Our Process

Financial Advisor Chicago – Our investment management process is centered around our clients. We don’t get paid by mutual fund companies for using their funds. Any Chicago/Northbrook-based financial advisor at Deep Blue Financial will use investments with expenses roughly 1/3 that of most advised portfolios.* Read More

It isn’t enough to pick a diversified group of funds, stocks, or ETFs and let them sit. We are advocates of buying and holding, but not buying and forgetting. Investors need to have a process of evaluation. We reevaluate investments continuously and regularly update you on their performance. With ultra-low expenses, tax management, and solid financial planning, we will help you achieve your goals.