Financial Advisor Chicago
Financial Planner Chicago, IL
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Wealth Management
Stenger Family Office serves as a full service wealth management firm. Our financial advisors in Chicago and financial planners in Chicago provide comprehensive advice to clients including financial planning, investment management services, and tax & estate planning strategy.
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Financial Planning
Our team of Chicago financial planners and Chicago financial planners can help you and your family create a comprehensive financial plan that takes into account your goals, your investments, and help you accomplish your long term objectives.
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Tax & Estate Planning
Your Stenger Family Office financial advisor in Chicago, IL works directly with your personal accountant and attorney or our in-house team of CPAs who can prepare and file your tax return. We also provide on-going tax strategy and advice through our tax advisory company, Stenger Tax Advisory.
Our Services
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Stenger Family Office financial advisors can help you and your family create a customized financial plan that is based off your goals, not just risk.
We start by assessing your long term goals and taking an inventory of your assets, liabilities, income and expenses.
At the end of the financial planning process, we deliver you a dynamic, customized financial plan that will provide you a high degree of confidence knowing your financial future is secure.
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Stenger Family Office customizes portfolios to match client goals. We do not simply invest your assets into cookie cutter portfolios, but rather determine the best portfolio that will allow you to accomplish your goals with the least amount of risk.
We offer family office clients all equity portfolios, adjusted down to the amount of low risk money your financial plan calls for, using U.S. short term debt as a proxy.
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Our team consists of in-house CPAs and highly trained tax professionals that can prepare and file your tax return and provide you with ongoing long term strategy and planning for the future.
We leverage cutting edge tax software that provides you with tax projections, advice on when to make certain tax related decisions, and how to best take advantage of current tax law.
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Stenger Family Office works closely with qualified estate planning attorneys to help create a customized estate plan for you and your family that helps mitigate risk, reduce complexity, and pass your life’s work down according to your wishes.
We can help you create comprehensive estate planning documents including trusts, wills, charitable vehicles and a variety of other strategies.
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Stenger Family Office reviews risk management controls and procedures for our family office clients to ensure you are protected in the event of loss.
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Our team at Stenger Family Office can provide you and your family with access to various lifestyle services such as travel planning, medical advisory, cybersecurity consulting, and host of other services.
Our multi-family office approach helps simplify and organize your financial life.
Financial Advisor in Chicago, IL
Stenger Family Office is a top rated financial advisor in Chicago, IL. Our office is located at 150 N. Riverside Plaza, Suite 1950, Chicago, IL. Our Chicago financial advisors are fiduciaries, legally required to operate in the best interest of our clients. Our financial advisors in Chicago also operate as a multi-family office, delivering financial advice to clients alongside investment management, tax preparation and planning, and estate planning services. We are able to offer your family a one-stop experience that address your entire financial picture.
Investment Options
Starter Account
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Our starter account program requires an investment of just $1,000.
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Basic financial planning
401(K) analysis
Asset allocation portfolio
Access to tax & legal services
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Fees start at 1.00% per year, billed monthly.
Wealth Management
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Core Wealth Management is our flagship offering for clients with less than $2 million to invest.
Our wealth management platform requires a $100,000 minimum.
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Basic financial planning
401(K) analysis
Asset allocation portfolio
Access to tax & legal services
Dedicated financial advisor
High touch client service
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Fees start at 1.00% per year, billed monthly.
Family Office
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Our family office platform has a $2 million minimum.
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Basic financial planning
401(K) analysis
Asset allocation portfolio
Access to tax & legal services
Dedicated financial advisor
Dedicated client support
Access to alternative investments
Discounts for tax & estate planning services
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Fees start at 1.00% per year, billed monthly.
What is a family office?
Family offices have existed for hundreds of years. Much like a traditional wealth management firm, family offices provide financial planning to their clients and manage their investment portfolios. The key difference is that most family offices provide integrated tax and legal services to their client families.
As a multi-family office, Stenger Family Offices provides comprehensive financial planning, investment management, tax preparation and estate planning strategies all under one roof.
