Business Planning Group

Founded in 1989, Business Planning Group, Inc. (BPG) is an independent, fee-only wealth management firm based in the Chicago metropolitan area. The company is registered as an Investment Adviser with the U.S. Securities and Exchange Commission (SEC). BPG's mission is to provide objective, comprehensive financial planning and investment management services, acting as a fiduciary for its clients. They focus on creating customized strategies for wealth accumulation, preservation, and transfer, tailored to the unique goals of affluent individuals and families.