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WealthPlanners, LLC

EST. AUM
$800,000,000

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Firm Details

Metro area Chicago
CRD Number
Website wealthplanners.com
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Overview

WealthPlanners, LLC is an Illinois-based wealth planning and benefits consulting firm that functions as a specialized unit within the Cambridge Investment Research ecosystem. