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Nicole Mayer, AIF®, BFA™, CDFA™, RFC®, is a partner-advisor in Allworth’s Riverwoods, IL office. A graduate of Chicago’s DePaul University, where she majored in Finance and Marketing, Nicole has earned four financial advisor credentials, including the Accredited Investment Fiduciary designation. “I really enjoy being able to share in my clients’ greatest successes and adventures, and I pride myself in always being available to give them the guidance and advice they need to achieve their financial goals,” says Nicole.
With two decades of experience as a financial planner, Nicole is not just about numbers; she's a devoted mom and wife who understands the importance of balancing life's financial puzzles. Beyond the world of finance, Nicole is fueled by a deep passion for educating and empowering people to make confident decisions. Having faced some significant curveballs and life transitions herself, she embraces the opportunity to share her insights and guide others through their unique journeys to living their best lives. As an Amazon Best Selling Author for her book, "Navigating Life Transitions, Connecting your Means to Meaning," Nicole goes beyond the conventional financial advice. Her mission is to help clients uncover their true wealth and pave the way for them to thrive in every aspect of life. Join Nicole on the path to financial empowerment and discover the joy of living your best life.
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- She has been to 21 countries and loves to travel and see the world.
- She is a mom, a wife, and loves attending professional sports events.
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Nicole Mayer, AIF®, BFA™, CDFA™, RFC®, is a partner-advisor in Allworth’s Riverwoods, IL office. A graduate of Chicago’s DePaul University, where she majored in Finance and Marketing, Nicole has earned four financial advisor credentials, including the Accredited Investment Fiduciary designation. “I really enjoy being able to share in my clients’ greatest successes and adventures, and I pride myself in always being available to give them the guidance and advice they need to achieve their financial goals,” says Nicole.
With two decades of experience as a financial planner, Nicole is not just about numbers; she's a devoted mom and wife who understands the importance of balancing life's financial puzzles. Beyond the world of finance, Nicole is fueled by a deep passion for educating and empowering people to make confident decisions. Having faced some significant curveballs and life transitions herself, she embraces the opportunity to share her insights and guide others through their unique journeys to living their best lives. As an Amazon Best Selling Author for her book, "Navigating Life Transitions, Connecting your Means to Meaning," Nicole goes beyond the conventional financial advice. Her mission is to help clients uncover their true wealth and pave the way for them to thrive in every aspect of life. Join Nicole on the path to financial empowerment and discover the joy of living your best life.
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- She has been to 21 countries and loves to travel and see the world.
- She is a mom, a wife, and loves attending professional sports events.
Nicole Mayer
Partner Advisor
Designations: AIF®, BFA™, CDFA®, RFC®
Nicole Mayer, AIF®, BFA™, CDFA™, RFC®, is a partner-advisor in Allworth’s Riverwoods, IL office. A graduate of Chicago’s DePaul University, where she majored in Finance and Marketing, Nicole has earned four financial advisor credentials, including the Accredited Investment Fiduciary designation. “I really enjoy being able to share in my clients’ greatest successes and adventures, and I pride myself in always being available to give them the guidance and advice they need to achieve their financial goals,” says Nicole.
With two decades of experience as a financial planner, Nicole is not just about numbers; she's a devoted mom and wife who understands the importance of balancing life's financial puzzles. Beyond the world of finance, Nicole is fueled by a deep passion for educating and empowering people to make confident decisions. Having faced some significant curveballs and life transitions herself, she embraces the opportunity to share her insights and guide others through their unique journeys to living their best lives. As an Amazon Best Selling Author for her book, "Navigating Life Transitions, Connecting your Means to Meaning," Nicole goes beyond the conventional financial advice. Her mission is to help clients uncover their true wealth and pave the way for them to thrive in every aspect of life. Join Nicole on the path to financial empowerment and discover the joy of living your best life.
Education and Certifications
Who I Best Work With
What Guides My Approach
Nicole Mayer, AIF®, BFA™, CDFA™, RFC®, is a partner-advisor in Allworth’s Riverwoods, IL office. A graduate of Chicago’s DePaul University, where she majored in Finance and Marketing, Nicole has earned four financial advisor credentials, including the Accredited Investment Fiduciary designation. “I really enjoy being able to share in my clients’ greatest successes and adventures, and I pride myself in always being available to give them the guidance and advice they need to achieve their financial goals,” says Nicole.
With two decades of experience as a financial planner, Nicole is not just about numbers; she's a devoted mom and wife who understands the importance of balancing life's financial puzzles. Beyond the world of finance, Nicole is fueled by a deep passion for educating and empowering people to make confident decisions. Having faced some significant curveballs and life transitions herself, she embraces the opportunity to share her insights and guide others through their unique journeys to living their best lives. As an Amazon Best Selling Author for her book, "Navigating Life Transitions, Connecting your Means to Meaning," Nicole goes beyond the conventional financial advice. Her mission is to help clients uncover their true wealth and pave the way for them to thrive in every aspect of life. Join Nicole on the path to financial empowerment and discover the joy of living your best life.
“Nothing gives more excitement than helping people design and live their best life.”
- Nicole Mayer, Allworth Partner Advisor
More About Nicole:
- She is a dual citizen, most people don’t know she is Italian.
- She has been to 21 countries and loves to travel and see the world.
- She is a mom, a wife, and loves attending professional sports events.
About Allworth
30 years ago, Allworth Financial was founded as a clear alternative to the self-motivated, sales-focused advisory model that continues to dominate the industry to this day.
Then, as now, we believed we could do better — because you and your money deserve better.
With unparalleled access to a team of financial experts, your wealth has the advantage every modern investor needs. Smart, sophisticated, comprehensive financial planning and investment solutions with tax, estate, insurance, and more — all under one roof and directed by one point of contact.
Because when financial guidance comes with a commitment to put your needs first — and our success is dependent on your success — you get more than just advice.
You get a financial ally for life.
97% of Clients Stay With Us2
25,000+ Clients
Best Financial Advisory Firms
USA Today8
14th Ranked RIA
Barron's1
30 Years in Business
$22.5 billion AUM4
Best in Class Ethics
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