Estate & Trust Advisors is a boutique Wealth Management Firm with nearly three decades serving clients in Chicago and across the US. Our team works as one close-knit ensemble so every client benefits from coordinated planning and portfolio management. Our mission is to give our clients the peace of mind that comes from knowing their investments are being handled with only their interests in mind. As an independent Registered Investment Advisor, we put your interests first, bring clarity to complex choices, and stay accessible when you need us.
Investing with Intention for Every Stage of Life
ETA Advisory Process
A straightforward path from questions to action. We learn what matters, design a investment plan, implement the right steps, then meet regularly to keep your finances in sync with your life.
Purposeful portfolios built around your plan, not a model on a shelf. We align allocation, risk management, and taxes with your life goals you and adjust accordingly through every market cycle.
Turn your retirement funds into a sophisticated plan you can live with. We map spending, Social Security, and tax-efficient withdrawals so your retirement timeline fits your lifestyle.
IRAs and 401(k)s often hold the bulk of a family’s savings. We help plan RMDs, evaluate Roth conversions, and coordinate inherited IRA decisions so withdrawals support your long-term goals.
Private, Family-Owned Business Owners rely on our expertise to handle building personal wealth, liquidity events, charitable planning, and multi-entity coordination.
Support and structure for a new financial chapter. We help divorced women organize accounts, build a realistic budget, and invest with confidence, with careful attention to retirement and taxes.
For nearly three decades, our team has delivered coordinated planning and personalized portfolio management for families, business owners, and divorcees. As an independent fiduciary RIA, we focus on quality over quantity, offering direct access to experienced advisors and guidance that integrates investments, retirement income, and tax considerations into a plan that evolves with your life.
ETA clients receive sophisticated planning to ensure that their retirement assets provide for them and their beneficiaries. We plan for wealth accumulation, asset protection, and wealth distribution.
Owning a business creates both opportunity and complexity. We work with privately held business owners across Northbrook and the Chicago North Shore to align personal and business finances under one plan. From retirement plan design to preparing for a sale or succession, our goal is to help you protect what you’ve built and position your wealth for what’s next.
We work with families and divorcees whose financial lives involve multiple priorities — business ownership, generational wealth, trusts, and varying investment goals. Estate & Trust Advisors helps organize these moving parts into one clear, coordinated plan. Our team aligns investments, retirement income, and estate considerations so you can see how each piece works together.
We serve families whose financial lives involve multiple priorities — investments, trusts, business interests, and generational wealth. Estate & Trust Advisors brings these elements together through integrated planning that simplifies oversight and strengthens long-term outcomes. Our fiduciary approach ensures every recommendation supports your goals while maintaining flexibility as life evolves.
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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.
Financial Advisors do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation. Separate from the financial plan and our role as a financial planner, we may recommend the purchase of specific investment or insurance products or account. These product recommendations are not part of the financial plan and you are under no obligation to follow them. Life insurance products contain fees, such as mortality and expense charges (which may increase over time), and may contain restrictions, such as surrender periods.
