Skip to main content

Independent, Fee-only, Registered Investment Advisor

Preserve and Grow Your Wealth

Located in Chicago, IL.

Let's Talk
Client Login
Independent RIA

Independent Wealth Managers

Tree



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
Learn More

Our Services

All Services

Investment

Management

Financial

Planning

Estate

Planning

Retirement

Planning

Education

Funding

    Strategic Partners

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

    Login
    Login
    Login

    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
    This email address is being protected from spambots. You need JavaScript enabled to view it.

    © 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.