Lincoln Park, Chicago

Who We Are

We help high-net-worth business owners, professionals, and their families plan for a successful retirement by offering customized, creative strategies backed by meaningful financial guidance.

Our team is comprised of industry veterans and next-generation Financial Advisors that have been recognized in recent years in Forbes’ Top 100 Next-Gen Wealth Advisors list, and in the Chicago Magazine’s list of Five Star Wealth Managers.

Learn more.

JOSHUA HAYES, CFP®

Awards & Recognitions

2017-2021
America's Top Next-Gen Wealth Advisors
Forbes Shook Research

2021-2022
Forbes Best-In-State Wealth Advisors
Forbes Shook Research



2022-2023
Forbes Next Gen Best-In-State Wealth Advisors
Forbes Shook Research




Awards Criteria

Recent Insights

market strategy
Asset Management

05/19/2025 Market Strategy

John Stoltzfus | May 19, 2025
Wealth Management

Planting the Seeds of Legacy: Succession Planning Strategies

Oppenheimer & Co. Inc. | May 19, 2025
Oppenheimer

The Case for Private Credit with Lawrence Golub

Oppenheimer & Co. Inc. | May 15, 2025