I Needed Cash and Claimed My Social Security Benefits Early – Now What?

Since the beginning of this pandemic and market turmoil, many of our clients who are eligible to claim Social Security benefits have asked, “Should I claim my benefits before my full retirement age, even if they will be permanently reduced?” Financial advisor Sobhi Baghdadi reviews some considerations.

What’s on Your Mind?

We answer frequently asked questions, including “Should I make changes to my portfolio in response to the coronavirus?” and “I heard that Savant is undergoing some changes, how will they impact me?”

A Millennial Financial Advisor’s Advice to Her Own Generation

The Millennial generation is experiencing its second major economic crisis. Financial advisor Sarah McGinniss offers money tips to her generation to help plan for a better financial future amid COVID-19.

What to Expect When You’re Expecting (Outperformance)

The recent stretch of underperformance for small and value stocks has been challenging. Value and size factors have been pronounced dead before, only to come back with a vengeance. Is this time different? Or what is that light at the end of the tunnel?

Watch the Recording of “From Pandemic to Positivity”

Are you looking for practical steps you can take to stay positive during this unsettling time? We welcomed Rod Ogilvie, a licensed counselor and executive coach, for a live interview with our CEO Brent Brodeski on April 28. Rod shared ideas on how to stay positive and how you can provide solid leadership to your family and colleagues. You can watch the recording now.

“Social Distance” Yourself from Panic by Following the Lessons of Past Bear Markets

On top of health concerns, many people are worried about their financial wellbeing. This is the time to lean on your trusted financial professionals to provide clarity on your specific circumstances and to put today’s coronavirus crisis in perspective relative to previous health or financial driven crises we have endured.

2019 Taxes – What We Learned, What We Recommend

Alexander Strauss, financial planning and tax accountant, summarizes what we’ve learned from the 2019 tax return season and outlines possible tax reduction opportunities that you may be able to utilize next year. He also answers recent tax FAQs, including “Am I Eligible to Receive a Stimulus Check?” and “What’s The Deal With the New W-4?”

2020: The Year Required Distributions Aren’t Required

Thanks to the CARES Act, required minimum distributions (RMDs) from tax-deferred accounts are not required during the 2020 tax year. Find out how you can take advantage of the 2020 modifications (even if you already took money out).

Student Loan Relief under the CARES Act

Under the CARES Act, payments for federal student loans are suspended through September, and interest rates are temporarily set to 0%. Read more for details on how this relief works.

Should You Dump Your Family Trust?

Is your family trust aligned with your goals for your family? As federal exemptions change, so do the benefits. Financial advisor Wendy Blair shares some important things to consider.

White Knuckle Time

Yes, the ride is bumpy and we’re experiencing turbulence. But fasten your seatbelt and trust your pilot. If your flight plan is solid, you’ll still arrive safely at your destination. Chief Strategy and Innovation Officer Rob Morrison shares lessons we can learn from recent adversity.

Acknowledging the Losses of Today as a Path to a Wiser Tomorrow

Are you mourning and longing for life “pre COVID-19”? We certainly can’t control the current crisis, but we can help ourselves and those around us to move through the stages of grief. Savant’s Chief Communications and Culture Officer LaVonne Brown provides some perspective.

A New View of Risk

If you’re thinking about reducing your exposure to stocks during a bear market, here are four questions to consider from financial advisor Brent Lindell.

Wealth Transfer Opportunities Amid the Uncertainty of COVID-19

Given the recent stock market decline, now may be an opportune time to take advantage of discounted gifting strategies. Dominick Parillo describes a few wealth transfer strategies you may want to consider.

Focus on Your Health, Wellness, and Family – But Don’t Forget Your Estate Plan

Given the recent stock market decline, now may be an opportune time to take advantage of discounted gifting strategies. Dominick Parillo describes a few wealth transfer strategies you may want to consider.

2020 First Quarter Review Slides

2020 First Quarter Review Slides

Video: Key Provisions of the CARES Act for Individuals and Small Business Owners

Now that the Coronavirus Aid, Relief, and Economic Security (CARES) Act has been signed into law, you’re probably wondering if and how it applies to you. We recently put together an educational video on the key provisions for individuals and small business owners.

Cash Flow Not Impacted by COVID-19? Financial Strategies for Those Still in Good Shape

If you’ve been able to remain in a comfortable financial position amidst the COVID-19 pandemic, you may be wondering if and how the newly passed CARES Act legislation may impact you. Financial advisor J. Peter Doyle reviews some strategies.

Small Business Relief Provisions From the CARES Act

What options does a small business have from the Coronavirus Aid, Relief and Economic Security (CARES) Act? In this blog, Christopher Plagge, CPA, EA, reviews the options and their requirements. Still stumped? Our flow chart for small business owners can help you determine what you qualify for.

Gen Xers and Millennials Can Benefit from the CARES Act, Too!

Financial advisor Jakob Loescher reviews how Gen Xers and Millennials can benefit from the Coronavirus Aid, Relief and Economic Security (CARES) Act.

Watch the Town-Hall Recording: Navigating this Volatile Time

Thank you to all who registered and to those who participated in our Town-Hall Live Webinar “The Coronavirus Crisis: Navigating this Volatile Time” originally broadcast on March 26, 2020. If you missed the live webinar or would like to watch it again, here’s the replay.

What If I Lost My Investments?

As we face the COVID-19 pandemic, the fear throughout the world is palpable. Many investors are asking themselves the question – What if I lost my investments? In this blog post, Cal Brown addresses the question head-on.

COVID-19 – Further Guidance Released by the IRS

You know it is strange times when one day after I write an article explaining new provisions put out by the IRS, I have to write a second article covering the clarifications the IRS released for those new provisions. Yet here we are. This afternoon the IRS released a FAQ page covering several of the questions that were left unanswered in my article yesterday and even some other areas that are worth noting.

COVID-19 – Additional Relief Released by the IRS

The IRS has announced an extension for filing 2019 tax returns. This update from Chris Plagge, Savant’s Director of Tax and Business Services, explains why you might not want to wait.

Flattening the Curve: The Power of Time and Compounding

We in the financial advisory industry oftentimes extoll the virtues of time and compounding when it comes to saving for retirement. In fact, Albert Einstein is rumored to have said that compound interest is the 8th Wonder of the World. This is wonderfully amazing for a 22-year-old at their first job saving in their 401(k). However, the same concept is currently working against us with regard to the spread of COVID-19.

A Response to Market Volatility

With investment markets in full panic mode as a result of the World Health Organization declaring the COVID-19 virus to be a global pandemic, traders on Wall Street are selling at virtually any price, which has caused the markets to drop into bear market territory.

