We Offer Three Integrated Services

We are a fee-only financial planning firm that provides financial advice, investment management, and tax services to individuals and families. By combining these traditionally separate services with our expertise, we are uniquely positioned to help clients accomplish their goals and simplify their financial lives.


Personal Financial Planning

What do I need to know?
What do I need to do?
We’ve got the answers


Tax Compliance & Planning

Stick with what you’re good at. Let the tax geeks save you money (and time)!



Ready to invest?
Awesome! What Now?


Meet the team that’s committed to the Northbrook Way

Offering common-sense advice and smart planning solutions every day!


Schedule a Free Virtual Meeting