Our Philosophy

Beyond Financial Advisors is a Chicago-based financial team helping clients with financial advice, care, and service to build and preserve multi-generational wealth. Our services include comprehensive financial planning, asset management and risk management solutions.

We specialize in helping successful, busy professionals and families navigate complex financial strategies and develop comprehensive, personalized financial plans that go beyond - to and through - retirement.  As a member of the Northwestern Mutual Private Client Group, we combine the financial strength and deep resources of Northwestern Mutual with our analytical expertise and client service.

Our professional designations and certifications include:

  • CERTIFIED FINANCIAL PLANNER™ (CFP®) professional
  • Chartered Life Underwriter (CLU®)
  • Chartered Financial Consultant (ChFC®)
  • Retirement Income Certified Professional (RICP®)

We are members of the National Association of Insurance and Financial Advisors (NAIFA) and the Financial Planning Association (FPA). Members of our credentialed team of professionals hold the FINRA-issued Series 6, 7, 63, and 65 registrations.