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Our Story

We are a dynamic, independent advisory firm that delivers tailored investment management, financial planning, tax planning, and legacy planning services to our clients.  

fee-only fiduciary financial planner chicago

​As a fiduciary, we serve as partners to our clients, upholding the highest standard of care and acting solely in our clients' best interest every step of the way.

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Background

Established in 2019, RISE was started to help our friends and family members stay on track to achieve their financial and life goals with peace of mind. After a successful initial five years of proving our concept, we began offering our services and solutions to clients beyond just close friends and family. 

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We are committed to providing highly personalized, fiduciary-driven advice and an industry leading caliber of white-glove client service. At the core, we take pride in fostering long-lasting and prosperous relationships with our clients, which commonly go far beyond just managing money and helping our clients plan their financial futures.

Why RISE

We offer a unique value proposition within the wealth management industry. With nearly two decades of combined industry experience and a future runway measured in several decades, the independent advisory setting allows RISE to grow alongside our clients and bridge the gap between our client's evolving multi-generational needs and best-in-class solutions to meet those needs.

  • Fee-Only Fiduciary Advisor
    As a fiduciary, we serve as partners to our clients, upholding the highest standard of care and acting solely in our clients' best interest every step of the way.
  • CERTIFIED FINANCIAL PLANNER®
    For 50 years, the CERTIFIED FINANCIAL PLANNER® certification has been the standard of excellence for financial planners. CFP® professionals must meet extensive training and experience requirements, and commit to CFP® Board's ethical standards that require putting clients' interests first. That's why partnering with a CFP® professional gives clients confidence today and a more secure tomorrow. ​Only 30% of U.S. financial advisors are CFP® practitioners.
  • Chartered Financial Analyst® Charterholder
    A Chartered Financial Analyst (CFA®) is a professional who has demonstrated expertise in investment management, financial research, and portfolio management. The CFA® charter is a globally recognized credential that's considered the pinnacle of professional development in investment management.
  • Alignment
    We believe alignment is one of the best ways to help our clients achieve their financial goals and objectives, and the majority of our team's personal assets are invested alongside our clients' in RISE's investment strategies.
  • Discipline and Integrity
    With a focus on long-term capital appreciation and tax efficiency, we seek to maximize client outcomes while safeguarding assets, treating each client’s portfolio as a unique entity tailored to their specific financial goals.

Team

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