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Financially
Empowering Our Community

Financial security is the foundation of empowerment. Whether you are a neighbor, friend, or fellow advocate, we are here to ensure your financial plan reflects your values and protects the future you’re building. 

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What We Do
Financial planning with authenticity

We can help you start your investment journey, reimagine your retirement, or anything in between, with financial professionals who understand what it means to truly be yourself.

Who We Serve
It makes a difference to work with your community

LGBTQ+

LGBTQ+


Roughly half (48.15) of LGBTQ+ adults say they are financially unwell, compared to one-quarter (25.7%) of the general public. Both BIPOC and younger (age 18-24) LGBTQ+ adults are even more likely to say they are financially unwell.

Three in ten (30.8%) LGBTQ+ adults say they have experienced discrimination while accessing financial services. *

*Human Rights Campaign, NEW DATA: LGBTQ+ Community Continues to Face Financial Challenges Compared to Peers, Human Rights Campaign, April 3, 2024

Build Your Plan
Your Unique Vision

Your Unique Vision


There are as many ways to build a meaningful life as there are people in our community. We’re here to help you navigate the moments that define your journey, from the traditional to the deeply personal. Whether you are planning for an expanded household, gender-affirming care, or a child-free future, we provide the dedicated listening and professional guidance your unique vision deserves.

Build Your Plan
One Big Neighborhood

One Big Neighborhood


Whether you’re a neighbor here in Andersonville, a friend from across Chicagoland, or joining us from farther away, we’re honored to have you. To the families, business owners, and individuals who make up our community: this is a place where you belong.

Build Your Plan

Our Process
Our Journey Together

What should your money do for you?

Understanding what money means to you will help build a plan that focuses on your needs.


How do we get you where you want to be?

Analyzing opportunities and risks to develop a strategy that will help get you where you want to be


How can we stay on track?

Ongoing reviews and goal tracking can help you worry less and enjoy more

What We Do

We're ready to help you navigate the financial objectives you have in your life. That's why we focus on empowering you no matter where you are in your financial journey.

From those starting their careers in need of long-term strategies, or those planning to retire and need to ensure they don't outlive their income, we're here to support you along the way.

Retirement

Retirement

Your most important financial milestone

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Wealth Management

Wealth Management

Portfolio construction and risk management

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Protection

Protection

We can help you create a retirement plan designed to cover you for the long term and mitigates risk against events that could derail your goals.

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Estate Strategy

Estate Strategy

Strategies for every phase of life

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Get to Know Us
Curious to find out if you're on track to meet your financial goals?

In this short exercise, answer questions about yourself and your future objectives. 

See Where You Stand

Contact
Let's start a conversation

If you could benefit from working with a financial professional, let’s talk. We’ll review your portfolio and financial trajectory to see how we can best serve you.

Schedule a Consultation