Choosing the right wealth manager could mean everything.

Brian Voss helps you set achievable goals and creates a complete financial plan that gives you a high probability of achieving those goals.


Trusted Advisor

“I promise we will only take you on as a client if we are sure we can deliver a big positive impact for your family.”       -- Brian Voss


Confidence & Clarity

Always know where you are today and where you are going.


Meet With Brian 

Learn how you can feel more confident and clear about your own financial future. Email or call, to set up a no obligation consultation with Brian. 

Providing Wealth Management Services to families of Evanston, Wilmette, Winnetka, Kenilworth, Glencoe, Highland Park, Highwood, Lake Forest, Northbrook, Glenview, Skokie and suburbs near the North Shore since 1982.

Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.

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