Fiduciary, Fee-only Financial Advisors

Guiding you to a better life.

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Investment Management

A distinctive approach, backed by our exceptional qualifications.

  • Design

    Using your goals and values to create a portfolio equipped to handle the complexities of life.

  • Management

    Centered solely on your best interests and free from outside bias.

Forbes Profile
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SHOOK Research, an independent research organization which evaluates and ranks financial advisors, does not receive compensation from financial advisors, their firms, or the media in exchange for ranking purposes. Rankings are awarded annually after a one-year evaluation process concludes in June of each year. Michael Lantz has been awarded the ranking for the last seven consecutive years. Rankings are based on the data collected and opinions of SHOOK Research, LLC and may not be representative of any one client’s experience and are not indicative of future performance. For more information, please visit www.SHOOKresearch.com.

Financial Planning

Our dynamic approach is Unconventional, Comprehensive, Complete, and Built for you.

  • Planning

    Your financial life isn’t limited to investing, and your advice should reflect the same.

  • Transitions

    Helping you manage financial events throughout your life and your business.

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Simply Better Financial Advice

Why Choose Us

Independent

We offer customized, non-proprietary solutions solely in our Clients’ best interest.

Fee-Only

Unlike many advisors, we never accept sales commissions; instead, we charge a reasonable fee.

Comprehensive

It's more than just investing successfully. We understand the big picture.

Let's Get Acquainted

We offer a complimentary "Get Acquainted" meeting to describe our services, and to see if our team is right for you.

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Contact

  • Phone:
    (331) 204-6230
  • E-Mail:
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  • Address:
    1733 Park Street, Suite 350 Naperville, IL 60563

Clients

Review your investment professional at Investor.gov: https://www.investor.gov/

Investment advisory services provided by Lantz Financial, LLC, an SEC registered investment adviser. This website is only intended for clients and interested investors residing in states in which we are registered to provide investment advisory services or exempt from registration. Please contact us to determine if the firm provides investment advisory services in the state where you reside. All content on this site is for informational purposes only and should not be considered investment advice. Material presented is believed to be from reliable sources and no representations are made by our firm as to another party’s informational accuracy or completeness. Neither Lantz Financial, LLC nor its representatives provide tax or legal advice, and nothing herein should be construed as such. Always consult with your tax advisor or attorney regarding your specific circumstances.
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