TEAM

Meet your financial specialists.

Andrew Denenberg, CFP®

Principal & Wealth Advisor

Andrew is driven to create and manage customized investment plans by carefully and continually working to understand each client’s ever-changing needs.

As a CERTIFIED FINANCIAL PLANNER™ certificant, Andrew is well-versed in providing clients continual oversight of their financial picture. Because the firm practices a highly customized approach to advising each individual client, Andrew offers great flexibility in adapting to each client’s unique situation and presenting suitable opportunities. By engaging in frequent and proactive communication, Andrew aims for his clients to achieve an understanding and feeling of comfort with his recommendations.

Most of Andrew’s clients have already amassed significant wealth and are looking to prudently grow their portfolio within the framework of a sound financial plan. He also works with high earners whose peak earning years might still be ahead of them, but who are committed to establishing good financial habits with an experienced team of advisors.

Andrew enjoys spending time with his wife and two young children, playing golf, reading non-fiction, and supporting his favorite Chicago teams.

Education

BA in History, Yale University

Professional Designations

CERTIFIED FINANCIAL PLANNER™

Office Location

Deerfield, IL

Related

How We Manage Our Money
How I Manage My Money – Andrew Denenberg
To build upon the great articles written by my colleagues over the past several months, I am pleased to share a little about how I manage my own money. As we do with our clients, for starters, it is worth discussing some of the goals that drive my investment decisions. While I don’t believe one needs a specific set of goals to justify saving and investing, saving and investing for their own sake is always a good idea. But there are a few general objectives that I like to keep front and center.
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Current Events
How to Help the Highland Park Community
I grew up in Highland Park and chose to move back 3 years ago to raise my family.  Several of our team members and literally hundreds of our clients and their families share a similar story, as either current or former residents (or both).  Unfortunately, on July 4th, our town became the latest victim of an epidemic that our country cannot seem to rid itself of.  I am profoundly sad, and extremely angry that we all face the possibility of being a victim of gun violence as part of our daily lives.
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Financial Planning
How We Serve: Business Owners
Many of our clients are business owners, and while they each bring their own unique set of circumstances to the table, we often find they have something in common –...
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