Best Financial Advisors In Chicago Near Me

4worldlovers: Serving as your Chief Investment Officer, Chicago Partners creates strategies that help you optimize your wealth. As the owner and CEO of your wealth, you are at the forefront of every decision.


We use our 5-Step Process as a blueprint for building customized wealth management strategies focused on the investor's goals and objectives. Whether it's capital appreciation or income generation, we use 5-Step to create strategies that target an investor's long-term goals.


The 4-Quadrant Equity Approach: Advanced investment strategies targeting capital appreciation while keeping costs low

The 4-Quadrant Fixed Income: Targets a customized yield using a mix of strategies to create low-risk, diversified income

The 4-Quadrant Alternative Investment Approach: Complements equity investments with a combination of private investments and strategies to optimize returns

Setup & access to eMoney's Wealth Management System (WMS) financial planning software

Creation of financial plans, including cash flow plans, retirement plans, education plans, estate plans, insurance plans, & charitable giving plans

Whether you're a business owner, a high-net-worth investor, an auditor, or an institution, our financial professionals are ready to help you realize your financial goals.

Through our 5-Step Wealth Optimization Process, our advisors work with you to create customized financial plans and a portfolio that helps you sustain your ideal lifestyle.

We serve our clients as independent, fee-only fiduciaries. Our clients always receive unbiased advice free of any conflicts of interest.

Our team of financial professionals is solely focused on helping you achieve your goals, whatever they may be.

An independent financial advisor is one that cannot receive commissions from recommending investments.

Truly independent wealth management advisors are fee-only, minimizing any conflicts of interest.

A fiduciary financial advisor is one who always and only acts in the best interests of their clients.

Fiduciaries are bound by the Fiduciary Standard, which requires advisors to always put the best interests of clients first.

4worldlovers: How can you reach your financial possibilities while staying true to what’s important to you?


Merino Wealth is a fee-only financial advisory firm. We take a down-to-earth approach to support clients navigating their personal financial planning paths with a focus on:


As a fee-only CERTIFIED FINANCIAL PLANNER, we meet the very highest requirements in the industry in terms of ethics, education, experience and exam. We are uniquely qualified to help individuals pull their finances together, solve financial problems, and make a plan to achieve their financial goals.


We accept all clients without discrimination or bias, but we have a strong passion for helping women to get more out of their financial lives. Our specialty lies in helping Gen X, Xennial, and Millennial female entrepreneurs to manage their busy financial lives. We believe that financial planning for all women is important, and women deserve to feel comfortable and confident in their financial decisions.


Obtain on expert opinion on what’s going on with your portfolio.


Transfer the legwork of your financial planning to team of experts.

4worldlovers:
We are licensed in the following states: IL, WI, AZ, CA, CO, CT, DC, FL, GA, HI, IN, IA, KY, LA, ME, MD, MA, MI, MN, MO, NV, NJ, NY, NC, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA. If you are a legal resident of one of these states, please proceed. We are sorry if we are unable to offer you our services at this time.


Unless otherwise identified, Associates on this website are registered representatives of Lincoln Financial Advisors Corp. Securities offered through Lincoln Financial Advisors Corp., a broker/dealer. Member SIPC. Investment advisory services offered through Sagemark Consulting, a division of Lincoln Financial Advisors, a registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies and state variations thereof. Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates. Firm disclosure information available at www.LFG.com.*

Not all registered representatives with our firm are able to offer advisory services.

See Lincoln Financial Advisors (LFA’s) Form CRS Customer Relationship Summary, available here, for succinct information about the relationships and services LFA offers to retail investors, related fees and costs, specified conflicts of interest, standards of conduct, and disciplinary history, among other things. LFA’s Forms ADV, Part 2A, which describe LFA’s investment advisory services, Regulation Best Interest Disclosure Document, which describes LFA’s broker-dealer services, and other client disclosure documents can be found here.

Associated persons of Lincoln Financial Advisors Corp. who hold a JD and/or CPA license do not offer tax or legal advice on behalf of the firm.

4worldlovers: Is a Chicago-based wealth management firm offering comprehensive financial planning and professional money management services, including:


Planning for retirement, budgeting, saving for college or other major purchases, and paying down debt.


Researching and analyzing your investment portfolio, monitoring all your investable accounts, and buying and selling stocks, bonds, and funds.

Our primary goal is to preserve and grow your wealth. We offer individual attention and personal service tailored to your unique needs. We do all the work for you, so you can focus on what really matters. It's wealth management for the rest of us.