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We are Chicago Oakbrook Financial Group.

Everything affects everything.

Yes, we are financial advisors in Oak Brook, Illinois, serving Chicago and its suburbs. But we’re more than that.

 

Some people consider financial planning part art, part science. We tend to agree. Although there are certainly tried-and-true guidelines that work for many people—that’s the science—for others, their vision of where they’re trying to go may need some developing—that’s the art. At Chicago Oakbrook Financial Group, financial planning entails both disciplines. As planners, our task is to find the appropriate balance for each of our clients. You might think of us as financial architects.

 

Your financial situation isn’t some isolated, discrete aspect of your life. After all, you’ve worked hard to earn your money. It is connected to—and affects—every other aspect. There are ripples and ramifications emanating from every decision, every action you take. This is why we make it a priority to see the full picture of your life—your preferences, aspirations, priorities, goals, and dreams. Equipped with this fuller understanding of you, we can initiate and sustain a conversation about how to ensure that your financial situation is balanced and helps supports the rest of you. Pursuing balance and security in all aspects of your life is the surest way to live a satisfying, fulfilling life. Our role is to help you accomplish this.

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COFG FiveStar Award Photo 2018 - Color

FiveStar Wealth Manager award winners:  John Ferrante, David Navarro, Brett Sherpan, and Jae Ha

Commonwealth JD Power Award

Commonwealth Receives J.D. Power Award

Commonwealth Ranked Highest in Independent Advisor Satisfaction among Financial Investment Firms, 9 Times in a Row.

 

CHIWM22_Emblem_DavidNavarro_Horizontal
 

 

 

 

2012, 2013, 2014, 2015, 2016, 2017, 2018, 2019, 2020, 2021, and 2022 Five Star Wealth Manager Award, created by Five Star Professional. The 2022 award was presented in October 2022 based on data gathered within 12 months preceding the issue date.  4912 advisors were considered, 384 advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. For more information, please visit www.fivestarprofessional.com.

Commonwealth received the highest score among independent advisors in the J.D. Power 2010, 2012, 2013, 2014, 2018-2022 U.S. Financial Advisor Satisfaction Studies. Presented on 7.6.2022 for January to May 2022 and is based on responses from 3,039 advisors employed by or affiliated with the firms included in the study. Not indicative of firm’s future performance. Your experience may vary. Use of study results in promotional materials is subject to a license fee. Visit jdpower.com/awards for more details.