Find a Financial Advisor in Riverwoods, IL


 

If you’re searching for smart, sophisticated financial planning and investment solutions, you’ve come to the right place.
 
Everything a modern investor needs – all under one roof.



Riverwoods Office
97%
client loyalty 25,000+ Clients2
30
years in business $26 Billion AUM4
14th Ranked RIA Barron’s1
Best Financial Advisory Firms USA Today8
Best in Class Ethics NBRI9

Meet Your Riverwoods Financial Advisory Team


 

For more than 25 years, our team of fiduciary financial advisors in Riverwoods, Illinois, has been a trusted partner for individuals and families looking for customized and comprehensive wealth management services around the greater Chicago area. Scott and Nicole understand that navigating the complexities of financial planning requires a tailored approach, which is why they take the time to thoroughly understand your financial situation, needs, and goals.

Visit our Riverwoods financial planners on Lake Cook Road to experience the difference that comes with working with advisors who truly prioritize your financial well-being.

Dan Bolan
Dan Bolan Financial Advisor CFP®, MBA
Riverwoods, IL Read bio
David Kraunelis
David Kraunelis Senior Associate Advisor
Riverwoods, IL Read bio
John M. Selzer, Jr.
John M. Selzer, Jr. Partner Advisor CFP®
Riverwoods, IL Read bio
Nicole Mayer
Nicole Mayer Partner Advisor AIF®, BFA, CDFA®, RFC®
Riverwoods, IL Read bio
Scott Loochtan
Scott Loochtan Financial Advisor AIF®, BFA
Riverwoods, IL Read bio
Riverwoods

 

2610 Lake Cook Road
Suite 250
Riverwoods, IL 60015

Hours:
8:30am - 5pm, M-Th; 8:30am - 3pm, Fri

(847) 559-0800

 

Get Directions