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Nick Stenger
CEO & Financial Advisor
Nick Stenger is the Chief Executive Officer and financial advisor at Stenger Family Office. Nick is a 7th generation Naperville, IL resident where he lives with his wife Jamie and son Jack. Prior to launching Stenger Family Office, Nick was a Senior Vice President and financial advisor at Morgan Stanley Wealth Management. Nick helped lead the team’s growth to become one of Morgan Stanley’s largest wealth management teams. In 2023, Nick and the team were named one by Forbes as a Best-In-State Wealth Management team in Illinois. Prior to Morgan Stanley, Nick worked at Invesco PowerShares, a $1 trillion asset manager in Atlanta, GA and PricewaterhouseCoopers, LLP (PwC) in Chicago, IL. Nick is a graduate of the Quinlan School of Business at Loyola University Chicago with degrees in accounting and finance.
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Bond Roth
Vice President, Financial Advisor
Bond is President and a financial advisor at Stenger Family Office. As President, Bond is responsible for overseeing the day to day operations of the firm and setting financial planning strategy for clients. As a financial advisor, Bond helps families create and manage their financial plans and investment portfolios. Prior to Stenger Family Office, Bond was an Associate Vice President and Financial Advisor at Morgan Stanley. Before Morgan Stanley, Bond worked at Guggenheim Partners, a boutique private equity and asset management company in Chicago, IL and BMO Harris Bank. Bond is a graduate of Wheaton College in Wheaton, IL and lives in Wheaton with his wife and four daughters.
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Audrey Feldpausch, CFP®
Vice President, Financial Advisor
Audrey Feldpausch is a Vice President and Financial Advisor with Stenger Family Office. Audrey leads the team’s financial planning practice and also is a member of the Stenger Family Office Investment Committee. Audrey is a CERTIFIED FINANCIAL PLANNER™ and completed her CFP® training through Northwestern University in Chicago, IL. Prior to Stenger Family Office, Audrey worked at UBS Wealth Management and Timothy Financial, a financial planning firm in the Chicago suburbs. Audrey is a graduate of Hillsdale College where she earned her B.A. in Economics. Audrey and her husband live in the Chicagoland area.
Financial Advisor in Chicago, IL
Stenger Family Office is a fiduciary financial advisor in Chicago, IL. Our team of Chicago financial advisors operates as a multi-family office, providing comprehensive financial planning, investment management, tax strategy and estate planning strategies to families in the Chicago, IL area and across the United States.
Financial Planning
We offer investors a one-stop location where tax and estate planning are provided alongside financial planning and investments. This multi-family approach provides investors with a seamless experience across the most important areas of their financial lives.
Tax Strategy & Preparation
Stenger Family Office is comprised of financial planners, Certified Public Accountants (CPA), and estate planning professionals. Stenger financial advisors work collaboratively with the other experts on our team so your financial plan takes into account important tax and estate law changes.
Estate Planning
While Stenger Family Office is not law firm, we partner with local attorneys in your area that provide real time, integrated legal advice tailored to your personal situation. As a Chicago financial advisor, Stenger Family Office helps you understand the most important aspects of estate planning while coordinating your financial plan alongside your Wills, Trusts, and other critical legal documents.
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Stenger Family Office provides all clients with comprehensive financial planning and investment advice. We do not charge separately for this service for clients that have a starter account with our firm.
We can help you decide when to retire, how much you can afford when buying home, help you pay down debt, and a variety of other circumstances.
Our Stenger financial advisors will start with an assessment of your personal financial situation and create a customized financial plan tailored to your goals.
Learn more about Stenger Family Office
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As a Stenger Family Office Client, you will benefit from the years of experience our investment committee has managing portfolios for clients of all sizes.
We start with a goals-based assessment of your cash needs and other upcoming goals, then create a customized investment portfolio tailored to your goals.
Stenger Family Office offers core stock portfolios and Exchange Traded Fund (ETF) based asset allocation portfolios.
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Stenger Family Office offers advanced tax strategy and tax preparation services for our family office clients.
We can prepare the following types of tax returns: individual, small business, estate, gift, partnership, and other types of returns.
Stenger Family Office also provides family office clients with advanced tax strategy plans through our Thomson Reuters software.
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Stenger Family Office works closely with law firms in Chicago, IL and your local area to deliver comprehensive advice coordinated with your personal estate plan.
The attorneys we refer to can offer the following services: wills, trusts, medical directives, power of attorney documents and more.
Stenger Family Office is a fiduciary financial advisor firm based in Chicago, IL. Since 1981, the Stenger family has provided financial advice to over 1,200 families in nearly every state. Stenger Family Office and its team of financial advisors in Chicago, IL are able to assist you and your family with retirement planning, financial planning, wealth management and investment management.
