Our Company

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 services. 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 services 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.

Our Commitment

As an independent financial services 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.

Our Mission

At Friese Financial Advocates, Inc. our mission is to meet people receptive to comprehensive financial services and advice, who want to consolidate and organize their investments and insurance, and are eager to plan for their financial independence through education and guidance from our team.

We offer our clients comprehensive financial services, 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.