With roots beginning in 1966, Friese Financial Advocates, Inc. has developed into a second generation full service Investment and Insurance management firm. We are professionals with a thorough understanding of personal, estate, and business financial planning. For added convenience we are located in Libertyville, IL, midway between Chicago, IL and Milwaukee, WI. We look forward to working with clients receptive to comprehensive financial planning and advice who want to consolidate and organize their investments and insurance, and are eager to help achieve financial independence through education and use of our advice.
As an independent financial planning firm, we represent our clients and their interests rather than any specific company. Our competitive advantage is the process…how we work for you…not just the products we can provide. While some financial institutions recommend investment products that are manufactured by parent or subsidiary business entities, we have no such ties. Our independence is vital to delivering objective and unbiased recommendations. At Friese Financial Advocates, Inc. we have made a commitment to professionalism in everything we do.
At Friese Financial Advocates, Inc. our mission is to meet people receptive to comprehensive financial planning and advice, who want to consolidate and organize their investments and insurance, and are eager to achieve financial independence through education and implementation of our advice.
We offer our clients comprehensive financial planning, and we strive to provide you with individualized service based on the following core values:
- To retain the confidence and trust of our clients through our commitment to honesty and integrity
- To consistently demonstrate our declaration to professionalism and excellence in everything we do
- To communicate a sincere, caring attitude toward every client
- To place our clients' financial well-being above our own
At Friese Financial Advocates, Inc. we consider it an honor and a privilege to help our clients make sound investment decisions that will help contribute to a secure future.