Company Overview
- Headquarters
- 1901 Butterfield Rd, Downers Grove IL
- Website
- nextphaseadvisorygroup.com
- Employees
- 8
- Industry
- Financial Services
Financials & Stats
Revenue
$10B
Who is Next Phase Advisory Group
Next Phase Advisory Group is a Private Client Group firm located in Downers Grove, Illinois. The company employs 8 people and generates over $10,000 in annual revenue. Next Phase Advisory Group provides financial planning services to high net-worth professionals and business owners. Their services include retirement planning, insurance solutions, intergenerational planning, and wealth management. The firm aims to align clients' life plans with their financial plans, offering a multi-phase approach to financial guidance. Next Phase Advisory Group distinguishes itself through its team of advisors who have received numerous awards and accolades, including Forbes 2022 Best in State Top Wealth Advisor for Kevin Olson and Northwestern Mutual's FORUM for Mike Polan. As a Private Client Group firm within Northwestern Mutual, they have access to resources tailored for high-wealth clients. For more information, visit nextphaseadvisorygroup.com.
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| Company Name | Revenue | Number of Employees | Location | Founded in |
|---|---|---|---|---|
| 10M | 7 | |||
| 10M | 5 | Vero Beach, FL | 2010 | |
| 10M | 6 | |||
| 10M | 13 | White River Junction, VT | 2011 | |
| 10M | 52 |