Investing During the Coronavirus Outbreak

As markets come to a close on Thursday, February 27, 2020, the S&P 500 Index (U.S. stocks) and MSCI All Country World All Cap Index (global stocks) have officially entered into a correction (defined by a 10% drop from the most recent high). As equity markets experience turmoil due to concerns surrounding the coronavirus outbreak, it’s important that we take a step back and look at the situation in the context of prior pandemic outbreaks and broader market volatility.

What the SECURE Act Means for Retirement Savings

With all of the political headlines in the news lately, you may have missed an important one that has far-reaching implications for how you save for retirement. In late December, both political parties joined forces to pass the Setting Every Community Up for Retirement Enhancement (SECURE) Act throughout the year.

2019 Fourth Quarter Review Slides

2019 Fourth Quarter Review Slides

2019 Third Quarter Review Slides

2019 Third Quarter Review Slides

Can I Afford to Retire? – Beware of Binary Bias

Why do we continue to approach the nuanced transition into retirement as such a binary/cliff event? I think it’s mainly habit, extending back to the industrial days when you were either employed or not employed. No in-between.

2019 Second Quarter Review Slides

2019 Second Quarter Review Slides

First Quarter 2019 Commentary – A Tradition Unlike Any Other

It has often been said that if a Genie should offer to grant you one wish, you should ask where you’re going to die so as to never go there. The simple logic in that remark is more often it’s worthwhile figuring out what to avoid in pursuit of success.

2019 First Quarter Review Slides

2019 First Quarter Review Slides

Fourth Quarter 2018 Commentary – Turbulent Times

As we catch our breath in the wake of turbulent times, we must separate the emotional aspect of seeing dollar values decline and prevent ourselves from running out of the store when the merchandise goes on sale. While it was painful getting here, global stock markets are cheaper today than 12 months ago. And while valuations alone are not indicative of the markets near term direction, they do inform long term returns. And every investor’s long term returns will ultimately be woven into how they react when things get violent.

2018 Fourth Quarter and Year-End Review Slides

2018 Fourth Quarter and Year-End Review Slides

How Small Business Owners Can Turbo Charge Their Retirement Plan

Small business owners who are contemplating saving for retirement have a wide array of options available to them, and not all are created equal. Each business has its own set of unique circumstances that need customized solutions that are tailored to support their unique situation.

The Return of an Old Friend

Our old friend, Volatility, is back. Just as many people were starting to think markets only move in one direction, the pendulum has swung the other way. Anxiety is a completely natural response to these events. Acting on those emotions, though, can end up causing more harm than good.

A Matter of Principles

There’s no getting around it – yesterday was an ugly day in the stock market. A sea of red throughout the day that turned crimson into the close. October is certainly living up to its reputation as the worst month of the year for stocks.

Third Quarter 2018 Commentary – A Picture Within a Picture

When it comes to investing, it’s best served to check your biases at the door and simply follow the facts.  Contrary to conventional belief, U.S. equities have been historically calm over the past few months while other global equity markets have been extremely volatile.  

2018 Third Quarter Review Slides

2018 Third Quarter Review Slides

Two Common Types of Email Fraud

We are about to enter (arguably) the busiest season of the year: kids are going back to school and back-to-back holidays. All of us are so busy with our personal lives that some things will inevitably fall to the wayside. Your financial assets should not fall into that category.

Small Business Owners and New Tax Law Changes for 2018

With the tax law changes that were implemented last December, many are still trying to figure out what it ultimately means for everyone, including the government’s budget deficit. While the debate rages on about the ultimate effect of this tax bill, the best answer is that we won’t really know the full effects for several years, both positive and negative. There is, however, some certainty as it relates to small business owners.

2018 Second Quarter Review Slides

2018 Second Quarter Review Slides

Second Quarter 2018 Commentary – Summer School

School is out for summer and all of the important grades have been locked in for the first half of 2018. The most recent earnings season grade for corporate America was an “A” as profit growth amongst S&P 500 companies was higher than any time since 2011 and nearly 75% of the stocks in the index beat their estimates, with a boost from lower tax bills. U.S. household wealth surpassed $100 trillion earlier this year for the first time, which means households have nearly doubled their net worth from the low in 2009. And with unemployment dropping to 3.8%, there are now more job openings than bodies prepared to fill them.

Should I Consider a Credit Freeze?

If you are concerned about identity theft, data breeches or someone gaining unauthorized access to your credit report, you may be considering a credit freeze. But is it right for you? The following Frequently Asked Questions (FAQ) may help.

Is It Time to Start College Hunting With Your Child?
Junior High is a Good Time to Start

Panic sets in as you start hearing other parents discuss their child’s resume or college counselor.  Or better yet, you are completely unaware that now is the time to start thinking about college choices for your child. Where do you start?

First Quarter 2018 Commentary – A Changing of the Guard

The markets make the news—the news does not make the markets. 2017 was a year of historical complacency and much of January 2018 marched to a similar beat.

New Medicare Cards Coming Soon – How To Avoid Related Scams

In an effort to deter identity theft, Medicare is mailing new cards that replace Social Security Numbers with a unique Medicare number.

2018 First Quarter Review Slides

2018 First Quarter Review Slides

How To Protect Yourself From Tax Identity Theft

Now that we’re in the thick of tax season, it’s a great time to get up to speed on tax-related scams. Here are two ways tax scammers might target you and what you can do about it.

Market Update – This is the Normal Part

Four percent drops in the stock market, while somewhat rare, aren’t that unusual. What’s unusual are extended market rallies with little to no drawdowns and non-existent volatility. That was the experience in the stock market throughout 2017 and it was an aberration, not the norm. Don’t let anyone ever fool you otherwise.

Did Your Password Make the “Worst 100” List?

2017 was a big year for data security (not in a good way). There…

Making Sense of the New Tax Code

Now that the Tax Cuts and Jobs Act has been signed into law,…

Protecting Your Identity During the Holidays

The holiday season is finally upon us. It is the only time of…

Protecting Your Identity — Blog Post Series

These days it seems like the news is filled with headlines about…

2017 Third Quarter Review Slides

2017 Third Quarter Review Slides

May You Live in Interesting Times …

The times, they are certainly interesting.  Calm has descended…

The Suitcase Widow – Unpacking the Complexities of a New Financial Life

Early in my career as a freshly-minted CPA, an event occurred which continues to have a profound effect on me to this day. A new client came to our offices dragging an old fashioned Samsonite hard-sided suitcase to have her tax return prepared.

The Equifax Breach and Your Taxes

By now, most of you have heard the news about the Equifax data…

Has My Identity Been Stolen?

