The Next Level Planning Group Employee Directory

Financial ServicesIllinois, United States11-50 Employees

The Next Level Planning Group is a financial services firm based in Chicago, Illinois. It serves accomplished business owners and executives, offering wealth management that aligns closely with high professional standards and a family office approach, while emphasizing accessibility and integrated support across disciplines such as accounting, estate planning, and investment advisory. The firm targets individuals navigating pivotal moments like equity compensation, liquidity events, or wealth accumulation, aiming to address the complexity and high stakes of their financial decisions. Positioned within the financial services industry, it focuses on delivering coordinated guidance to optimize personal wealth without fragmenting services among multiple providers. The company highlights a Financial SWOT Session as part of its offerings and operates from its Chicago location, presenting itself as a partner for clients seeking a comprehensive, professionally rigorous approach to wealth strategy.

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