Independent, Fee-only, Registered Investment Advisor

Preserve and Grow Your Wealth

Located in Chicago, IL.

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Independent RIA

Independent Wealth Managers

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We do better, when you do better.
Our firm was built for and around our clients. We believe an open and transparent, client-centered relationship is the key to long-term success. Our thorough wealth planning process is driven by listening first, formulating a strategy, and following through with advice and world-class service.
  • Independent
  • Fiduciary
  • Fee-Only
  • Client-First Philosophy
  • Comprehensive
  • Advice that Serves You
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Our Services

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    Strategic Partners

    We work with innovative companies to help benefit your financial future. 

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    Our Inspiration.

    We're Proud to be a Fee-Only Financial Advisory Firm.

    “The best way to predict the future is to create it.”

    A. Lincoln

    Let’s work
    together

    Our Office

    150 North Wacker Drive, Suite 1760
    Chicago, IL 60606
    (312) 373-7221
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    © OAK FAMILY ADVISORS, LLC.   Form CRS   |   ADV Part A   |   ADV Part B   |   Disclosures

    Securities offered through Charles Schwab & Co., Inc. Member FINRA/SIPC.
    To Check Firm or Individual Backgrounds please go to http://adviserinfo.sec.gov.