  Technological advances in the financial-services…

The Summer of ‘17: Another Huber Financial Intern Heads Back to Campus

This is our fourth annual blog post about our summer internship…

College Planning – It’s About More Than Money

The day your newborn was released from the hospital it started, the common refrain about the importance of saving for college and rising tuition costs. After diligently depositing regular contributions and birthday checks into a college fund over the years, you’re on target to fund your child’s education.

In His Own Words – Dave Huber’s Take on Financial Advice and the Industry

  David J. Huber, CFP® founded Huber Financial Advisors,…

Audio: Stay In Your Seat – Good Advice for Investors and Sports Fans

Click on the play button below to listen to the conversation…

Huber Financial Interns – Summer of 2016

Every summer, one or more interns join us for ten weeks to…

The Ugly Duckling

First published in 1843, the tale created by Hans Christian Anderson…

Protect Your Private Information in Five Simple Steps

Realizing your identity has been stolen can leave you feeling…

Scream of the Lizard Brain

It’s not the type of scream you can hear – but at one time…

Investing Lessons from March Madness

As we make plans for the weekend, which probably include watching…

My Summer at Huber Financial

My summer at Huber Financial was incredibly worthwhile. Over…

If It Ain’t Broke …

In the wake of the adrenaline inducing, roller coaster recovery of the last six years ...

Invest Like a Scientist … Not a Psychic!

"A friend who also happens to be a doctor once told me…

Time To Have “The Talk”

“We need to talk.” Whether it’s about defining the direction…

Control Issues

There is very little that you can control, including the…

Guess Who – The Answer Might Surprise You

Being a great investor is incredibly hard. Don’t let anyone…

A New Year, A New Resolution (or Five!)

As the current year comes to a close, you might be scrambling…

Everybody Has a Story – My Years at Huber Financial

In 1998, Dan Rather first started broadcasting Public Eye episodes…

Elegant Simplicity

  “Simplicity is the ultimate sophistication” - Leonardo…

Paying It Forward

Each new year, we express our gratitude as a company by giving…

What the S&P 500 is…and Isn’t

The Standard & Poor’s 500 Index is the most oft-cited…

My Summer at Huber Financial

Ten weeks ago, I joined Huber Financial as their summer intern,…

Investing Do’s: Time Tested Fundamentals That Are Always In Style

During bull markets like this, it’s easy to feel a false sense…

Losing a Spouse – Financial Planning Tips for Starting Over

No one can fully prepare for the death of a spouse. It is an…

529 College Savings Pitfalls

In honor of 5/29 day, we’re looking at college spending rather…

Rediscovering Retirement

Information provided is for illustrative purposes only and should…

The Cocktail Party Fallacy

There is big money to be made in hedge funds – if you run one,…

Video – The Power of Markets

Markets throughout the world have a history of rewarding investors for the capital they supply. Companies compete for investment capital, and millions of investors compete to find the most attractive returns. Markets quickly incorporate information from this competition into security prices.

Video – Foundations of Dimensional Investing

Dimensional's investment philosophy is steeped in principles…

The Flight of Icarus

Some of you may be familiar with the story of Icarus in Greek Mythology. To escape imprisonment by King Minos, Icarus’ father Daedalus fashioned two pairs of wings out of wax and feathers for himself and Icarus, enabling them to fly. Daedalus tried his wings first, but before taking off from the island, he gave Icarus a warning.

A Time of Need

We all experience a range of emotions throughout our lives, including happiness, joy, fear and anger. But when a loved one passes away, emotions understandably have a greater impact on our daily lives. Grief is a natural and healthy process, but unfortunately, there are other realities that require our immediate attention during this stressful time. Read More...

Leading Through the Coronavirus Crisis

In this article contribution to Citywire, a publisher of news and insight for professional advisers and investors around the world, Savant’s CEO Brent Brodeski shares his advice for confident leadership during the COVID-19 pandemic.

A Message from Our CEO

Times like these test our mettle and provide fertile ground for talented leaders to emerge. Embodying competent leadership within our families, communities, and organizations is the key ingredient that will get us through this. We’re in this together.

Savant Capital Management and Huber Financial Complete Merger

Savant Capital Management, a nationally recognized, fee-only wealth management firm, and Huber Financial Advisors, an independent wealth management firm headquartered in Lincolnshire, today announced their merger has finalized. This partnership is the latest in a string of Chicago-based deals completed by Savant since 2013.

Savant Capital Management and Huber Financial Advisors Announce Merger

Savant Capital Management, a nationally recognized, fee-only wealth management firm, and Huber Financial Advisors, an independent wealth management firm, today announced that they will merge during the first quarter of 2020.

Maureen Wright, CFP® Featured on The Living With Money Podcast

Maureen Wright, a wealth advisor at Huber Financial appeared on The Living With Money podcast with Tim Mullooly an investment advisor at Mullooly Asset Management.

Maureen Wright, CFP® Talks About Holiday Spending in The Golden Girl Blog

Maureen Wright, CFP®, a wealth advisor for Huber Financial Advisors, was featured in a post about holiday spending in The Golden Girl blog, which is written for women who find joy in the everyday madness.

Phil Huber, CFA, CFP® Quoted in Barron’s Article About Using Dividend Stocks to Generate Income

In the Nov. 15, 2019 issue of Barron's, Phil Huber, chief investment officer of Huber Financial Advisors cautioned investors about taking on extra risk to achieve higher yields when saving for retirement. He suggested that investors periodically rebalance (from better-performing asset classes to underperformers, for example) and occasionally sell to supplement income.

Huber Financial Team Fills a Heart for Homeless Children In Illinois

The Huber Financial team joined forces with Fill A Heart 4 Kids to fill care packages with winter coats, hats, scarves and gloves for homeless children across Illinois.

Investing with a Blank Canvas: A Q&A with Phil Huber and Patrick O’Shaughnessy

Huber Financial is one of a handful of RIA firms across the country to have immediate access to Canvas, a groundbreaking new separate account platform.

Author Rob Morrison Featured in Financial Planning Magazine

Rob Morrison, CFP®, co-author of Victory Lap Retirement, was profiled in a recent article in Financial Planning Magazine titled, A Retirement Victory Lap Guide for RIA Founders.

Phil Huber, CFA, CFP® Featured on The ETF Experience Podcast

Phil Huber, Chief Investment Officer at Huber Financial appeared…

Phil Huber, CFA, CFP® Named to Investopedia’s 2019 Top 100 Financial Advisor List

Phil Huber, Chief Investment Officer of Huber Financial Advisors, was named to Investopedia's 2019 Top 100 Financial Advisor List.

