Objectives in Palatine, Illinois

Locke Investment Management, located at 660 North Hicks Road in Palatine, Illinois, is a trusted financial advisor firm that has been serving clients since 1994. With a focus on loyalty and trust, Locke Investment Management aims to build lasting relationships with clients by providing personalized financial guidance and support. As a fiduciary firm, Locke Investment Management puts the client's interests first, ensuring that all financial decisions are made with the client's goals and objectives in mind. The firm charges a monthly fee based on the assets managed, aligning their interests with the client's success.

EP Wealth Advisors, located at 35 West Slade Street in Palatine, Illinois, is a finance institution dedicated to helping clients achieve their financial goals. As an independent financial advisor, EP Wealth brings a planning-based approach to address each client's unique needs. With a fee-only approach, the institution offers objective investment recommendations. The team of CFPs, tax and estate professionals, and portfolio managers work together to build personalized financial plans for clients. Regular portfolio reviews and updates ensure that clients are informed of their progress and any necessary adjustments. EP Wealth offers a wide range of wealth management services, including estate planning, tax planning, and charitable giving strategies. The institution has been recognized as one of the fastest-growing private companies in America and as one of the best places to work by the Los Angeles Business Journal. Visit EP Wealth Advisors to experience their personalized touch and deep expertise in wealth management.

The Visionary Group, located at 506 North Plum Grove Road in Palatine, Illinois, is a specialized institution working exclusively in the accounting industry. Their M&A services, consulting, fractional COO role, and speaking engagements are tailored for firms ranging from the Top 20 to emerging practices. The institution's leadership is highly regarded and recognized as one of the Top 100 Most Influential People in Accounting. The Visionary Group offers a unique MVA (Merger and Valuation Analysis) service designed to help accounting firms determine their best next steps by identifying drivers that add or detract from firm value. Through a deep assessment involving online surveys, interviews, and complex data analysis, they provide a custom roadmap with detailed steps and implementation strategies.