Simplified Wealth Management is a financial advisory firm helping individuals and families make their financial lives less complex and their futures more secure. Its team creates personalized plans based on each client’s goals, circumstances, and stage of life, rather than using a one-size-fits-all approach. Services include financial planning for retirement, college savings, investing, and other personal or business goals, as well as reviewing and adjusting existing plans.

The firm supports young professionals, growing families, pre-retirees, financially independent or retired clients, and solo investors. Its advisors emphasize data-driven decisions, ongoing guidance, and a fiduciary commitment to putting clients’ interests first. The firm describes its model as fee-based, with fees tied to the assets it manages, and notes that its team holds multiple licenses and designations.

Simplified Wealth Management serves clients in Illinois, Arizona, and Texas and has registration exemptions in California, Florida, and New Mexico. The firm is based in Barrington, Illinois, and also lists an office in Scottsdale, Arizona. It does not provide legal, tax, or accounting advice