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Why Beyond

Beyond Financial Advisor Partners

How We Serve

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:

  • 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.

Who We Serve

Clients who select Beyond Financial Advisors are typically working professionals who are busy building their careers and raising their families. They share a common set of key attributes that allow us to partner well together in planning for their financial success:

couple in black tie attire talking to each other

They excel in their personal and professional lives and are making positive impact.

Couple walking on a beach

They are looking to build, maintain and execute comprehensive wealth management and retirement distribution strategies.

children running up to their house entrance to greet their parents

They have a strong commitment to family and a secure multi-generational financial future.

They recognize the value that comes from teaming with credentialed professionals with a heart for client service to help them execute financial strategies that go beyond to and through retirement.