Financial Advisors in Chicago
Today’s most effective financial strategies are comprehensive. We at Churchill Management Group want to help inspire confidence throughout our Illinois communities. As your investment advisor, we believe a holistic approach to every financial strategy is vital. Whether you need assistance with identifying your current financial needs, are investing in an unfamiliar market or need financial guidance – our team of wealth advisors puts its many years of knowledge to good use. Your goals are our central focus, and we’re well-acquainted with the many financial challenges and opportunities our Chicago Clients may face.
An extraordinary future may not be far off—and the trip may be much shorter with the company of a financial advisor. We’re committed to helping you create your financial plan’s foundation—brick by brick.
A Personal Touch to Achieve Your Goals
Plan your financial future easier than ever before: Our financial advisors are here to help.
Effective wealth management begins with a goal. At Churchill Management Group, we help turn this goal into actionable items—aiming to help each client’s ideal future become reality. We offer comprehensive approaches to financial advice which prioritize the investment insights most likely to aid your goals. We’ve provided investment management insights for our Chicago families over many years, addressing the many aspects of healthy fiscal living. We’re at your service, from start to finish.
Tax Planning Analysis*
Between the United States tax code, spending restrictions, determining annual liability and analyzing expenses, long-term tax analysis is strenuous. Upon your request, Churchill Management Group can coordinate with your trusted tax provider—determining any needed changes. We strive to simplify the asset management process overall, and we want to make sure you’re able to pursue every tax-related opportunity that appears. See disclosure below.
Trust & Estate Planning Review*
Having an updated estate planning strategy keeps your legacy’s goals aligned with your approach to asset allocation. Churchill Management can work diligently with your current estate planning attorney—keeping your goals top of mind. We want your legacy to be memorable, sustainable and as stress-free as possible, so every interaction with your attorney serves to deepen our relationship with your personal story.
Best-in-State Wealth Advisors & America’s Top 250 Wealth Advisors
Randy Conner, President, named #1 Best-in-State Wealth Advisor for CA: Los Angeles for 2020 and #14 on the 2020 list of America’s Top Wealth Advisors.*
*Please click for disclosures.
ETF Sector Rotation Received a 5-Star Overall MorningstarTM Rating as of 12/31/20. *
Top 100 RIA Firms
Churchill Management Group ranked a 2020 Top Independent Investment Advisor by Barron’s Magazine.*
Our Mission
It is the mission of Churchill Management Group to build wealth for our Clients over the long term.
Executive Team
Churchill Management Group takes great pride in one of its truly unique features, a stable management team.
Find your Local Representative
Find the representative in your area
Contact
Chicago
Churchill Management Group
30 S. Wacker Drive
22nd Floor
Chicago, IL 60606
Toll Free: 877-937-7110
Fax: 323-937-0408
*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.