Planning for your future is no simple task, especially in today’s complex and volatile environment. You should consider unbiased, experienced guidance with Lori J. Miller, CFP® , M.S. to provide turnkey strategies and solutions for Financial Planning and Investment Advisory services offered through LPL financial, a registered investment advisor, Wealth Management, and Insurance Services.  Please visit her site often to use Financial Calculators, view quick topic Videos and Flipbooks, read  Articles and Reports  to help answer your questions or stimulate your interest.

Lori J. Miller, CFP® has nearly 30 years of diversified financial advisory experience to put the needs of individuals, families, and businesses at the center of every investment and planning recommendation, and provides competent, independent and ethical guidance to work toward the goals for your financial future. You can dream boldly while planning confidently.  Lori was recently voted by her clients, colleagues, and other business professionals as the 2015 "Best of Wheaton Small Business Financial Services Winner"*. She was named a Five Star Wealth Manager for Chicagoland in 2016**.

Our full-service financial center offers Wealth Management, Advisory and Fee-based Financial Planning Services, Stocks, Bonds, Mutual Funds, REITs, BDCs, Income Annuities, IRAs, Rollovers, 401Ks, 529 College Savings Plans, Qualified Retirement Plans and Insurance products and services.  We look forward to serving your financial and insurance needs, so please call us today at (630) 690-0000 to put Lori and her team to work for you!

*Award based on Client and Community Votes.

**Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors.  Wealth managers do not pay a fee to be considered or placed on the final list of  2016 Five Star Wealth Managers.