Founded in 2010, The Normandy Group, LLC is a registered investment adviser based in Lake Forest, Illinois. The firm operates as a fiduciary, providing independent and objective financial guidance. Their core services include discretionary investment management and comprehensive financial planning, which covers areas such as retirement planning, estate planning, insurance review, and education funding. They emphasize a disciplined, long-term investment philosophy tailored to each client's specific financial goals and risk tolerance.

Founded in

United States