About Chicago Partners

Serving clients as trusted advisors since 2008

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Top 300 Registered Investment Advisors (RIA)
2014, 2015, 2016, 2017, 2018, 2019, & 2020

About Chicago Partners

Serving clients as trusted advisors since 2008

Image

Top 300 Registered Investment Advisors (RIA)
2014, 2015, 2016, 2017, 2018, 2019, & 2020

Our focus is on optimizing our clients' wealth.

When Jim Hagedorn and Anthony Halpin founded Chicago Partners, they began with a vision of serving as the go-to financial resource for clients.

We help our distinguished clients plan for each step on their road to long-term financial success - from investment questions to planning for next-generation wealth transfers and everything in-between. 

Our focus is on optimizing our clients' wealth.

When Jim Hagedorn and Anthony Halpin founded Chicago Partners, they began with a vision of serving as the go-to financial resource for clients.

We help our distinguished clients plan for each step on their road to long-term financial success - from investment questions to planning for next-generation wealth transfers and everything in-between. 


The Chicago Partners Story


In 2002, Managing Partner Jim Hagedorn was recruited by PricewaterhouseCoopers (PwC) to lead their wealth management program for the Midwest region. There, he and Partner Anthony Halpin worked together to create excellent portfolios for their executive teams, leveraging their knowledge of portfolio creation and strategic tax planning.

In 2007, PwC took steps to better meet the standards of Sarbanes-Oxley (requiring auditor independence from their investment management), leading them to exit the wealth management business. Jim and Anthony spoke with the PwC leadership team, arranging an amicable agreement where they would spin-off from inside PwC.

In 2008, Chicago Partners Wealth Advisors was born. Jim and Anthony, using their knowledge and experience in creating excellent tax-efficient portfolios, started Chicago Partners Wealth Advisors with the mission of serving their clients with distinction. Starting with 100 clients and $300 million dollars under management, the founders entered the wealth management space as a Registered Investment Advisor (RIA).

Now, Chicago Partners has grown to manage over $1.8 billion dollars for over 600 clients and has been recognized as a Top 300 Registered Investment Advisor (RIA) by the Financial Times in 2014, 2015, 2016, 2017, and 2018. Chicago Partners still follows its original mission of serving clients with distinction, adding tax preparation and complete financial planning to create a one-stop wealth management solution for their distinguished clients.


The Chicago Partners Story


In 2002, Managing Partner Jim Hagedorn was recruited by PricewaterhouseCoopers (PwC) to lead their wealth management program for the Midwest region. There, he and Partner Anthony Halpin worked together to create excellent portfolios for their executive teams, leveraging their knowledge of portfolio creation and strategic tax planning.

In 2007, PwC took steps to better meet the standards of Sarbanes-Oxley (requiring auditor independence from their investment management), leading them to exit the wealth management business. Jim and Anthony spoke with the PwC leadership team, arranging an amicable agreement where they would spin-off from inside PwC.

In 2008, Chicago Partners Wealth Advisors was born. Jim and Anthony, using their knowledge and experience in creating excellent tax-efficient portfolios, started Chicago Partners Wealth Advisors with the mission of serving their clients with distinction. Starting with 100 clients and $300 million dollars under management, the founders entered the wealth management space as a Registered Investment Advisor (RIA).

Now, Chicago Partners has grown to manage over $2.5 billion dollars for over 1,000 clients and has been recognized as a Top 300 Registered Investment Advisor (RIA) by the Financial Times in 2014, 2015, 2016, 2017, 2018, and 2019. Chicago Partners still follows its original mission of serving clients with distinction, adding tax preparation and complete financial planning to create a one-stop wealth management solution for their distinguished clients.



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2014, 2015, 2016, 2017, 2018, 2019, & 2020


An Experienced Team of Advisors


Our team is comprised of highly qualified and experienced individuals. The team covers a wide range of expertise in order to successfully optimize each aspect of your wealth.

The team is comprised of:

  • Chartered Financial Analyst (CFA) Certified Advisors
  • Certified Financial Planner (CFP&reg) Certified Advisors
  • Chartered Alternative Investment Analyst (CAIA) Certified Advisors
  • Licensed Attorneys (J.D.)
  • Certified Public Accountants (CPA)

To learn more about each member of the team, you can use the button below.

Meet the Team

The Chicago Partners Team


The Chicago Partners' team is comprised of highly qualified and experienced individuals. The team covers a wide range of expertise in order to successfully optimize each aspect of your wealth.

The team is comprised of:

  • 6 Chartered Financial Analyst (CFA) Certified Advisors
  • 3 Certified Financial Planner (CFP) Certified Advisors
  • 1 Chartered Alternative Investment Analyst (CAIA) Certified Advisors
  • 3 Licensed Attorneys (J.D.)
  • 3 Certified Public Accountant (CPA)

To learn more about each member of the team, you can use the button below.

Meet the Team


The Portfolio X-Ray


The first step of our 5-Step Process is Investment Consulting, where your portfolio is analyzed for diversification, expense ratio, and asset allocation.

Chicago Partners provides a complementary Portfolio X-Ray and proposed portfolio to those interested.

One important note: some portfolios are already fully optimized, and a Portfolio X-Ray may not reveal an opportunity for Chicago Partners to further optimize the portfolio. If that's the case, you'll hear this from us directly.

Contact us to receive a ShareFile link for secure file uploading and to set a time to discuss the results.

Contact Us

The Portfolio X-Ray


The first step of our 5-Step Process is Investment Consulting, where your portfolio is analyzed for diversification, expense ratio, and asset allocation.

Chicago Partners provides a complementary Portfolio X-Ray and proposed portfolio to those interested.

One important note: some portfolios are already fully optimized, and a Portfolio X-Ray may not reveal an opportunity for Chicago Partners to further optimize the portfolio. If that's the case, you'll hear this from us directly.

Contact us to receive a ShareFile link for secure file uploading and to set a time to discuss the results.

Contact Us