Financial Times Names Huber Financial One of Top 300 RIAs

We're honored to be included among the Financial Times 300 Top…

Phil Huber, CFA, CFP® Made an Appearance on The Compound Show Podcast

Phil Huber, CFA, CFP®, and Chief Investment Officer of Huber Financial Advisors made an appearance on the Ritholtz Wealth Management podcast, "The Compound Show."

Phil Huber, CFA, CFP® quoted in Forbes article titled “Why Diversification Works: In Life and Markets”

Phil Huber, CFA, CFP®, CIO of Huber Financial Advisors was referenced in a Forbes article posted on May 27, 2019. The title of the article is “Why Diversification Works: In Life and Markets.”

Phil Huber, CFA, CFP® Featured on ETF Prime Podcast

Last month, Phil Huber, Chief Investment Officer at Huber Financial appeared on ETF Store’s ETF Expert Corner Podcast. In the podcast, Phil explains Huber Financial’s ETF selection process and discusses everything from ETF fees to investor behavior, and more.

Rob Morrison’s New Book – Victory Lap Retirement

We’re thrilled to announce the release of Victory Lap Retirement,…

Huber Financial is Growing!

Meet the latest additions to the Huber Financial team.

Phil Huber, CFA, CFP® Featured on Behind the Markets Podcast

Last month, Phil Huber, chief investment officer at Huber Financial appeared on the Wharton Business Radio's Behind the Markets podcast hosted by WisdomTree’s Jeremy Schwartz.

Philip Huber CFA, CFP® Quoted in New York Times Article

Phil Huber, CFA, CFP®, chief investment officer at Huber Financial Advisors, was quoted in a recent New York Times article titled, For a While, Bond Finds Were an Exception to the Indexing Rule.

Dave Huber Purchases Two Mag Mile Lighthouses

It looks like the cold Chicago weather is settling in and last summer is but a memory. At Huber Financial, we're bringing some of the art from the Lighthouses on The Mag Mile exhibition to warm up our Lincolnshire and Chicago Offices. 

Philip Huber, CFA, CFP® Featured on the Cover of RIA Magazine

Philip Huber CFA, CFP, chief investment officer of Huber Financial Advisors, was featured on the cover of the October 2018 issue of RIA Magazine.  The article, titled "Ready To Rumble" discussed Phil Huber's career and his approach to investing and portfolio management. 

Introducing the Huber Financial App

Now you can access your Huber Financial Client Portal through…

Huber Financial Team Attends 2018 Schwab IMPACT in Washington DC

Ed Cruickshank, CFP®, J. Peter Doyle, CPA/PFS, CFP®, Doug…

Phil Huber, CFA, CFP® Appeared Live on Bloomberg TV to Talk About ETFs

 Phil Huber, CFA, CFP®, chief investment officer of Huber…

Huber Financial Welcomes New Team Members

Please join us in welcoming three new team members - Stephen Bergman, Portfolio Manager; Erica Simios, Client Service Associate and Elena Zekic, Portfolio Services Associate.

David Huber Appears on The Steve Cochran Radio Show for Follow Up Interview about Lighthouses on The Mag Mile

David J. Huber, CFP® appeared on The Steve Cochran Show on WGN Radio for a follow-up interview about Lighthouses on The Mag Mile.

Lighthouses on The Mag Mile Featured on CBS Sunday Morning

Lighthouses on The Mag Mile was featured on CBS Sunday Morning on July, 22, 2018. Huber Financial Advisors, LLC is the Primary Sponsor of the art initiative.

Huber Financial Advisors LLC Adds Four New Owners

Huber Financial Advisors, LLC is pleased to announce that it has added four new owners.

David Huber Appears on The Steve Cochran Radio Show and ABC7 News Chicago to Talk about Lighthouses on The Mag Mile

David Huber appeared on The Steve Cochran Show on WGN Radio and…

Lighthouses on The Mag Mile Unveiled at Downtown Press Conference

David Huber, CEO of Huber Financial Advisors, spoke at a…

Robert Morrison Writes Article for Morningstar.com

Robert Morrison, CFP®, president of Huber Financial Advisors, wrote an article titled, Preparing for a Victory Lap Career, which appeared on Morningstar.com.

Huber Financial Advisors LLC Will Be Presenting Sponsor for Lighthouses on The Mag Mile Public Art Initiative

David Huber CFP®, CEO of Huber Financial Advisors, LLC, an independent…

Phil Huber, CFA, CFP® to Speak at 2018 Morningstar Investment Conference

Phil Huber, CFA, CFP®, chief investment officer of Huber Financial,…

Phil Huber, CFA, CFP® Speaks on Financial Blogging Panel at Inside ETFs Conference

Phil Huber, CFA, CFP®, chief investment officer for Huber…

Maggie Baer Joins Huber Financial as Chief Administrative Officer

Join us in welcoming Maggie Baer to the Huber Financial team…

Huber Financial Celebrates 30-Year Anniversary

Huber Financial Advisors is recognizing its 30th anniversary…

Will Gunlicks, CFP® Speaks on Industry Panel About Business Succession Planning

Will Gunlicks, CFP® participated on a panel of industry experts…

Phil Huber, CFA, CFP® to Appear on Blogging Panel at Inside ETFs Conference on January 22, 2018

Phil Huber, CFA, CFP®, chief investment officer of Huber…

Huber Financial Welcomes New Team Members

Laura Daly Client Service Associate Laura Daly recently joined…

Paulina Iantchev Promoted to Senior Client Service Associate

Paulina Iantchev has been promoted to a senior client service…

Video Interview: Rob Morrison, CFP® and Morningstar’s Christine Benz

Rob Morrison, CFP®, president of Huber Financial Advisors,…

Kim Drake, CFA Attends Dimensional Fund Advisor’s Women & Wealth Event

Kim Drake, CFA, a wealth advisor for Huber Financial,…

Huber Financial Hosts Future Women in Business Onsite Learning Day

On October 25, we were honored to host a group of 10 female…

Janet Petran, CPA, CFP® Featured Guest on Club Sandwiched Podcast

Janet Petran recently appeared on the Club Sandwiched…

Huber Financial Team Supports First Tee Foundation of Chicago

Ed Cruickshank, CFP®; Pete Doyle,CPA/PFS, CFP®; Bob Witt, CFP®,…

Maureen Doyle, CFP® is Promoted to Financial Planner

Maureen Doyle, CFP has been promoted to Financial planner responsible for working with clients to create, implement and monitor their comprehensive wealth management plans.

