Gaughan Wealth Management is a privately-owned financial planning and investment management firm located on Chicago’s northwest side. We provide trusted, independent financial guidance to individuals, families, and businesses in the Chicagoland area.
Through our partnership with Commonwealth Financial Network®, the Research and Advanced Planning teams help us create tax-efficient, low-cost investment strategies and comprehensive financial plans. To assist our clients, we partner with a wide array of financial professionals: CERTIFIED FINANCIAL PLANNERSTM professionals, Certified Public Accountants (CPAs), Chartered Financial Analyst® charterholders, actuaries, attorneys, and insurance specialists.
Selecting a trusted financial advisor is an important decision. We understand this is a significant decision for you and your family. Most people think all advisors are “certified” and act in your best interest, but this is not always true. Only those advisors who have fulfilled the requirements of the CERTIFIED FINANCIAL PLANNERTM Board of Standards can display the CFP® certification marks, which represent the highest standard of competency, ethics, and professionalism in the industry. As CFP® professionals, we embrace the highest standard, the Fiduciary Standard—acting in the best interest of our clients.
Click below to learn more about Why Working With a CFP Professional Matters to You
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The CERTIFIED FINANCIAL PLANNERTM (CFP®) certification represents the highest level of competency, ethics, and professionalism in the industry. Read more to learn why working with a CFP® professional matters to you.