Financial planning with a human touch
Most advisors focus on the numbers when helping you put a long-term financial plan in place. At Chicago Oakbrook Financial Group, that’s not enough. Our focus is on you.
We take a holistic approach to help you navigate life’s twists and turns as they happen. Helping you through a career change, dealing with a surprise health issue, sending a child off to college—our clients have a compassionate financial partner who provides advice, support, and direction so they can make the most of life.
about your financial future
for life’s twists and turns
to spend with friends and family
We work with Commonwealth Financial Network®, an independent broker/dealer, to buy and sell investment products on your behalf. That gives us the freedom to act in your best interest at all times.
We don’t promote proprietary products or strategies. We build financial plans based on your unique situation, your needs, and, most important of all, your dreams. At many larger financial firms, advisors are beholden to the company that employs them. At Chicago Oakbrook Financial Group, our advisors are looking out for you.
Schedule an initial consultation, an annual review appointment, or arrange to speak with a Chicago Oakbrook Financial Group associate.