PRACTICE INFORMATION

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This fee-only RIA based in Northern Illinois provides comprehensive holistic financial planning, portfolio management, and tax planning to their 37 client households. This practice utilizes a passive, globally diversified investment philosophy with portfolios built for the long run. In 2021, this practice generated $549,100 in gross revenues from providing advice on approximately $108 million in assets. 

The ideal acquisition partner for this practice would be a detail-oriented RIA with a commitment to providing exceptional, high-touch client service. This is a Sell and Stay® opportunity with the principal looking for a glide path to retirement and a CFP employee looking for meaningful career opportunities with the acquiring firm. 

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