Estate & Trust Advisors is an independent, fiduciary registered investment advisory firm based in Riverwoods, Illinois, serving clients in the Chicago area and across the United States. With nearly three decades of experience, the boutique firm provides personalized wealth management and coordinated financial guidance for families, business owners, and people navigating divorce or other life transitions. Its close-knit team aims to put clients’ interests first and make complex financial decisions clearer through direct, ongoing advisor relationships.

Services include investment management, retirement planning, IRA investment and tax planning, and estate-related wealth counsel. The firm helps clients develop portfolios aligned with their goals, manage retirement income and withdrawals, consider required minimum distributions and Roth conversions, and coordinate inherited IRA decisions. Business-owner planning addresses personal and business finances, retirement plans, liquidity events, charitable giving, and succession. Divorce financial planning supports account organization, budgeting, investment decisions, and retirement and tax considerations.

Estate & Trust Advisors follows a process of discovery and goal setting, plan design, implementation, and regular reviews.