Chris Krzus, CFP® is the founder and president of the firm. Chris has spent the past two decades helping high-net-worth families and busy professionals bring clarity and confidence to complex financial situations. He began his financial career on the trading floor of the Chicago Board of Trade in 1997 while still in college, graduating from Dominican University in 2001. After several years in the markets, Chris transitioned to comprehensive financial planning and investment management in 2004. In 2014 he earned his CERTIFIED FINANCIAL PLANNER® designation from DePaul University, taking his ability to serve clients a step higher.
Chris and his wife April live in Wheaton with their three children. They are active in the community, volunteering and coaching youth volleyball.
How I Work With Clients
I typically partner with high-net-worth individuals and families who are successful in their careers but don’t have the time — or sometimes the specialized knowledge — to manage the full scope of their financial lives. You’re busy living your life, and you want a trusted advisor who can handle the details, so you don’t have to stress about them.
My approach is comprehensive. We’ll cover financial planning, investment strategy, tax planning, estate planning, and insurance coordination—everything working together in one integrated plan. I’ll take a deep dive into your full financial picture. The goal is to truly understand you, your family, your values, and your objectives so I can design a custom strategy that solves your most important challenges.
Our Process
Most of our clients prefer to meet virtually. We’ll begin with an introductory Zoom call so we can get to know each other and determine if we’re a good fit. If we decide to move forward, we schedule a deeper discovery meeting. This gives me the robust understanding I need to act as your dedicated resource and expert in your corner—helping you make confident decisions and stay on track toward what matters most to you. Whether you’re navigating complex compensation packages, planning a major liquidity event, preparing for retirement, or simply want to stop worrying about “what if” scenarios, I handle the heavy lifting so you can focus on your career, family, and life. Learn more about our process here.
Many of my clients come to me because they either lack the deep expertise in certain areas or simply don’t have the time to manage it all themselves. Either way, they want peace of mind and professional guidance from someone who truly cares about their outcomes. If that approach resonates with you, I’d love to connect.