Our Mission

The Mission of Estate & Trust Advisors is the capital preservation and enhancement of wealth for business owners and professionals, affluent families, and families in retirement.

ETA has served generations of Chicago families who want a steward for their retirement money.

We're dedicated to serving your long-term financial interests by building solid investment, retirement, and estate plans...to provide peace of mind that comes from a personal financial advisor who focuses on your retirement plans.

We deliver personal investment advice at a reasonable cost, using custom portfolios to help you reach your family's most important financial goals.