Lincoln Park, Chicago

Who We Are

We help high-net-worth business owners, professionals, and their families plan for a successful retirement by offering customized, creative strategies backed by meaningful financial guidance.

Our team is comprised of industry veterans and next-generation Financial Advisors that have been recognized in recent years in the Chicago Magazine’s list of Five Star Wealth Managers, and as Forbes’ Top 100 Next-Gen Wealth Advisors list in both 2025 and 2026.

Learn more.

JOSHUA HAYES, CFP®

Awards & Recognitions

2017-2021
America’s Top Next Generation Wealth Advisors 
Forbes Shook Research

2021-2022, 2024-2025
Forbes Best-In-State Wealth Advisors
Forbes Shook Research



2022-2025
Forbes Top Next-Gen Wealth Advisors Best-In-State 
Forbes Shook Research




Awards Criteria

Recent Insights

Broaden Your Horizons
Asset Management

What Can Derail the AI Train?

Oppenheimer Asset Management | January 22, 2026
Wealth Management

Beyond the Will: Strategies for Wealth Preservation

Oppenheimer & Co. Inc. | January 20, 2026
Oppenheimer

The Big Shifts Ahead: A 2026 Outlook

Oppenheimer & Co. Inc. | December 16, 2025