The Advisors Group of Chicago, LLC

The partners of The Advisors Group of Chicago, LLC provide independent financial planning and wealth management services. Our offices are located in Oakbrook Terrace, Illinois. We serve successful families throughout the Chicago area and around the country. Our five partners work with clients to create a long term financial plan, then help them make that plan a reality. We provide independent advice in the areas of investing, retirement income, college planning, insurance planning and more. We are always happy to meet prospective new clients to learn about their individual situations and to let them decide if we are a good for them. We do not charge a fee for these meetings. Who Are We? The Advisors Group of Chicago, LLC is an independent firm consisting of five partners and an equal number of support staff. As independent advisors we have the freedom to guide our clients to financial solutions that make sense for them. We have no sales quotas; our responsibility is to our clients. It’s always about the big picture. While some clients find us because of a specific immediate need (for example, the need to rollover old 401(k) assets) we have a deep belief in the value of a comprehensive financial plan. Making tactical decisions about investments or insurance is relatively straightforward within the context of a good long term wealth plan. That’s why we feel strongly that our client relationships should begin with the creation of a comprehensive wealth plan. And we find we come back regularly to that comprehensive plan as we help guide our clients’ decisions through the years. The professionals of The Advisors Group of Chicago firmly believe that only with a clear understanding of our clients’ complete financial situation – and their plans and hopes for the future – can we fulfill our role as the family’s primary financial advisor. We’re with you for the long term.We hope that our clients are with us forever. Over 90% of our clients from 10 years ago are still with us today. 1 We provide personal service with big firm resources. Some prospective clients wonder how a boutique firm like The Advisors Group can provide the same types of services that are offered by the big Wall Street firms. We do so through strategic relationships with research firms, money management companies, clearing firms and others. Through these relationships we are able to offer our clients a wide array of sophisticated investment and planning solutions that are often available only to large institutional clients. Our clients always work directly with one of the firm’s partners. We enjoy getting to know our clients very well. In the end, we believe that our clients stay with us through the years because of our personal service, our independence and our attention to their unique circumstances. The fact that no two of our clients are alike is one of the great pleasures of our business.

Address: One Lincoln Center , Suite 360, Oakbrook Terrace IL, 60181, USA

Phone: +1 630 916 4200
FAX: +1 630 495 0269