Overview

MAGIS Financial Partners

Information by Research TrustFinance

https://magisfp.com/

MAGIS Financial Partners is a Chicago-based wealth management firm that operates on a fee-only basis, acting as a fiduciary for its clients. The firm's mission is to help clients achieve a "work-optional" lifestyle through a disciplined and integrated approach to financial planning, investment management, and tax strategy. The name "MAGIS" is derived from the Latin word for "more" or "greater," reflecting their philosophy of striving for excellence and continuous improvement in serving their clients' financial lives. They specialize in creating personalized, long-term financial strategies for individuals and families.

Founded in
United States

United States


Industry

    Financial

  • Wealth ManagementPRIMARY
  • Other Service