/fixed income versus growth assets. Portfolios are implemented with diversified mutual funds, ETFs and, for larger accounts, individual bonds; most assets are managed on a discretionary basis and quarterly performance reports are provided via Advyzon.

What distinguishes the firm from many peers is the integration of accounting and legal capabilities alongside advisory services: several advisors are CPAs and the firm provides tax planning, tax compliance and estate administration, while estate legal services are offered through a separate law practice (all such ancillary services are disclosed and billed separately). The firm also highlights specialized experience advising employees of a multinational energy company on complex qualified and non‑qualified retirement and compensation plans, which it applies when servicing clients with employer‑sponsored benefit complexities.