Maureen Doyle, CFP® Meets with Aspiring Financial Planners at Illinois State University

  Maureen Doyle, CFP, a financial planner at Huber…

Phil Huber, CFA, CFP® Participates on Panel Discussion at Private Wealth Midwest Forum

Phil Huber, chief investment officer for Huber Financial Advisors,…

Follow Huber Financial on Facebook and Twitter

We've expanded our social media presence to include Facebook, Twitter…

Huber Financial Named to 2017 Financial Times 300
Top Registered Investment Advisers

Huber Financial Advisors, LLC Named to 2017 Financial Times…

Huber Financial Advisors Ranked Among the Biggest Gainers in InvestmentNews

Click here to download PDF Media Contact: Martha Conlon, 847-415-9834…

Huber Financial Launches Bite Sized Finance Podcast

Huber Financial Advisors today announced the launch of its…

Huber Financial Launches Upgraded Client Portal

Huber Financial launched its upgraded client portal today.…

Wealth Manager Bob Witt Earns Retirement Income Certified Professional (RICP) Designation

Robert J. Witt, a wealth manager with Huber Financial Advisors,…

Huber Financial Advisors Is a Participating Sponsor for 19th Annual 2016 Rotary Race for Charity

Huber Financial, an SEC registered investment advisory firm,…

J. Peter Doyle, CPA/PFS, CFP®, Huber Financial CCO Quoted in Financial Advisor Magazine Article about Social Security Changes

J. Peter Doyle, CPA/PFS, CFP®, a wealth manager for Huber Financial,…

Huber Financial Advisors Opens Location at 200 West Madison Street in Chicago

Click here to download PDF LINCOLNSHIRE, Ill., Jan. 6, 2016—Huber…

Philip Huber, CFA, CFP(R) and Edward Cruickshank, CFP(R) Attend Schwab IMPACT Conference in Boston

Phil Huber, CFA, CFP®, chief investment officer and Ed Cruickshank,…

InvestmentNews Quotes Philip R. Huber, CFA, CFP(R) on Dimensional Fund Advisor’s ETFs

Dimensional, John Hancock in partnership to build their first…

Philip R. Huber CFA, CFP(R) Featured in Wall Street Journal Article

Voices: Phil Huber, on the Benefits of Having a Dedicated CIO Click…

Philip R. Huber, CFA, CFP(R) Featured in InvestmentNews Cover Story

Chief Investment Officer Philip R. Huber CFA, CFP® was featured…

Wealth Manager Edward H. Cruickshank Receives Certified Financial Planner Credentials

Edward H. Cruickshank, CFP® recently obtained his Certified…

Huber Financial Advisors Names Philip R. Huber Chief Investment Officer

Click here to download PDF Huber Financial Advisors, LLC.,…

CNBC’s Sharon Epperson – Financial Lessons Learned After Surviving a Ruptured Brain Aneurysm

More years ago than I want to admit, I had the pleasure of working with Sharon Epperson, Senior Personal Finance Correspondent for CNBC when I was part of Morningstar’s media relations team. Sharon was and still is one of my favorite media contacts. Today— two teenage children and another career later—I read Sharon’s inspirational story about her experience and recovery from a ruptured brain aneurysm.

Female Visionary Spotlight – Grandma Moses

Her legacy is both captivating and astonishing and can make you say to yourself, if not for women like Grandma Moses, where would we be as women today? She was a cultural icon who inspired housewives, widows and retirees. Her father’s encouragement led her to pursue her childhood dream that manifested itself in earnest when she was 78.

Combining Finances With a Significant Other

As an advisor, many of my clients are married couples, or unmarried partners for whom we do combined financial planning. More and more, though, we are seeing couples who kept things separate and now want to know the best way to approach combining their financial assets. Perhaps it’s a newly married couple who now realize that raising a family might necessitate combined household budgeting and saving for college.

Female Visionary Spotlight – Virginia d’Albert-Lake

Virginia d'Albert-Lake is an unsung American heroine and a woman who was given France’s highest award, the Legion d’Honneur. She was born June 4, 1910 in Dayton, Ohio to a physician and a mother who headed a country day school.

Balancing Act – Elder Care and The Sandwich Generation

Like many women my age, I find myself in the challenging position of balancing my career, my family and my aging parents. I’m often faced with difficult decisions regarding how to spend my limited time. I’m part of the growing population often referred to as the Sandwich Generation – sandwiched between the demands of caring for the older generation while still raising the younger generation.

Female Visionary Spotlight – Carol Burnett

As I continue to research the lives of fascinating women, Carol Burnett was an obvious choice to include as one of our visionaries. She is a woman whose characters and career are entrenched in the minds of millions and has spanned seven decades.

Women and Retirement Savings

A recent article in Forbes points out that women in two-earner households are at greater risk of missing their savings targets for retirement. For many, this translates to a lower standard of living.

Women and Disability Coverage

As a financial advisor, I always check to make sure that my clients with dependents have enough life insurance to ensure that their children will have sufficient financial resources should my client prematurely pass away.

Female Visionary Spotlight – Coretta Scott King

Imagine the year 1904, when Coretta Scott King was born. She was the third of four children born in her parents' home with her great-grandmother presiding as midwife. Her maternal grandparents were Mollie and Martin Van Buren McMurray born to slave owners.

What Women Can Do Now to Prepare for Losing a Spouse

Recently, a New York Times article on widowhood cited a U.S. Census Bureau statistic that stopped me in my tracks. Roughly 34% of women over the age of 65 were widows in 2016, compared to only 12% of men. That’s right, if you’re female and over the age of 65, about one-third of you and your close female friends are likely to have lost a spouse.

Cents of Self Spotlight – John Hanley’s Story

Growing up, I was raised by women. My parents divorced when I was young and I never really knew or thought about my situation being unique, it’s just the way it was. The only condition I really knew was being raised by a single mom with a lot of help from a widowed Grandma who at times lived with us. I know that it was not always an easy journey for the women tasked with raising me, but those trials made all of us stronger and taught me many a lesson about life and money.

Cents of Self Spotlight – Paulina Iantchev’s Story

As I approach my four-year anniversary with Huber Financial, I spent some time reflecting on the last four years since I graduated from college and realized that I’m about the same age as my parents when they left their home country of Bulgaria. I cannot even begin to draw similarities between our lives, but even so the values and guidance they gave me throughout my life made me who I am today.

Female Visionary Spotlight – Amelia Earhart

Amelia Mary Earhart, born on July 24, 1897 was an American aviation pioneer and author. She was the first female to fly solo across the Atlantic Ocean and received the United States Distinguished Flying Cross for this accomplishment.

