Financial Advisors in Deerfield, IL - 500 Lake Cook Rd.
500 Lake Cook Rd
Suite 205
Deerfield, IL 60015
Focus Partners Wealth is your locally based investment advisor in Deerfield, IL at 500 Lake Cook Rd. - 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 in Deerfield, IL at 500 Lake Cook Rd. 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.
-
Your Deerfield Team
-
Joli Fridman
CFP®, CPA, PFS
Senior Wealth Advisor
-
Tad Gray
CFP®, CAP
Senior Wealth Advisor
-
Sara Cooke
CFP®
Wealth Advisor
-
Alexis Maafoh
CFP®, CDFA®, TPCP®
Wealth Advisor
-
Shequeta Rice
CFP®
Associate Wealth Advisor
-
Leigh Capelli
CFP®
Senior Associate Wealth Advisor
-
Clayton Foster
CFP®
Associate Wealth Advisor
-
Sara Connelly
Advisory Team Associate
-
Phyllis Baker
Client Service Specialist
-
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
-
August 24, 2026
Monthly Investment Commentary: August 2026
In economic terms, a “bubble” occurs when prices for something like stocks or technology go up quickly, often beyond their true value, then ultimately crash (or burst) when investors recognize prices aren’t in line with value and attempt to quickly sell.
Read the article -
August 17, 2026
What to Expect During Your First Meeting With a Financial Advisor at Focus
Not sure what to expect when meeting with a financial advisor for the first time? Learn how to prepare, what to bring, which questions may come up, and how to decide whether the advisor is the right fit.
Read the article -
August 03, 2026
How to Prioritize Your Retirement Savings Accounts
Learn how to prioritize retirement savings accounts with a tax-efficient hierarchy designed for high-income professionals and families.
Read the article