Taxes

• Tax Planning
  Alan joined Nadler Financial Group in 2021. Prior to joining the firm Alan spent the previous 13 years at Guggenheim Partners and Ernst and Young, as a Certified Public Accountant (CPA) specializing in tax planning and compliance for financial… READ MORE
• Tax Services
  Cindy joined Nadler Financial Group in 2021 after 20 years in public accounting. Her most recent position was as a Senior Manager specializing in accounting and tax services for high-net worth individuals, private businesses, and their owners.  Cindy is… READ MORE
• Income Tax
  We strive to help make our clients feel comfortable that their investments and their portfolio allocations are being carefully managed by our firm on an ongoing basis. Our Investment Committee, led by our CIO, Michael Nadler, and comprised of the firm’s wealth managers, analyzes the economy and financial markets and develops and implements investment allocation strategies customized to each investor’s needs. As both financial planners and wealth managers, Nadler Financial Group brings extensive experience in estate, insurance, income tax investment, and retirement planning to each client’s specific financial situation.

Investment

• Investment Management
  Prior to joining the firm in 2015, Dan was a research analyst for a Chicago-based investment management company. He is a Chartered Financial Analyst (CFA) with over 20 years in investment management. Dan earned a bachelor’s degree… READ MORE
• Mutual Funds
  As an SEC-registered investment advisor, we have a relationship with Charles Schwab Advisory Services that allows us to offer discount brokerage services, state-of-the-art technology, and a large selection of no-load mutual funds, institutionally-priced mutual funds, and exchange traded funds (ETFs). Our clients receive monthly statements directly from Charles Schwab, and we report on the financial markets and investment performance on a quarterly basis.
• Wealth Management
  Nadler Financial Group provides investment advisory and wealth management services to high net worth individuals and corporate sponsored retirement plans. Independent and fee-based, we are free to design portfolios and choose investments that are in the best interests of our clients. Our mission is the same as yours: to grow the value of your portfolio while managing risks over the long-term.

Accounting

• Accounting Services

Planning

• Financial Planning
  Unlike some firms that offer financial planning driven by the sale of financial products, Nadler Financial Group offers independent, objective financial planning advice. Depending on our client’s needs, their customized financial plan may include...
• Retirement Planning
  Rebecca joined Nadler Financial Group, Inc. in 2011 and became a shareholder in 2021.  She is a two-time Five Star Wealth Manager award winner and is passionate about helping clients achieve their financial goals.  Two areas of significant interest for Rebecca include charitable planning and retirement planning for small business owners. She also helps advise many of the firm’s 401(k) plan clients and enjoys providing investment and 401(k) plan education to plan participants. Additionally, Rebecca dedicates much of her time to internal firm operations as a member of the firm’s Management Team and the Director of Financial Planning.