Happy 30th Anniversary Huber Financial


Thank you for your continued trust and confidence in our firm.

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 30 years, we’ve focused on holistic wealth management and currently manage approximately $1.4 billion in assets (as of June 30, 2018) with clients consisting of individuals, high net worth individuals, pension plans/profit sharing plans and foundations/charities.

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    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.


    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.


    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 10 CFPs, three 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.


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.

475 Half Day Road, Suite 210

200 W. Madison Street, Suite 2601

We Put You First

Since our company was founded 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.

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.

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,…

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? (EP 27)

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 (EP 22)

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 (EP 21)

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.

(EP 20) Unraveling the New 2018 Tax Code

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 (EP 19)

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 - (EP 18)

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 (EP 17)

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? (EP 16)

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 (EP 15)

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 (EP 4)

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

New Year's Resolutions (EP3)

It’s that time of year where everyone is talking about their New Year’s resolutions. In this episode listen to Rob Morrison, president of Huber Financial, Ed Cruickshank, wealth advisor and Martha Conlon, communications manager talk about their resolutions for 2017.

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.

Two Common Types of Email Fraud

We are about to enter (arguably) the busiest season of the year:…

Small Business Owners and New Tax Law Changes for 2018

With the tax law changes that were implemented last December,…

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…

Should I Consider a Credit Freeze?

If you are concerned about identity theft, data breeches or someone…

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

You did what you were supposed to do and started saving for your…

First Quarter 2018 Commentary - A Changing of the Guard

The markets make the news—the news does not make the markets.…

New Medicare Cards Coming Soon - How To Avoid Related Scams

In an effort to deter identity theft, Medicare is mailing new…

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…

Market Update - This is the Normal Part

On Monday, the Dow Jones Industrial Average was down 1,175 points,…

The Return of an Old Friend

Our old friend, Volatility, is back. Just as many people were…

Did Your Password Make the “Worst 100” List?

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

A Glass Half Full - A Commentary on the Fourth Quarter and Year 2017

To borrow a phrase from former Yankee catcher Yogi Berra, “It’s…

2017 Fourth Quarter and Year-End Review Slides

  2017 Fourth Quarter and Year-End Review Slides

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 Equifax Breach and Your Taxes

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

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

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

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…

College Planning – It’s About More Than Money

The day your newborn was released from the hospital it started,…

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…

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

  Early in my career as a freshly-minted CPA, an…

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

https://www.youtube.com/watch?v=Yuk3iYZrRdw Markets Work Markets…

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...

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.

Lighthouses on The Mag Mile Featured on CBS Sunday Morning

Lighthouses on The Mag Mile was featured on CBS Sunday Morning…

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…

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…

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…

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.,…

Learn about the basic tenets of our investment philosophy

Key Questions for the Long-Term Investor

At some point, most investors ask themselves questions like:…

Resource Guide: How to Use the New Huber Financial Client Portal

The following resources will help you login to the portal and…

Video - The Power of Markets

https://www.youtube.com/watch?v=Yuk3iYZrRdw Markets Work Markets…

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