Financial Advisor in Barrington, Illinois
Financial decisions rarely happen in isolation. Retirement, investments, taxes, cash flow, insurance, estate planning, and business ownership can all influence one another.
As a fee-only fiduciary financial planning firm based in Barrington, Illuminate Wealth Management helps individuals, families, and business owners understand their options, evaluate important tradeoffs, and make informed financial decisions within the context of their broader lives.
Barrington Is Home Base
Illuminate Wealth Management was founded in Barrington, Illinois, and it continues to be where many of our client relationships begin.
Over the years we’ve had the opportunity to work with individuals and families throughout Barrington and the surrounding Northwest suburbs, including South Barrington, Inverness, Lake Zurich, Deer Park, Long Grove, Palatine, and Arlington Heights.
How We
Help
Wealth Management
Comprehensive financial planning and investment management designed around your goals, priorities, and long-term vision.
Tax-Aware Financial Planning
Understanding how taxes may influence retirement, investments, charitable giving, and long-term financial outcomes.
Investment Strategy
Align investments with retirement income needs, risk tolerance, and long-term goals.
Equity Compensation
Guidance around stock options, RSUs, ESPPs, concentrated stock positions, and related planning opportunities.
Business Owner Planning
Helping business owners coordinate personal and business financial decisions.
Retirement Planning
Helping clients evaluate retirement timing, income strategies, Social Security decisions, and what comes next.
Meet The People Behind the Planning
Financial planning is personal. The people behind it should be too.
Behind every recommendation is a team committed to listening first, understanding what matters most, and asking the questions that lead to better decisions. We combine experience, thoughtful analysis, and a relationship-first approach to help clients navigate an increasingly complex financial world.
Let's Talk About What's On Your Mind.
Whether you’re preparing for retirement, evaluating an opportunity, navigating a business transition, or simply looking for a second opinion, we’d be happy to learn more about your situation.