Deerfield - 500 Lake Cook Rd.
Discover personalized wealth management with Focus Partners Wealth, your Deerfield financial advisor. Focus Partners Wealth offers trusted local expertise. Let's plan your future.
Deerfield - 500 Lake Cook Rd.
500 Lake Cook Rd
Suite 205
Deerfield, IL 60015
Focus Partners Wealth is your locally based investment advisor - but we’re also so much more. Our advisors provide financial planning that revolves around your personal values, goals, motivations, and priorities. Located on the North Shore just outside the heart of Chicago, we are your neighbor and financial partner passionate about helping you with every aspect of your financial life.
Focus Partners Wealth is a trusted registered investment advisor offering personalized wealth management and financial planning services. We help our clients take control of their financial future through innovative solutions and a strategic, comprehensive approach to financial planning. Our dedicated local team provides advice tailored to your financial goals and is backed by the extensive capabilities and resources of our nationwide network. We aim to be a cornerstone for financial stability in the neighborhoods we serve, committed to helping our clients thrive.
Let our wealth advisors find ways to create new possibilities for you. Take the first step and connect with an advisor today.
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Your Deerfield Team
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Joli Fridman
CFP®, CPA, PFS
Senior Wealth Advisor
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Tad Gray
CFP®, CAP
Wealth Advisor
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Sara Cooke
CFP®
Wealth Advisor
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Alexis Maafoh
CFP®, CDFA®, TPCP®
Wealth Advisor
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Leigh Capelli
CFP®
Senior Associate Wealth Advisor
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Clayton Foster
CFP®
Associate Wealth Advisor
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Sara Connelly
Advisory Team Associate
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Gail Scully
CFA®
Portfolio Trader
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Phyllis Baker
Client Service Specialist
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Debby Addari
Office Support Lead
Dig even deeper.
What’s it like to become a Focus client? Download our brochure to learn more.
Enjoy some of our latest resources
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March 18, 2026
Monthly Investment Commentary: March 2026 - What the Iran Conflict Means for Investors
The U.S. strikes on Iranian targets mark a significant military escalation and raise the risk of a broader regional conflict, adding to an already strained geopolitical backdrop shaped by strategic competition, energy security concerns, and recurring instability.
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March 16, 2026
How to Save for Your Baby’s Future: Financial Planning for New Parents
Saving for your baby’s future starts early. Learn how to plan expenses, update insurance, use tax benefits, and build long-term savings.
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March 03, 2026
What the Iran Conflict Means for Investors
Geopolitical tensions are rising. Here is how markets are reacting and what history says about long-term outcomes.
Read the article