Financial Advisors in Deerfield, IL - 740 Waukegan Rd.
740 Waukegan Rd
Suite 320
Deerfield, IL 60015
Focus Partners is your locally based investment advisor in Deerfield, IL — but we’re also so much more. Our advisors provide financial planning that revolves around your personal values, goals, motivations, and priorities. Nestled along the North Shore of the Chicago metropolitan area and surrounded by the distinguished communities bordering the North Branch of the Chicago River, we are your neighbor and financial partner passionate about helping you with every aspect of your financial life.
Focus Partners is a trusted registered investment advisor offering personalized wealth management and financial planning services in Deerfield, IL. 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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Mitch Kovitz
CFA, CPA
Chairman, Wealth
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Greg Herr
CFA
Chief Investment Officer, Family Office Services
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Jack Newman
Senior Wealth Advisor
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Jason Petitte
CFA
Lead Equity Research Analyst
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Joel Hirsh
CFA
Chief Investment Officer
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Matt Hayner
CFA
Lead Portfolio Manager
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Patty Lucas
Client Service Specialist
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Robert Adorno
CFP®
Associate Wealth Advisor