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Next Phase Advisory Group Employee Directory

Financial ServicesIllinois, United States11-50 Employees

Next Phase Advisory Group is a financial services firm that serves high-net-worth professionals and business owners by integrating life planning with financial planning. The firm emphasizes holistic, long-term guidance that goes beyond investment management, aligning retirement planning, insurance solutions, intergenerational planning, and wealth management with a client’s broader life goals. Located in Downers Grove, Illinois, the company operates as a Private Client Group within Northwestern Mutual, leveraging resources to support high-wealth clients. The team emphasizes close, relationship-driven service aimed at helping clients articulate and pursue their desired life outcomes. The description notes recognition from Forbes for its Best-In-State Wealth Management Teams in 2025, reflecting external acknowledgment of its advisory quality.

Find Next Phase Advisory Group employees' phone numbers or email addresses

Next Phase Advisory Group Global Highlights

Location
Employees

North America
26

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  • United States Of America
    26

Oceania
2

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  • Australia
    2

Next Phase Advisory Group's Leadership

  • Stylized image of a person
    N. S.
    Owner
    Mobile Phone
  • Stylized image of a person
    M. H.
    Managing Director
    Mobile Phone

Next Phase Advisory Group Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Community & Social Services
  • Accounting
  • Administrative
  • Analytics
  • Other

Contact profiles from Next Phase Advisory Group

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    N. S.
    Owner
    Mobile Phone
    AustraliaVictoria
    Sep 10, 2025
  • Stylized image of a person
    M. H.
    Managing Director
    Mobile Phone
    AustraliaQueensland
    Apr 16, 2026

Frequently Asked Questions

What is Next Phase Advisory Group known for?

Minus sign iconPlus sign iconNext Phase Advisory Group was founded in 1990 operates in the Financial Services industry. Explore Next Phase Advisory Group's company overview page for more information.

What is Next Phase Advisory Group's most common email format?

Minus sign iconPlus sign iconNext Phase Advisory Group employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Next Phase Advisory Group email formats with LeadIQ.

How many employees does Next Phase Advisory Group have currently?

Minus sign iconPlus sign iconNext Phase Advisory Group has approximately 21 employees as of August 2026. These team members are located across 2 continents, including North AmericaOceania.

Who are Next Phase Advisory Group's key employees and leadership?

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As of August 2026, Next Phase Advisory Group's key employees include:

  • Owner: N. S.
  • Managing Director: M. H.

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