Gottlieb Advisory Group, LLC
(847) 480-1700
lgottlieb@osaicwealth.com
Who We Are
Gottlieb Advisory Group,LLC is an independent financial planning and wealth management firm located in Deerfield, Illinois. What initially began in 1998 as a means of providing down to earth financial planning and asset management to the middle market has blossomed into a boutique wealth management firm whose purpose is to provide trusted, transparent and unbiased financial guidance to those preparing for or currently enjoying their retirement years.
What We Do
- Comprehensive Financial Planning *
- Independent / Unbiased Fee-Based Asset Management *
- Risk Management
- Defined Contribution Plan Management
- Section 529 College Savings Plan Management *
- Long-Term Care Planning
- Tax Planning Guidance and Client Tax Advisor Assistance
- Estate Planning Guidance and Estate Planning Attorney Assistance
Our Commitment
Our clients are hard-working individuals and families who desire an ongoing, consultative relationship that doesn't involve a time clock. Our clients demand honest answers, personal service and attention to detail. They want to be treated with dignity and respect, regardless of the size of their portfolio. Our staff provides each client with unwavering integrity, diligence and ethics that have seemingly been forgotten in today's informal, digital age.
Our Mission Statement
Gottlieb Advisory Group, LLC will always strive to provide the highest level of financial planning guidance and personal service our clients' trust deserves, period.