Financial Advisors in Deerfield, IL - 500 Lake Cook Rd.
500 Lake Cook Rd
Suite 205
Deerfield, IL 60015
Focus Partners 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 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
-
October 01, 2026
Should You Buy or Lease Your Dental Practice Office Space?
For dental and medical practice owners, deciding whether to buy or lease office space requires balancing real estate ownership opportunities with practice needs, cash flow, tax planning, and long-term transition goals.
Read the article -
September 28, 2026
Social Security Claims at 62 vs. 67 vs. 70: What High-Net-Worth Retirees Should Consider
Many retirees focus on one question: Should I claim Social Security at 62, 67, or 70? For high-net-worth individuals, the answer often involves far more than maximizing a monthly benefit. Learn how taxes, Medicare premiums, spousal benefits, survivor protection, and portfolio withdrawal strategies can influence the right claiming decision for your retirement.
Read the article -
September 09, 2026
Registered Investment Advisor vs. Broker-Dealer: How Are They Different?
Choosing a financial advisor involves more than comparing titles or services. Understanding whether an advisor operates as an RIA, a broker-dealer, or both can help you ask better questions about their legal obligations, compensation, and potential conflicts of interest.
Read the article