Setting Goals to Push Past Your Comfort Zone

They say that life is about pushing past your comfort zone but crossing that threshold is never easy or comfortable. In a couple of weeks, I will be sitting on a panel of service professionals to talk about goal setting, a valuable skill that I have relied on to help me break through my comfort zone and achieve exciting new things.

Money and Finance – Why Is It a Taboo Subject With Your Closest Friends?

Women need to be able to talk about money openly - in the same way that we share most everything else that’s important in our lives. Hope you enjoy this video by Sally Krawcheck, and that it gets us thinking about why we avoid money conversations, and the price that we pay for avoiding the subject.

Feeling Stressed? So did Laura Ingalls Wilder

As an avid fan of Little House on the Prairie, I never thought I’d hear the name Laura Ingalls Wilder and stress in the same sentence. During my morning commute, I listened to Gretchen Rubin’s podcast Happier where she read a quote from Wilder’s book, Little House in the Ozarks, a collection of pieces that she wrote for regional newspapers and magazines. Keep in mind that she wrote this in 1924 when she lived on a farm in Missouri.

Female Visionary Spotlight – J.K. Rowling

In researching the fascinating life of Joanne Rowling (J. K. Rowling), it did not escape me that certain words/phrases were synonymous with the name “Most Influential Woman in Britain.” In the face of adversity; courageous; rags to riches and willingness are just a few.

Do You Have a “Money Image” Problem?

As a marketer at Huber Financial, most of my work happens behind the scenes. When I prepare content to post on HuberFinancial.com, I search for images to add interest to our blog and social media posts. As we prepared to launch our Cents of Self page, I spent considerable time searching through photos of women and money. It didn’t take long to notice a pattern in the search results that I left me feeling frustrated and less than empowered.

Women In the Workplace Study

Many of us have read Sheryl Sandburg’s book, “Lean In.” While there was some pushback from females and males alike on some of her comments in that book, I think we can all agree that Sheryl’s ongoing commitment to studying and improving gender diversity in the workplace has been a beacon of light to all women who have wished for more equality at work.

Huber Financial’s Women’s Initiative – Cents of Self (EP36)

This Bite Sized Finance podcast episode provides a sneak peek at Huber Financial's women's initiative - Cents of Self. Rob Morrison, CFP® interviews Kim Drake, CFA and Janet Petran, CPA, CFP® about this new initiative.

How Your Love Life Might Be Hurting Your Wallet

A link to some interesting research that addresses the disparity between financial literacy levels in couples over time.

Female Visionary Spotlight – Eleanor Roosevelt

Anna Eleanor Roosevelt; October 11, 1884 – November 7, 1962 was an American political figure, diplomat and activist. She served as the First Lady of the United States from March 1933 to April 1945 during her husband President Franklin D. Roosevelt's four terms in office, making her the longest serving First Lady.

Female Empowerment and Financial Literacy

A July 2017 study, titled “The Gender Gap in Financial Literacy: A Global Perspective,” by the Global Center for Excellence in Financial Literacy, shows that there is a persistent gap in financial literacy between men and women worldwide.

Eldercare 101 (EP31)

Janet Petran, CPA, CFP® talks to Nancy Siegel, an eldercare expert with Senior Living Experts, about Eldercare basics and how to support the needs of an aging loved one.

Discussing College Funding with Your Child (EP29)

Rob Morrison, CFP® and Kim Drake, CFA have a discussion about higher education costs. This episode focuses on getting your child involved in the financing discussion.

The Suitcase Widow – Unpacking the Complexities of a New Financial Life

Early in my career as a freshly-minted CPA, an event occurred which continues to have a profound effect on me to this day. A new client came to our offices dragging an old fashioned Samsonite hard-sided suitcase to have her tax return prepared.

Having The College Money Talk with Your Child (EP12)

Rob Morrison, CFP® and Kim Drake, CFA have another discussion about higher education costs. This episode focuses on getting your child involved in the financing discussion.

College Planning – It’s About More Than Money

The day your newborn was released from the hospital it started, the common refrain about the importance of saving for college and rising tuition costs. After diligently depositing regular contributions and birthday checks into a college fund over the years, you’re on target to fund your child’s education.

When and How to Start Planning for College (EP11)

Rob Morrison, CFP® and Kim Drake, CFA talk about the best time to start working with your child to plan for college. A conversation that includes some of their own experiences from the trenches.

Bite Sized Finance LogoEach episode of Bite Sized Finance will only take a few minutes of your time, but will leave you with some actionable, easy to understand investing advice.

This podcast is all about mindful meditations on the small but truly important elements of money and personal finance.

Author Olivia Arquette and Her Victory Lap (EP46)

Olivia Arquette is a wife, mother, and lover of things that make her laugh. Before becoming an author, Olivia spent the majority of her career in the financially lucrative, but emotionally vexing field of pharmaceutical sales and marketing. She left this career to follow her dream of becoming a published author with her first book, Ms. Medicine. In this episode, Janet Petran, CFA, CFP® and Rob Morrison, CFP® talk to Olivia about her journey. 

Year-End Tax Tips 2019 (EP45)

Ed Cruickshank, CFP® and Pete Doyle, CPA/PFS, CFP® are back in the studio to talk tax tips for 2019. There's still time to take some steps that may lower your overall tax bill for this year and the next. During this discussion, Ed and Pete focus on specific areas such as medical expenses,  529 plan contributions, health-savings accounts (HSAs) and retirement accounts.

Markets and White Knuckle Flying – Rebroadcast (EP44)

In this episode, Rob Morrison, CFP® interviews Huber Financial’s Founder and CEO Dave Huber, CFP® about some parallels between investing and white knuckle flying. This rebroadcast has some sage advice from Dave Huber about how to handle some of the common feelings investors have during market fluctuations. 

Financial Planning for Newlyweds (EP43)

Combining finances can be one of the most difficult things about becoming a newlywed. Whether you are engaged, a current newlywed or know someone in the situation, this episode is for you. Maureen Doyle Wright, CFP® and Janet Petran, CPA, CFP® have a conversation about how to handle finances during the newlywed and later phases of marriage.

What Is Tax-Optimized Investing? (EP42)

Have you ever wondered what considerations go into tax-optimized investing? Or what kind of accounts are most often used in this strategy? In this episode, our in-house tax expert, Pete Doyle, CPA/PFS, CFP® provides and Ed Cruickshank, CFP® provide an overview.

Rage Against the Machines – A Review of the 2018 Markets (EP41)

In this episode, Phil Huber, CFA, CFP® and Ed Cruickshank, CFP® discuss one of the narratives that became popular during the fourth quarter - the rage against the machines. Many pundits in the news and social media said that the market downturn was "machine driven." They attributed the sell-off to algorithm trading "machines." Listen to this market 2018 wrap up episode to hear more.

