dan.Listen
A free 45-minute call. We ask about your goals, worries and what a good life looks like to you.
Fee-only wealth management · Chicago & remote
Plan the next thirty years, not the next quarter.
Independent, fee-only advice for families and business owners who want a calm, written plan.
Independent since 2004
A small firm, on purpose.
We work with a limited number of families so every client has a named advisor who picks up the phone. We are fiduciaries, which means we are legally required to put your interests first.
- 22
- years advising
- 310
- client families
- $1.4B
- assets advised
- 96%
- client retention
Financial planning
A written plan covering cash flow, tax, retirement and estate, reviewed with you twice a year.
- Tax-aware savings strategy
- Retirement income timeline
- Education & family goals
Retirement projector
Where could you be at 65?
Projected at 65$1.63MYou contribute $600k · growth adds $1.03M
Age 40Age 65
For illustration only. Not financial advice. Real returns vary and can be negative.
Three meetings to a clear plan.
Map
We gather statements and build a written plan with clear options and the trade-offs of each.
Steward
We put the plan to work and meet twice a year, or whenever life changes the brief.
From the founder
"Most people don't need more products. They need someone to sit with them, look at everything, and say: here's what matters, and here's what doesn't."
Edward Lyle, CFP® · Founder
"Edward turned a shoebox of statements into a one-page plan my wife and I actually understand."
R. and K. Patel, clients since 2016 · demo testimonialSpeak with an advisor.
Tell us a little about where you are. A senior advisor will reply within one business day.
- Free 45-minute first meeting
- Flat fee, agreed in writing
- No obligation, no sales calls
Insights
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