What departments does Next Phase Advisory Group have?

Next Phase Advisory Group has employees across 2 departments including Operations, Education.

What is the largest department at Next Phase Advisory Group?

The largest department at Next Phase Advisory Group is Operations with 3 employees.

Where are Next Phase Advisory Group employees located globally?

Next Phase Advisory Group has employees across 2 continents and 2 countries including United States Of America, Australia.

How has Next Phase Advisory Group's team size changed over time?

Next Phase Advisory Group's team has grown from approximately 16 to 17 employees based on available data.

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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.

Next Phase Advisory Group Global Highlights

North America
27

United States Of America
27

Oceania
2

Australia
2

Next Phase Advisory Group's Leadership

J. K.
President
Mobile Phone
Email
K. S.
President/Coo
Mobile Phone
Email
C. P.
Founder
Mobile Phone
Email
D. C.
Founder & Managing Partner
Mobile Phone
Email
K. O.
Co-Founder And Private Wealth Advisor
Mobile Phone
Email
S. P.
Founder And Operations/Leadership Consultant
Mobile Phone
Email
N. S.
Owner
Mobile Phone
Email
M. H.
Managing Director
Mobile Phone
Email

Next Phase Advisory Group Employee Metrics

100%

50%

2026

2025

Banking
Community & Social Services
Accounting
Administrative
Analytics
Other

Contact profiles from Next Phase Advisory Group

Name

Title

Contact Info

Location

Last Update

A. S.
Operations Assistant
Mobile Phone
Email
United StatesArizona
Oct 19, 2025
S. P.
Founder And Operations/Leadership Consultant
Mobile Phone
Email
United StatesNorth Carolina
Apr 16, 2026

Frequently Asked Questions

What is Next Phase Advisory Group known for?

Next Phase Advisory Group was founded in 1990 operates in the Financial Services industry. The company's main headquarters is located in 1901 Butterfield Road Suite 300 Downers Grove, Illinois 60515 United States. Explore Next Phase Advisory Group's company overview page for more information.

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

Next 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?

Next Phase Advisory Group has approximately 21 employees as of June 2026. These team members are located across 2 continents, including North AmericaOceania.

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

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

President: J. K.
President/Coo: K. S.
Founder: C. P.
Founder & Managing Partner: D. C.
Co-Founder And Private Wealth Advisor: K. O.

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Next Phase Advisory Group Employee Directory

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