Most Popular Podcast of 2018 – Avoiding Estate Planning Pitfalls (EP40)

We searched the archives and found the most popular Bite Sized Finance episode of 2018. In this episode, Will Gunlicks, CFP® interviews our guest, Micheal Rhoades, an estate planning attorney, about common estate planning pitfalls and ways to avoid them.

Year-End Tax Tips 2018 (EP39)

With the end of 2018 quickly approaching, you might be thinking about what, if anything, can be done to manage your tax situation. In this episode, Ed Cruickshank, CFP® and Pete Doyle, CPA/PFS, CFP® discuss year-end tax strategies that could help ease your tax bill.

30th Anniversary Edition: From Present Day and Beyond (EP38)

In the third installment of our 30th Anniversary podcast series, Rob Morrison, CFP® interviews Dave Huber, CFP® about what the next 30 years might look like for Huber Financial and the planning profession. 

A Tale of Two Investors (EP37)

In this episode of Bite Sized Finance, Rob Morrison, CFP® and Phil Huber, CFA, CFP® have a conversation about the differences between a Traditional Investor and an Evidence Based Investor. Which one would you rather talk to at a cocktail party?

Huber Financial’s Women’s Initiative – Cents of Self (EP36)

This Bite Sized Finance podcast episode provides a sneak peek at Huber Financial's women's initiative - Cents of Self. Rob Morrison, CFP® interviews Kim Drake, CFA and Janet Petran, CPA, CFP® about this new initiative.

Five Crucial Issues for Small Business Owners to Consider (EP35)

Listen to Ed Cruickshank, CFP®, a wealth manager for Huber Financial interview William Levy, an attorney at Rhoades Levy Law Group who specializes in the legal issues facing small to medium-sized businesses. An informative discussion about the top legal issues facing closely-held business owners.

30th Anniversary Edition – The Financial Crisis of 2008 Through Today (EP34)

In the third installment of our 30th Anniversary podcast series, Rob Morrison, CFP® interviews Dave Huber, CFP® about what life was like at Huber Financial from the financial crisis of 2008 through today.

Market Commentary – Second Quarter 2018 (EP33)

Huber Financial's Chief Investment Officer, Phil Huber, CFP® recaps market performance in the second quarter and first half of 2018.

Behind the Scenes – Post Tax-Season Accounting Practice (EP32)

Welcome to episode 32 of the Bite Sized Finance Podcast featuring Robert Mercola, CPA, JD, a partner at The Abrix group, a local public accounting firm. In this episode, Robert Morrison, CFP® has a conversation with Bob Mercola that provides a behind the scenes look at what happens at an accounting firm post-tax season.

Eldercare 101 (EP31)

Janet Petran, CPA, CFP® talks to Nancy Siegel, an eldercare expert with Senior Living Experts, about Eldercare basics and how to support the needs of an aging loved one.

30th Anniversary Edition – The 90s Through Y2K (EP30)

We commemorate our anniversary year with part two of our anniversary series. Listen to Rob Morrison, CFP® interview Dave Huber, CFP®, founder and chief executive officer of Huber Financial about what it was like to manage the business through the 1990s and past Y2K.  Dave and Rob reminisce about the markets and how much the financial planning industry has changed. 

Discussing College Funding with Your Child (EP29)

Rob Morrison, CFP® and Kim Drake, CFA have a discussion about higher education costs. This episode focuses on getting your child involved in the financing discussion.

Our Culture of Immediacy (EP28)

With the advent of instant messaging, Amazon Prime and Google, most of us have gotten used to getting what we want in a matter of minutes, if not seconds. But are we losing the fine art of patience? In this episode Rob Morrison, CFP® and Ed Cruickshank, CFP®, will talk about how this culture of immediacy may be affecting your investment decisions. 

What Is a Career Victory Lap? (EP27)

We're seeing an emerging trend where people phase into their retirement. It's no longer a singular event where you transition from full working to full not-working overnight. We call this new phase of retirement a Victory Lap. In this episode Rob Morrison, CFP® and Ed Cruickshank, CFP® have a conversation about this new retirement trend. Is a Victory Lap right for you?

Protecting Your Identity (EP26)

Online shopping through a cell phone or laptop has become a normal part of our lives. Some prefer to shop from the comfort of their family room couch while others take care of their online errands at a local cafe. Wealth Manager Kim Drake, CFA and Paulina Iantchev, a senior client service associate, talk about some helpful tips on how to protect your identity.

How To Avoid Common Estate Plan Pitfalls (EP25)

In this episode, Will Gunlicks, CFP® interviews our guest, Micheal Rhoades, an estate planning attorney, about common estate planning pitfalls and ways to avoid them. 

Should Retirees Worry About Market Volatility? (EP24)

In this episode, Rob Morrison, CFP® and Bob Witt, CFP®, RICP® talk about recent market volatility and how it may affect retirees--especially those who are recently retired. Bob Witt talks about "The Bucket Approach" to retirement planning and how it works. 

30th Anniversary Edition – The Early Days of Huber Financial (EP23)

In this episode, Dave Huber, CFP®, founder and chief executive officer of Huber Financial and Rob Morrison, CFP® talk about the early days of Huber Financial. Dave reminisces about what it was like to start Huber Financial in 1988 and his early experiences starting the firm through the 90s. 

The Year That Was 2017 – A Look Back (EP22)

Rob Morrison, CFP® and Phil Huber, CFA, CFP® look back over the last year and what happened with the markets and some other notable topics such as the rise of cryptocurrency. 

The Dangers of Overconfidence (EP21)

In today's episode, Rob Morrison, CFP® and Ed Cruickshank, CFP® talk about the fascinating field of behavioral finance, which is still relatively new. They will have a conversation about two particular biases -- familiarity and overconfidence. Both can tend to skew our behavior in investing, but awareness is the key to successfully overcoming them.

Unraveling the New 2018 Tax Code (EP20)

Have you been thinking about how the new tax code may affect your financial situation? In this episode, our in-house tax expert, Pete Doyle, CPA/PFS, CFP® and Ed Cruickshank, CFP® will provide a high level discussion of the new legislation and the possible impact it might have on your finances. 

Charitable Giving (EP19)

Andrew Musbach, CFP® and Ed Cruickshank, CFP® talk about some of the best ways that investors can give back to their favorite causes. In this episode, you'll learn about donor-advised funds and other tax-efficient strategies for charitable giving.

Year End Tax Tips (EP18)

It's that time of year again. Tax season is upon us and today our in-house tax expert Pete Doyle, CPA/PFS, CFP®  will talk about year-end tax strategies with Ed Cruickshank, CFP®. 

