www.chrismcneil.mba

A Trusted Advisor for Chicago Families

Whether you are an older investor needing aid managing investments, a middle-aged investor preparing assets for retirement, or a younger investor wishing to understand the basic concepts of investing, I will be your trusted advisor who will place your financial needs above my own.

My clientele consists of nearly 100 families, centered around Chicago, Dallas, and OKC. Through travel and close personal contact, I meet with each client to establish that intimate relationship which an investor should share with his or her advisor. We discuss the client's personal situation, gather data that will help in solving challenges the client may face, and craft a personalized plan to move the client toward an end-goal.

Serving Chicago and the Suburbs

When I am in Chicago, I visit clients in the city itself, (The Loop, Bucktown, Ravenswood, Roscoe Village, and Wrigleyville), and in every geographic part of the suburbs: as far north as Northbrook and Skokie, as far west as Geneva, Naperville, and Oswego, and south to New Lenox and Frankfort. I visit clients in the Chicago area every month.

I meet clients at their homes or at restaurants over coffee or lunch, at their leisure.

How I Work With Chicago Clients

In-person meetings across the Chicago suburbs, with phone and video between visits.
Investment portfolio construction and ongoing review aligned to your goals and time horizon.
Retirement, tax-aware, estate, and insurance planning conversations coordinated with your other professional advisors.
Multi-generational counsel when families entrust me to advise children and grandchildren as well.

Community Involvement

Downers Grove Chamber of Commerce

Lisle Chamber of Commerce

Chris and his kids are proud supporters of the Morton Arboretum and the Chicago Art Institute.

Credentials at a Glance

Bradley University, Foster College of Business, Bachelor of Science, Economics
Oklahoma Christian University, Master of Business Administration, MBA
FINRA: Series 7, Series 24, Series 63, 65
Northwestern University of Chicago, Certificate in Certified Financial Planner Program (June 2025 to June 2026)
DePaul University of Chicago, Certificate Program in Financial Planning (July 2002 to July 2003)

Begin a Conversation

It would be my privilege to learn about you and your family, and to discuss whether a lasting advisory relationship is the right next step.

Request an Introduction

Contact Information

Connect on LinkedIn

Preferred Phone (Chicago): (630) 297-2139

E-mail: chris@chrismcneil.mba

Office: 30 E. Campbell St., Suite 200, Edmond, OK 73034

Serving: Chicago (The Loop, Bucktown, Ravenswood, Roscoe Village, Wrigleyville) and suburbs from Northbrook and Skokie, west to Geneva, Naperville, and Oswego, south to New Lenox and Frankfort. Also serving Dallas and OKC.

Resources

Osaic Research

Tools and Calculators

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