Find a Financial Advisor in Naperville

Offering Collaborative Counsel and Goal-Based Planning

Our financial advisors in Naperville are proud to serve the local community within the Chicago metropolitan area and beyond. Opened in the mid-80s, our Naperville office is focused on helping clients make the most of their financial life.

We develop customized wealth solutions that are specifically curated for each client based on their goals and values. We advocate for socially responsible investing (SRI) and encourage our clients to consider the greater impact of their portfolio.

Our team strives to provide friendly and attentive services to all our clients in Naperville and beyond. We’re about to provide virtual financial planning to clients around the country!

OUR FOCUS IS TO CONNECT YOUR MONEY WITH YOUR life.

Management of Equity Based Compensation

Retirement Planning

Risk Management

Resources

3 Methods to Help Avoid Running Out of Money

3 Methods to Not Run Out of Money

What’s the No. 1 fear in retirement? Running out of money. Get our step-by-step guide to help ensure your assets last a lifetime.

4 Mistakes People Make With Their First Million

4 Mistakes People Make With Their First Million

Identify the next set of challenges you may face and avoid these common mistakes. Get our step-by-step guide to focus on turning your first million into two.

8 Blunders to Avoid in Retirement

8 Blunders to Avoid in Retirement

For many retirees, this momentous event creates apprehension and fear. But, it doesn’t have to be that way. With the proper planning strategy, you can move toward your future with certainty and excitement.

HOW FAR ARE YOU

From Being Ready for Retirement?

Our Advisors

Craig Anderson

Partner, Wealth Advisor

Jack Meyer

CFP®, ChFC®, CLU, CLTC®️
Senior Wealth Advisor

John Kozuch

CFP®
Partner, Senior Wealth Advisor

Alec Kozuch

CFP®
Partner, Wealth Advisor

Mark McCallum

CFP®, MBA
Managing Director, Partner & Wealth Advisor

Lisa Thuer

Partner, Wealth Advisor

Chris Conmy

Partner, Wealth Advisor

Mark D. Anleitner

CFP®
Partner, Wealth Advisor

Gregory Worcester

CFP®
Partner, Wealth Advisor

Jill Gosz

CFP®
Partner, Wealth Advisor

James Carano

CFP®
Senior Wealth Advisor

Dennis Norwood

CFP®, CPWA®
Wealth Advisor

Connor Butler

Associate Wealth Advisor