Providing Financial Guidance Since 1990
Next Phase Advisory Group works as your trusted guides, clarifying your goals and helping you navigate life’s transitions. As Financial planners for high-net-worth professionals and business owners, we provide big-picture thinking that goes well beyond the investment portfolio.
Our holistic approach aligns your life plan with your financial plan, putting together the most strategic balance of retirement planning, insurance solutions, intergenerational planning, wealth management and more. We only have one goal in mind—your best life. We not only help you define what that is, but also plot a decisive course to get you there. To achieve that, we build a close relationship with every client.
As a Private Client Group firm within Northwestern Mutual, we have access to all the resources befitting high-wealth clients. When working with our team, your journey only gets better. Imagine a life plan without financial worries. That is our goal, living your best life.
Our Mission
Is to provide continuous guidance to clients through every phase of their financial journey. By fostering enduring relationships, we align our clients’ wealth with their values, securing their financial future.
We’re Growing
We are pleased to announce that RM Financial Group, an award-winning Chicagoland based Northwestern Mutual firm, along with Northwestern Mutual Wealth Management Advisor Stan Sroka, have joined Next Phase Advisory Group effective 1/1/2025. This merger represents a pivotal moment in our journey and underscores our commitment to providing you with unparalleled financial planning services.
What are the benefits for you?
- Enhanced Resources and Expertise
Combining the strengths of each practice means access to a more extensive network of financial experts and staff. This consolidation will allow us to leverage a wider array of investment opportunities for your portfolio and handle workflow items in a more timely and efficient manner. - Personalized Client Experience
Your satisfaction remains our top priority. The merger will provide us with additional resources to offer a more personalized and responsive client experience. The combined firm will continue to prioritize client relationships, trust, and long-term financial success.
What to expect next?
Over the coming months, we will be working diligently to integrate the operations of our firms. Our team will keep you informed of any developments and work diligently to ensure a smooth transition. We’re looking forward to meeting with you throughout 2025 to discuss in greater detail and answer any questions you may have.
Thank you for your continued trust and partnership.
Forbes Best-In-State Wealth Management Teams list (January 2023,2024,2025), research and ranking provided by Research and ranking provided by SHOOK Research. Based upon data as of 3March 31st of the preceding year. Northwestern Mutual (NM) and its advisors do not pay for placement on 3rd party rating lists, but do pay marketing fees to these organizations to promote the rating(s). Rankings and recognitions are no guarantee of future investment success.