Financial Advisors in CHICAGO, ILLINOIS

Chicago, IL

By offering bespoke plans focused on growing, managing, and preserving wealth, the EP Wealth team in Chicago helps families, individuals, entrepreneurs, and business owners in working toward their financial goals. Our experienced financial advisors take the time to look at your complete financial picture and talk to you about your short and long term goals. Contact us today to start building your financial future.

Chicago - location page


Bernadette Posen
Senior Client Relationship Associate

Armand Lebrilla, CIMA®
Portfolio Manager

Contact Our Chicago Financial Advisors

Located in downtown Palatine on the corner of Slade and Bothwell, right next to the Metra Train and south side of the tracks. Our Chicago office invites you to visit and meet our financial advisors to see what our full-service team can provide.


You want to achieve success on your terms. We provide the insights and tools you need to be knowledgeable and purposeful stewards of your wealth.

Learn the essential steps to set up a...

Learn the steps to setting up a 401(k)...