Nicole Mayer
Partner Advisor
AIF®, BFA™, CDFA®, RFC®
Nicole Mayer is a Partner Advisor at Allworth’s Riverwoods, Illinois, office, where she brings more than two decades of expertise in wealth management, financial planning, and life transitions. A graduate of DePaul University with a dual degree in Finance and Marketing, Nicole holds multiple industry-recognized credentials, including the Accredited Investment Fiduciary® (AIF®) designation, and she is an Amazon Best-Selling Author of Navigating Life Transitions: Connecting Your Means to Meaning. Outside of her professional endeavors, Nicole is a devoted wife and mother who understands the importance of balance, both in life and in financial planning.
Specializing in serving high-net-worth clients, I understand how to strategically navigate the complexities that come with affluence. With decades of experience, I help my clients preserve, grow, and transition their wealth with intention. I thrive on simplifying complexities and take pride in providing clarity in moments that matter most.
More than just a financial expert, I strive to be a trusted advisor, confidante, and advocate for my clients. They can expect a highly personalized, relationship-driven approach, where strategic financial planning is paired with a deep understanding of personal values and goals. I’m committed to creating customized financial roadmaps that align with each client’s unique aspirations—whether that’s legacy planning, wealth transfer strategies, business succession, or navigating significant life transitions.
My passion extends beyond providing traditional financial advice as well. I am deeply committed to educating and empowering my clients, helping them uncover their true wealth—not just in assets, but in the freedom and opportunities that financial confidence can provide.
Having navigated my own life transitions, I bring a unique level of empathy and insight to my work. I see myself not just as an advisor, but as a true partner in my clients' success. I find the greatest fulfillment in celebrating their milestones—whether it’s achieving financial independence, selling a business, or building generational wealth. And because my approach is both strategic and holistic, focusing on more than just numbers, I’m committed to helping my clients make financial decisions that align with their values to create a meaningful and fulfilling life.
AIF®: Accredited Investment Fiduciary®
BFA™: Behavioral Finance Advisor
CDFA®: Certified Divorce Financial Analyst®
RFC®: Registered Financial Consultant
Nothing gives more excitement than helping people design and live their best life.
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