Market Highs (EP17)

We're in the final quarter of 2017, a market that has surprised many of us. With its continued march upward the media and almost anybody you want to talk to seems to have a similar question on their minds and lips, which is, "We're at all-time market highs. How much higher will this one go?" In this episode, Rob Morrison, CFP® and Ed Cruickshank, CFP® have a conversation about the current bull market.

Does Your Portfolio Have an Achilles’ Heel? (EP16)

In this episode, Ed Criuckshank, CFP and Martha Conlon discuss the legend of Achilles. Does your portfolio have a similar weak spot or vulnerability?

Compound PlanningSM – An Introduction (EP15)

Warren Buffett said, "Someone is sitting in the shade today because someone planted a tree a long time ago." We think of Compound Planning the same way we think of the power of investing in its compounding. Over time the multiplying of your money is powerful.

The Power of Compounding (EP14)

Albert Einstein called it the eighth wonder of the world and with good reason. Listen to this latest conversation about what compounding is and why it is so important and powerful.

Investing and White Knuckle Flying (EP13)

In this episode, Rob Morrison, CFP® interviews Huber Financial Founder and CEO Dave Huber, CFP® about some parallels he draws between investing and white knuckle flying.

Having The College Money Talk with Your Child (EP12)

Rob Morrison, CFP® and Kim Drake, CFA have another discussion about higher education costs. This episode focuses on getting your child involved in the financing discussion.

When and How to Start Planning for College (EP11)

Rob Morrison, CFP® and Kim Drake, CFA talk about the best time to start working with your child to plan for college. A conversation that includes some of their own experiences from the trenches.

Fuzzy Math (EP10)

In this Bite Sized Finance episode, Rob Morrison, CFP® and Ed Cruickshank, CFP® talk about fuzzy math and how it can affect a client's cash flow during retirement. Which expenses do some retirees routinely overlook in their monthly budgets?

The Correction Around the Corner (EP9)

Rob Morrison and Ed Cruickshank look at the difference between market corrections and bear markets. After a great year in 2016, some might be wondering if it’s time for a pullback.

The Ugly Duckling (EP8)

In the early 1970s, when the first idea of a “market-based” or “indexed” approach to investing was conceptualized, it suffered through years of an ugly duckling experience.

A Tale of Two Investors (EP7)

In this episode of Bite Sized Finance, Rob Morrison, CFP® and Phil Huber, CFA, CFP® have a conversation about the differences between a Traditional Investor and an Evidence Based Investor. Which one would you rather talk to at a cocktail party?

Investing and the Jelly Bean Jar (EP6)

What do jelly beans have to do with investing? In this episode of Bite Sized Finance, Rob Morrison, CFP® and Ed Cruickshank, CFP® draw parallels between these two seemingly unrelated things.

2017 New Year’s Resolutions for Women (EP5)

Happy New Year everyone! In this episode, Martha Conlon (Communications Manager); Kim Drake, CFA (Wealth Advisor) and Janet Petran, CPA, CFP® (Wealth Advisor) talk about their ideas for new year’s resolutions for women.

Fourth Quarter 2016 Review (EP4)

Rob Morrison, CFP® and Phil Huber, CFA, CFP® talk about the year that was - 2016.

The Winning Portfolio (EP2)

Have you been looking for the winning portfolio or thought about what it might look like? In this episode, Rob Morrison, president of Huber Financial Advisors and Martha Conlon, communications manager, talk about their ideas about the winning portfolio.

Stay In Your Seat (EP1)

What does staying in your seat during a Blackhawks’ game have to do with investing? Listen to Rob Morrison, president of Huber Financial Advisors, and Ed Cruickshank, wealth advisor, discuss what this has to do with investing.

Welcome to Bite Sized Finance (EP0)

Bite-sized finance is where the proverbial rubber hits the road. Each episode will only take a few minutes of your time, but will leave you with some actionable, easy to understand advice. And will hopefully entertain you at the same time.

About Us

Huber Financial Advisors, LLC, an independent wealth management firm headquartered in Lincolnshire, Illinois, is an investment adviser registered with the Securities and Exchange Commission.

For more than 30 years, we’ve focused on holistic wealth management and currently manage more than $1.6 billion in assets (as of Sept. 30, 2019) with clients consisting of individuals, high net worth individuals, pension plans/profit sharing plans and foundations/charities.

Take The Tour

Services

  • INVESTMENT CONSULTING

    We don’t build your portfolio based on speculation or market timing but rather on the science of capital markets and the power of asset class investing.

  • FINANCIAL PLANNING

    A solid financial plan serves as an important guide to help you make good decisions, measure progress and know you’re on track to meet your goals.

  • WEALTH MANAGEMENT

    Serving as your “personal CFO,” we use a collaborative approach with all of your advisors, monitoring your financial affairs and ensuring that your plan stays on track.

Our People

We are a diverse group of dedicated, talented professionals who believe that our clients deserve more than what the industry has given them. In a culture based on relentless innovation, business as usual just doesn’t cut it.

At the end of the day, it’s all about giving clients something they’re not used to experiencing in the financial industry—an empowering, transparent process that puts them first.

Our dynamic, experienced team includes 11 CFPs, four CFAs, two CPAs, one Chartered Alternatives Investment Analyst (CAIA), one Retirement Income Certified Professional (RICP) and three MBAs. We also employ a group of professionals to support the technological, marketing and trading operations of our company.

Locations

We have two convenient locations—one in Lincolnshire, Illinois and the other in the heart of downtown Chicago. Schedule an appointment and get to know us.

Lincolnshire
475 Half Day Road, Suite 210

Chicago
200 W. Madison Street, Suite 2601

We Put You First

Since our company was founded more than 30 years ago, we’ve gladly held ourselves to the fiduciary standard (the highest in the industry) by committing to put our clients’ best interests first. Many investors think that all advisors hold themselves to the same standard, but unfortunately, the fiduciary standard is often the exception, not the rule.

Key Questions for the Long-Term Investor

At some point, most investors ask themselves questions like: “Do I have to outsmart the market to be successful?” or “Will a fund with strong past performance do well in the future?” A few key principles can help provide answers and improve the odds of investment success in the long run.

Video – The Power of Markets

Markets throughout the world have a history of rewarding investors for the capital they supply. Companies compete for investment capital, and millions of investors compete to find the most attractive returns. Markets quickly incorporate information from this competition into security prices.

Video – Foundations of Dimensional Investing

Dimensional's investment philosophy is steeped in principles…

Introduction – Dimensional Fund Advisors

Dimensional Fund Advisors is a leading global investment…

Awards & Recognition

InvestmentNews