Stenger Family Office is a financial advisor in Naperville, IL. Our team of experienced financial advisors are fiduciaries and specialize in financial planning, investment management, tax preparation, and estate planning strategies. We offer comprehensive financial planning services through our team of CERTIFIED FINANCIAL PLANNERS™ (CFP®) aligned with your tax and estate plan. Stenger Family Office offers investors one location to take care of all their financial needs including tax preparation, wills & trusts, and risk management.

Since 1981, the Stenger family has been providing customized financial advice in the Naperville area. We also have an office in Spring, Texas to serve our clients from ExxonMobil, Chevron, BP, Honeywell and Shell. Our group started nearly 43 years ago at Dean Witter, a subsidiary of Sears. Over the years, the Stenger Group was on the front lines of innovating to bring costs down for clients. In 2003, we were featured on the front page of Barron’s Magazine as a leader in the exchange traded fund industry which significantly reduced fees for our client families. Throughout the years, Stenger Family Office financial advisors have been featured in Barron’s, Forbes, Financial Times, Chicago Magazine, Daily Herald and Naperville Sun as top financial advisors in the United States. Mostly recently, we were ranked by Forbes & Shook Research as a Best-In-State Wealth Management Team.

Stenger Family Office operates as a multi-family office for our clients. We combine investment management and financial planning alongside tax preparation and estate planning to deliver a seamless and comprehensive experience, not reliant on any one person. Our team of Naperville financial advisors can also work closely with your personal attorney or tax advisor if you so choose. Our team of Certified Financial Planners (CFP), financial advisors, accountants and attorneys can help you create a comprehensive financial plan that addresses all areas of your financial life beyond investments.

We offer investors 4 competitive options to best serve you at any point in your financial journey. For investors with $1,000-100,000, our Gold Desk offering provides you with customized financial planning, access to our team of financial advisors, accountants and estate planners. Investors with $100,000-2,000,000 qualify for our Core Wealth Management platform with comprehensive financial advice, advanced planning, and access to the other professionals at our firm. For investors with over $2 million, we include annual engagement bonuses for tax preparation and estate planning services bundled alongside financial planning and investment management.

Our advisory fees are competitive, with most Stenger Family Office clients paying 1% or less on assets under management. As a fiduciary financial advisor in Naperville, IL, we do not sell proprietary or commission based products. Stenger Family Office financial advisors are not commission based salespeople, but rather consultative based professionals incentivized to grow your portfolio over the long run.

You can start a relationship with Stenger Family Office today with as low as $1,000. Call us today at (630) 912-8295 or email Julia.Huebner@stengerfamilyoffice.com to learn more.