About Us

An independent, fee-only investment advisory firm.
Michael LaFontaine

Michael LaFontaine

Partner & Officer

Mike joined the firm in 2009 to help open the firm's Chicago office. His prior experiences include employment at Sheridan Road Financial and Marquette Partners, which included three years in London trading European markets. Mike received a degree from John Carroll University.

Learn How We Partner With You

We've been serving investors for the last 20+ years, and we welcome the opportunity to talk with you. Contact Our Team

Client Access

Portfolio Insights

Online access for viewing your investment portfolio and performance statements.

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Financial Planning

Every plan starts with a review of personal goals and information. Share securely via our portal.

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Need client access? Call us at 312-429-0880, Option 1.