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People deserve to understand what’s happening with their money.

Have you ever sat across from a financial advisor and only understood every third word they were saying? And yet they were talking about your money, your life and your future.

At Harrison Wallace Financial Group, we believe clients should understand everything that is happening with their money; that advisors should be just as good about explaining investments as they are at making them.

First, we’re going to get to know you and discuss what’s most important to you. We’re going to figure out your goals and the outcomes you’d like to achieve with this money. We’ll do this by establishing your Family Index Number, which is the rate of return needed on your investments in order to pursue those outcomes. After we determine your Family Index Number, we allocate your money to our various investment strategies designed to help you pursue those goals.

We work with a wide variety of clients – everyone from high net worth investors to those who are just starting out. While each family gets a personalized allocation strategy, we’ve helped thousands of families navigate their complex financial needs and guided them through life’s major decisions.

As your trusted advisor, we’re focused on adding convenience and simplicity to your lives. We will make sure you’re educated on your investments and how we manage your money – as much or as little information as you’d like.

Whether you’re investing hundreds or millions, at Harrison Wallace Financial Group we’re about much more than results – we’re about helping you understand where those results have come from and why the strategy works. If you’re tired of the mystery of investing and want to know exactly what’s happening with your money, schedule an appointment today.

Discover the right investment strategy for you.

Tell us a little more about your investment objectives and level of comfort with risk.

By what percentage do you expect your portfolio to grow
annually over the long-term (10+ years)?

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How to get started.

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2. Meet with us for a custom listening session

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3. Get your personalized strategy

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Our financial planning services are built on trust, transparency and accountability.

Our experienced team of professionals will develop a personalized plan that gives you the power – and a path – to realize your dreams. Explore services

Portfolio Management

Our teams of analysts and money managers have designed unique and relevant strategies for every kind of investor. Learn More

Risk Management

Risk Management is identifying the exposures that exist in the event of a disability, premature death or extended health care need to your family situation. Learn more

Tax Planning

Tax Planning is the process of reviewing how you are currently utilizing tax deferred, tax exempt and tax favored strategies. Learn more

Wealth Planning

Wealth planning is defining your goals, determining what you’re currently doing to reach those goals and what obstacles are getting in your way. Learn more

Estate Planning

Estate Planning is the process looking at the current distribution and potential estate tax liability of your assets in the event of your passing. Learn more

Connect with an Advisor

Please provide your name and email and we will have an advisor contact you.

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Personalized Wealth Management

Harrison Wallace Financial Group’s mission is to cultivate a long-term relationship built on confidence, integrity and trust by providing the highest-quality objective advice that focuses on each client’s unique goals. We incorporate a sophisticated, comprehensive wealth management approach with a solution-based game plan.

At Harrison Wallace Financial Group, we’re committed to delivering on our word. That’s why you’ll benefit from the Harrison Wallace Financial Group team’s goal of delivering our mission, vision and core values to our clients daily. We are a wealth management firm based in Libertyville, Illinois serving affluent families, business owners, executives and institutions. Our team provides the highest level of service for our local and national clients in financial planning and investment management. Contact us today and let Harrison Wallace Financial Group help you on your True Wealth journey.

Investment Management

Disciplined investment strategies are the foundation of our investment management process. Our time-tested strategies are designed to meet a variety of investment goals and objectives.

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Carson Group Partners

Carson Group Partners is a network of growth-minded advisors with one common massive transformative purpose: to be the most trusted for financial advice.

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Our Location

Headquartered in Libertyville, Illinois, Harrison Wallace Financial Group provides the highest level of service for our local and national clients. Contact us today to speak with a wealth advisor or financial professional nearest you.

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Insights

Harrison Wallace’s team of professionals provide you with transparent and proactive communications to equip you with the knowledge you need. Read more

Blog
How Emotional Decisions Can Ruin Your Investment ...

More money is left behind than lost during market declines. When an investor reacts emotionally to declines, they often pull money out of the market, derailing their investment strategy and leaving them much less exposed to equity markets. Often, these moves are made very near the bottom of the market and the investor leaves behind a substantial portion of return. Read more

Market Commentary
Weekly Market Commentary June 18, 2018

Announcements by government officials led market news last week. The Fed announced another rate hike, a judge approved the AT&T-Time Warner merger, and the Trump administration announced sanctions against Chinese goods. The net impact on markets was minimal. The S&P 500 was basically unchanged. The global MSCI ACWI dropped 0.4%, and the Bloomberg BarCap Aggregate Bond Index rose 0.1%.

Read more

Video
How to achieve true work-life balance

How can financial advisers really balance their business and their lives? Faron Daugs of Harrison Wallace Financial Group says there’s no magic bullet to work-life balance, but explains how he has time for everything to InvestmentNews. Read more

Monthly Newsletter
June Monthly Newsletter: Top 5 Reasons Your Estate ...

As you plan for your own and your family’s financial future, you may be considering the creation of a trust. Many estate plans utilize what is called a revocable living trust. During your life, you generally serve as Trustee of your revocable living trust and can either retitle your assets in the name of the trust during your life or you can use a “pour-over will” to direct your Personal Representative or Executor to transfer any individually owned assets at your passing to your trust. Read more

Infographic
Divorce Planning

Divorce can be emotionally and financially stressful but with the proper planning, you can get through it with your finances and future intact. Here are some stats to consider when it comes to the financial impact of divorce. Read more

News
Financial Tips 2018: How to get ahead on ...

It’s 2018 and now’s the time to get your finances in order.

To help you and your family make all the right money moves next year, here’s a financial game plan that could help you grow your 401(k), avoid financial ruin and adjust to the new tax rules signed into law by President Trump. Read more

    Blog post
  • When Can You Retire?

    Not surprisingly, one of the most common goals financial planners help their clients with is analyzing cash flow in retirement so they can live their lives comfortably without worrying about outliving their money. Cash inflow in retirement can come from many sources (Social Security, retirement plans, savings, annuities, pensions) so it’s important to consider how much and when to expect cash inflows. Read more

    Weekly Market Commentary
  • When Can You Retire?

    Not surprisingly, one of the most common goals financial planners help their clients with is analyzing cash flow in retirement so they can live their lives comfortably without worrying about outliving their money. Cash inflow in retirement can come from many sources (Social Security, retirement plans, savings, annuities, pensions) so it’s important to consider how much and when to expect cash inflows. Read more