Senior partners and financial advisors Nick Stenger and Bond Roth will guide your family through our 5-Step Financial Planning Process that analyzes your income, expenses, assets and liabilities, and helps you determine if you have enough saved for retirement.
Hiring a financial advisor in Chicago, IL can be a daunting process. We recommend working with a fiduciary financial advisor who can give you unbiased, objective advice and create a financial plan tailored to your needs.
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Learn more about Stenger Wealth Management
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Learn more about Stenger Investment Management
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Learn more about Stenger Tax Advisory
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Learn more about Legacy & Life Law
Top Financial Advisors
“The team at Stenger family Office are incredible. They put true care into every client and make you feel like a part of their family. Look forward to many more years of working with them.”
“These people truly care about their clients. Always stay in touch, always available for any need.”
“We have been part of Stenger group for 30+ years. The group is professional - caring - engaged! We look forward to continuing our relationship!”
“Nick and his team are awesome. They are super responsive and helpful, and go out of their way to make my life easier. I highly recommend this group.”
“We have full confidence with the Stenger Family Office. We have been with them since 1981 and now in retirement are happy for it.”
“The Stenger group is amazing. Ron’s son Nick manages my retirement funds now and is always there when I have a question. They have earned my business for sure.”
Financial Advisors Near Me
Stenger Family Office is owned by Nick Stenger and Bond Roth, financial advisors in Chicago, IL. Stenger Family Office is a full-service, fiduciary financial advisor firm that can help you create a financial plan and manage your retirement assets. Stenger Family Office also offers comprehensive tax planning and preparation services through Stenger Tax Advisory and estate planning strategies.
Is it worth paying for a financial advisor?
Hiring a financial advisor in Chiacgo, IL can be a time consuming process. We recommend hiring a financial advisor who is a fiduciary and will charge an advisory based fee rather than a commission. When hiring a financial advisor, you want to make sure they will create a financial plan and build a custom investment portfolio that matches your goals. It is worth paying for a financial advisor when you prefer to have a team of experts manage your finances rather than go it alone. Going it alone can prove costly over time, especially if you make a big mistake along the way.
What is the average cost of using a financial advisor?
Most fiduciary financial advisors charge between 0.50-1.50% of your assets under management, typically based on how much you have to invest. Stenger Family Office starts most clients at 1.00% per year and negotiates fees lower as your assets grow.
Chicago’s Premier Financial Planning & Wealth Management Firm | Financial Advisor in Chicago, IL
At Stenger Family Office we help individuals, families, and business owners across Chicago build wealth, protect their assets, and plan for a confident financial future. As a top-rated financial advisor in Chicago, we offer personalized strategies designed to meet your goals—whether you're preparing for retirement, managing investments, or planning your estate.
✔ Fiduciary Chicago Financial Advisors
As fiduciary, fee-only advisors, we always act in your best interest.
✔ Local Chicago Expertise
Working with a financial advisor in Chicago means having a partner who understands Illinois tax laws, the Chicago economy, and local financial opportunities.
✔ Customized Planning
Every client receives a tailored plan built specifically for their goals—no generic templates.
✔ Straightforward, Transparent Guidance
Our Chicago financial advisors make complex financial decisions simple and actionable.
Our Financial Advisor Chicago Services | What We Can Help With
1. Retirement Planning
As a leading Chicago financial advisor, we help you design a retirement strategy that maximizes savings, reduces taxes, and ensures long-term income stability.
2. Investment Management
Our Chicago advisors build diversified, goal-focused investment portfolios tailored to your risk level and timeline.
3. Tax-Efficient Financial Planning
Get Chicago-specific tax strategies that help minimize liabilities and maximize your wealth.
4. Estate & Legacy Planning
Ensure your wealth transitions smoothly to the next generation with guidance from a trusted Chicago financial advisor.
5. Business Financial Planning
Supporting Chicago entrepreneurs with cash flow planning, business succession, retirement plans, and more.
Contact Us
Chicago Financial Advisor
150 N. Riverside Plaza
Suite 1950
Chicago, IL 60606
Hours
Monday–Friday
8:30am–5:30pm
Phone
(630) 912-8295
Financial Advisor Chicago | Financial Planner in Chicago
Stenger Family Office | Chicago Financial Advisor
150 N. Riverside Plaza, Suite 1950, Chicago, IL 60606