Meridian Wealth Advisors serves a growing number of families in Chicago's western suburbs, including Naperville, Hinsdale, Oak Brook, Downers Grove, Wheaton, and Glen Ellyn. The western suburbs are home to professionals, business owners, and families who value thoughtful, long-term financial planning — and who expect their advisor to be a true fiduciary.
Many of our western suburban clients are business owners who need integrated personal and business financial planning, or dual-income families navigating complex decisions around equity compensation, multiple retirement plans, college funding for several children, and estate planning. We build plans that account for the full picture and help families make confident decisions at every stage.
Our downtown Loop office is easily accessible via the Metra BNSF and Union Pacific West lines, and we offer secure video meetings for clients who prefer not to commute. We find that a combination of annual in-person reviews and quarterly virtual check-ins works well for most suburban families.