Expert Financial Guidance for Your Future

Professional investment planning and wealth management services tailored to your unique financial goals. Build a secure financial future with our experienced advisory team.

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15+
Years Experience
500+
Satisfied Clients
$50M+
Assets Managed

About Propel Finance Advisors

Founded in 2008, Propel Finance Advisors has been helping individuals and families in the Chicago area achieve their financial dreams through comprehensive planning and strategic investment management.

Our team of certified financial planners brings over 15 years of combined experience in portfolio management, retirement planning, and wealth preservation strategies. We believe in building long-term relationships with our clients based on trust, transparency, and results.

We are committed to providing personalized financial solutions that align with your unique circumstances, risk tolerance, and long-term objectives. Our fiduciary responsibility ensures that your interests always come first in every recommendation we make.

Disclaimer: All investment advice is for educational purposes only. Past performance does not guarantee future results. Please consult with a qualified financial professional before making investment decisions.

Financial planning consultation

Our Financial Services

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Investment Planning

Customized investment strategies designed to grow your wealth while managing risk according to your timeline and goals.

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Retirement Planning

Comprehensive retirement strategies including 401(k) optimization, IRA management, and income planning for your golden years.

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Wealth Management

Holistic wealth management services including tax planning, estate planning, and asset protection strategies.

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Portfolio Analysis

Regular portfolio reviews and rebalancing to ensure your investments stay aligned with your changing needs and market conditions.

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Financial Planning

Complete financial planning services including budgeting, debt management, and goal-setting strategies.

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Risk Management

Insurance analysis and risk assessment to protect your family and assets from unexpected life events.

Why Choose Propel Finance Advisors

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Expert Knowledge

Our certified financial planners stay current with market trends and regulatory changes to provide you with the most effective strategies.

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Personalized Service

We take time to understand your unique situation and create customized solutions that fit your specific needs and goals.

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Ongoing Support

Regular check-ins and portfolio reviews ensure your financial plan adapts to life changes and market conditions.

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Fiduciary Standard

We are legally bound to act in your best interest, ensuring transparent and ethical financial advice at all times.

What Our Clients Say

"The team at Propel Finance Advisors helped us create a comprehensive retirement plan that gave us peace of mind. Their expertise and personalized approach made all the difference in our financial future."
Sarah Mitchell

Sarah Mitchell

Retired Teacher

Disclaimer: Individual results may vary. This testimonial reflects one client's experience and may not be representative of all client experiences.

"Working with Propel Finance Advisors transformed our approach to investing. They helped us diversify our portfolio and significantly improve our returns while reducing risk."
Michael Johnson

Michael Johnson

Small Business Owner

Disclaimer: Past performance does not guarantee future results. Investment returns and principal value will fluctuate.

"The financial planning services exceeded our expectations. They helped us pay off debt, save for our children's education, and plan for retirement all at the same time."
Emily Davis

Emily Davis

Marketing Executive

Disclaimer: Results shown are not typical and may not be achieved by all clients. Financial planning outcomes depend on individual circumstances.

Contact Us Today

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Get In Touch

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Address:
425 North Michigan Avenue, Suite 1200
Chicago, IL 60611, USA
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Business Hours:
Monday - Friday: 9:00 AM - 5:00 PM
Saturday: By Appointment
Sunday: Closed