Welcome to North Shore Investment Consulting. We are an independent, fee-only financial planning boutique located in Wilmette, Illinois, a suburb of Chicago Illinois. Our firm provides comprehensive financial planning and investment management for successful professionals, retirees, small business owners and their families.
Our mission is to act as an advocate in order to preserve, protect and grow your capital. We work diligently to understand each family's unique financial objectives so as to best structure a personally-tailored investment portfolio and holistic financial plan. We integrate all components of the financial planning process to maximize the probabilities that goals are attained and wealth increases over time.
Our firm is proud to have been selected by Dimensional Fund Advisors to make available that company's best-of-breed, low-cost mutual funds to our clients. DFA funds are neither available to the general public nor are accessible through brokerage firms. DFA was founded and is operated by leading financial economists, including Eugene Fama of The University of Chicago, a 2013 Nobel laureate in economics, as well as other Nobel Prize recipients.
Thank you for visiting our web site. We encourage you to please explore our other pages to learn more about the firm. North Shore Investment Consulting is excited to partner with you and start you on the path to financial freedom and peace of mind. Please contact us today to schedule a complimentary meeting (847-445-4100).
Please click here to view NSIC's Client Relationship Summary ("CRS").