Independent, Fee Only Fiduciary Financial Counselors
We firmly believe that a logical financial plan leads to better financial choices and rational investment decisions. We use our knowledge and experience to serve the unique needs of each of our clients. Our principals have offered financial planning and investment advice to individuals and institutions since 1980. We spend time with our clients, to ensure they understand the economic consequences of their financial decisions. Our fee only business model keeps our interests totally aligned with our clients' goals.
Personalized Service
We provide a personalized quality of financial planning and investment advisory services that go well beyond what most banks, investment firms, and retail brokerage firms can offer. We do not try to force clients into a "one-size-fits-all" type of relationship. Our clients tell us how we can best serve them.
Experienced Investment Advice
Our unique institutional asset management experience includes managing billions of dollars in mutual funds, high net worth individual accounts and institutional funds at Northern Trust Company in Chicago, for a combined total of 34 years. We actively consult to financial institutions and family offices. We bring an institutionally-oriented investment focus to our individual clients.
Client Focused Advice
D3 Financial Counselors LLC is an independent, fee-only, fiduciary, financial consulting firm. We are not affiliated with any other company, have no sales quotas, and accept no commissions.