Financial Advisors & Wealth Management in Beachwood

The world continues to change and evolve a great deal and your life and goals have likely continued to develop as well. This is why the type of financial clarity and context provided by the team at Churchill Management Group has never been more important than it is right now. Our team of passionate and dedicated experts prides ourselves on our ability to provide you with the deeper insights and education necessary to make the most prudent decisions possible for your future.

Visit our Beachwood location, headed by Connor McChesney, for comprehensive wealth management, financial advice, and retirement planning solutions. We invite you to learn more about award-winning Churchill Management Group.

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Contact

Beachwood location

Toll Free: 312-909-2575
Fax: 323-937-0408
Call to make an appointment.

A Personal Touch to Achieve Your Goals

Our financial advisors make planning your future easier than ever before.

At Churchill Management Group, we fully understand that no two clients are the same. Everyone lives a different life, has different risk tolerances, and different goals regarding what they hope the future will hold. Armed with consistent, insightful advice, you will have access to the information needed to make better and more informed decisions regarding all of your goals and objectives. At that point, we’ll also be able to provide you with the most important benefit of all: taking your vision of the future and aiming to bring it into reality in the most effective and straightforward way that we can.

Find us just north-east of University Hospitals Ahuja Medical Center. Schedule an in-office consultation at our Beachwood, OH location or call to speak with our local financial advisor now.

Meet our team

Connor McChesney • Vice President

Mr. McChesney joined Churchill Management Group in 2017 after nearly 12 years of experience in the investment industry. In 2005, Mr. McChesney began his career as a Financial Consultant at Smith Barney. In 2008, his complex understanding of options and equity trading led him to PEAK6 Investments’ & OptionsHouse where his responsibilities included both management and trade execution. Prior to coming to Churchill he was responsible for advising and implementing strategies for high net worth clients at industry leading brokerage firms TD Ameritrade and Charles Schwab & Co.

Mr. McChesney graduated from The Quinlan School of business at Loyola University Chicago with a Bachelor of Business Administration degree in Finance. He has also obtained his Masters of Business Administration degree from The Brennan School of Business at Dominican University.

Randy Ickler • Client Service Vice President

Mr. Ickler joined Churchill Management Group in 2018 as a Vice President.
Mr. Ickler spent the first half of his career working in marketing in the transportation industry. After joining the financial industry, Mr. Ickler worked for Edward Jones and TD Ameritrade for 12 years.

Mr. Ickler graduated from Briar Cliff University with a Bachelor Degree in Business.

Scott Perkins • Vice President, Director of Financial Planning
Mr. Perkins joined Churchill Management Group’s Team in 2014 with over eighteen years of experience in the financial services industry. Prior to working at Churchill Management Group, Mr. Perkins worked at Ronald Blue & Co., specializing in comprehensive financial planning for high-net-worth clients and their families. Mr. Perkins began his financial services career in retail banking and real estate investing.
Mr. Perkins has a Bachelor of Arts Degree in Psychology from Cal. State University, Fullerton. In addition, he has two Master Degrees from Cal. State University, San Bernardino. These include a Masters of Business Administration and a Masters Degree in Finance. Coupled with his extensive experience and education, Mr. Perkins is a Certified Financial Planner (CFP®) making him uniquely qualified in the role he plays at Churchill Management Group.

Our services

Wealth Management

Investment management and wealth-building strategies have to be custom fit to each client—we aim to put you in the driver’s seat. At Churchill Management, we don’t believe in a one-size-fits-all approach. We aim to build, monitor, and oversee your wealth in the ways that work best for your investable assets and financial goals. We will help you create a unique multi-strategy investment solution that takes into account your risk tolerance and goals. Our investment advisory team will then continually monitor your account and keep you in the loop at all times.

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Financial Planning Services

There are many moving parts in a strong financial plan. The strategy you put in place today may set the tone for the rest of your financial journey. Financial Planning aligns your full financial situation to help you meet your long-term goals. Our experts are able to help you cover every aspect of your strategy. Whether you want to retire early, leave a legacy, or just live comfortably for years to come, financial planning with our experienced team aims to help you turn your dreams into a reality.

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Tax Planning Analysis*

With a complicated tax system and a number of write-off opportunities, working with your CPA, we want to help you manage your investments to get the most out of your wealth. We can also connect you with professionals who can help you plan for strategic business purchases, gifting, donations, and other aspects of the tax code that will impact your wealth management. See disclosure below.

Trust & Estate Planning Review*

Working with your Estate Planning Attorney, Churchill Management will help you implement an investment strategy that considers the various planned and unplanned events that could occur and impact your wealth. We can also help connect you with experts that will set up your estate to be preserved however you see fit. Working with your Estate Planning Attorney, we can manage your assets to help you help outline a clear path forward to achieving your legacy goals. See disclosure below.

Churchill Advising On Trust & Estate Plan

Risk Analysis

Risk management is one of the best lines of defense against unplanned events and threats that could knock things off course. From risk capacity analysis to assessing day-to-day hazards, we will get to know you and outline a personalized risk strategy. You already take precautions to protect your assets, let us give you another perspective by putting experienced fiduciary professionals on the case.

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Retirement Planning

You’ve worked hard for your money and should be able to plan for the retirement of your dreams. We can help you with advisory services that will build your future through wealth management. Our financial advisors will help you consider investment strategies and saving plans to help you achieve your retirement goals. Financial advice will help you understand the allocation requirements aiming to meet the kind of retirement you want to experience when you are ready to change focus from work to relaxation.

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401(k) Planning Services

Working with your TPA and custodian, we bring in a professional money manager who has over 50 years of experience to help your employees consider their investment options. Rather than a typical basket of mutual funds, your plan members will have strategically managed investment options at their fingertips.

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*Financial Planning Services Disclosure; Churchill provides financial planning services to Clients that specifically engage Churchill for that service. The planning can include defining goals, designing a plan, assisting with implementing the plan, and evaluating and adjusting the plan over time, at the request of the client. The financial planning includes advice regarding securities investing and may include discussions of a client’s tax, insurance, employee benefits, estate planning, and other issues. Churchill, however, does not provide legal, insurance, employee benefit, estate planning, tax, or accounting advice, and the client must rely on legal, insurance, and accounting professionals for that advice and documentation.