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Client Login    I    Legal    I    Copyright © 2017, All Rights Reserved    I    701 Harger Road Oak Brook, Illinois    I    (630) 575-2300    I   Form ADV
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Who We Are    I    How We Are Unique    I    Our Past, Present & Future

Who We Are

Whitnell is a wealth management organization based in Oak Brook, Illinois. For more than a quarter century we have protected and enhanced the wealth of affluent families, some of whom have been with us for three generations.

It is our mission to provide affluent families with comfort and peace of mind so they can focus their energies on what matters most to them: their families, their businesses and careers and the charitable causes they pursue with passion.

As wealth managers, our primary focus is to provide our clients with a wide range of services designed to reduce life’s worries. Through deep and meaningful conversations, we come to understand each client’s unique position in life:

  • Who they love.
  • What they dream about.
  • What they hope for the future.
  • What they fear.
  • What they want their wealth to do for them and their family.

Then we build a custom plan unique to each client. Over time, we execute that plan with and for our clients. This helps to ensure our clients’ wealth is a source of freedom and joy, not a burden.

Whitnell is a Registered Investment Advisor (RIA) with the US Securities and Exchange Commission. We believe the RIA business model is superior for aligning our services and capabilities to our clients’ best interests. This is why we have chosen to be RIAs.

The RIA model allows us to be truly objective when making recommendations to our clients about their wealth. We do not earn income from commissions, nor do we have any obligation to recommend the investment products of any financial institution when structuring investment portfolios designed to preserve and grow our clients’ wealth. Because we are a fee-only firm, our compensation is tied directly to the success of the advice and services we offer our clients.

 

 

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BOB LEGAN - view full bio

mia erickson

“I enjoy serving ultra-affluent families because I value trust and discretion. They often have very complex financial lives and multi-generational stakeholders who see things in different ways. I find satisfaction in leading a team of advisors in a united effort to serve these families exceptionally well.”