Berliant & Associates

Founded in 1993 by Bruce R. Berliant, Berliant & Associates is a fee-only Registered Investment Adviser based in Itasca, Illinois. The firm is dedicated to providing clients with sound investment counseling and comprehensive financial planning, operating under a fiduciary standard to act in their clients' best interests. They focus on creating personalized financial strategies, managing investment portfolios, and helping clients achieve their long-term financial goals without the conflicts of interest associated with commission-based products.