Financial Advisor in Wheaton, IL
Your Entire Team, In One Place
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Wealth Management
Stenger Family Office serves as a full service wealth management firm. Our financial advisors in Wheaton, IL and financial advisors in Wheaton 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 Wheaton financial planners and Wheaton, IL 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 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.
Award Winning Wealth Management
Stenger Family Office and Nick Stenger are honored to be named a Forbes Best-In-State Wealth Advisor for 2026. Our group has been featured on Forbes Top Advisor lists since 2016.
Forbes/SHOOK Top Wealth Advisors (04/07/26). Data as of 06/30/25. Ratings may not guarantee future success or results.
Methodology here: https://www.forbes.com/profile/nick-stenger/
Financial Advisor in Wheaton, IL
Stenger Family Office is a fiduciary financial advisor in Wheaton, IL. Our team of Wheaton financial advisors operates as a multi-family office, providing comprehensive financial planning, investment management, tax strategy and estate planning strategies to families in the Wheaton, 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
Stenger Family Office coordinates your estate plan with your financial plan and tax strategy, providing you integrated advice tailored to your personal situation. As a Wheaton 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. We also offer clients direct integration with Estate Guru, a leading national technology driven estate planning platform that offers our clients wills, trusts, power of attorney and medical directive 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 Naperville, 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.
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.
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.
Meet the Financial Advisors
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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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Chris Jordan, CPA, MST
Chief Financial Officer
Chris Jordan is Chief Financial Officer and Head of Tax at Stenger Family Office. Chris leads the Stenger tax team and assists family office clients with tax preparation and advisory services.
Chris is a Certified Public Accountant and specializes in business tax preparation, individual tax preparation, partnerships, estate taxation, and high net worth family taxes. Prior to Stenger Family Office, Chris was a Tax Manager at Porte Brown, a midsize accounting firm in the Chicago suburbs.
Chris earned his BA in Accounting from Augustana College and his Masters of Science in Taxation from the Carl H. Lindner College of Business at the University of Cincinnati.
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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.
Transparent, Upfront Pricing
Wealth Management & Family Office Services
Stenger Gold Desk
Basic financial planning
Asset allocation ETF portfolios
Annual review with our team
Access to tax & legal services
Minimum investment - $1,000
Annual fee rate - 1.00% (billed monthly)
Core Wealth Management
Full service financial planning
Customized investment portfolios
Unlimited access to a Stenger financial advisor
Access to tax & legal services
Minimum investment - $100,000
Annual fee rate - 1.00% (billed monthly)
Family Office
Advanced financial planning
Customized investment portfolios
Unlimited access to a Stenger financial advisor
Discounted tax & legal services
Minimum investment - $2,000,000
Annual fee rate - starting at 1.00% (billed monthly)
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.
Our multi-family office approach helps simplify and organize your financial life.
Contact Us
Wheaton/Naperville Financial Advisor
400 E. Diehl Road
Suite 550
Naperville, IL 60563
Hours
Monday–Friday
8:30am–5:30pm
Phone
(630) 912-8431