Meet Our Team

Elias Friedman, CFP^®

Founder & Senior Wealth Advisor

With over 30 years of experience in the financial services industry, Elias achieved a distinguished career by providing exceptional personal service and putting his clients’ interests first. Providing advice since 1991, Elias manages assets for individuals, trusts, retirement plans, charitable organizations and businesses. Through a long-term investment approach, Elias helps clients develop and implement strategies for building wealth and pursuing their goals.

Before joining a predecessor firm of Wells Fargo Advisors, in 2000, Elias served as Vice President for Sun Life Financial. Elias received his CERTIFIED FINANCIAL PLANNER® certification in 2010. In addition to the Series 65 registration, Elias holds life, health and annuity insurance licenses. His mission is to provide objective and timely financial advice and guidance – with the highest level of professional service – in building and preserving wealth for his clients.

A Chicago native, Elias earned a Bachelor of Arts degree in Economics from University of Wisconsin – Madison and completed his CFP® coursework at DePaul University. Outside of the office, Elias enjoys boating, cooking, and spending time with his wife Shelly, daughters Emma and Julia and a dog named Dotty. Elias and his family are actively involved with civic and community organizations in the community.