3 Best Financial Services in Naperville, IL

“Stenger Family Office operates as a multi-family office, providing comprehensive financial planning, investment management, tax strategy, and estate planning strategies to families. They work collaboratively with the other experts on their team so your financial plan takes into account important tax and estate law changes. Nick Stenger is the Chief Executive Officer and financial advisor at Stenger Family Office. Nick is a graduate of the Quinlan School of Business at Loyola University Chicago with degrees in accounting and finance. Stenger Family Office has clients in nearly all 50 states and can meet you in a convenient location. They designed the Stenger Family Office to serve you and your family, building a fiduciary process around their investment portfolios and financial plans. They've created a family-first environment that serves their clients as people, not just as numbers on a spreadsheet like many large Wall Street firms. Their financial advisors are legally obligated to operate in clients' best interest, just as they would expect with their own family.”

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“F5 Financial is a fee-only wealth management firm with a holistic approach to financial planning, personal goals, and behavioral change. Curt is a CERTIFIED FINANCIAL PLANNER™. He is a graduate of the University of Illinois, where he earned a BS, MS, and PhD in Industrial Engineering. He’s a husband, father of three, an avid outdoorsman, and a follower of Christ. Curt’s goal as a financial planner is to ensure that families, corporate executives, and entrepreneurs have a comprehensive financial plan in place to reach their life goals. Curt has always been fascinated with finances and, around 2000, began exploring the possibility of offering a financial planning services firm that would help families achieve their goals.”

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“Fiduciary Financial Partners, LLC is ready to help individuals, families, and entrepreneurs improve their financial lives. Nicholas Economos is the Managing Principal & Chief Retirement Officer of Fiduciary Financial Partners. Nicholas Economos holds a B.S. in financial counseling and planning from Purdue University and is a Chartered Retirement Plans Specialist® and FINRA Series 65 Registered Investment Advisor Representative. Nick serves as Finance Chair on the board for the Entrepreneurs Organization of Chicago, is a member of the board for both Female Strong and the DuPage Legal Assistance Foundation, and serves on the advisory council for West Suburban Community Pantry. Nick’s passion for helping clients is rooted in his belief that, with thoughtful planning and the right partner, anyone can accomplish their financial goals.”

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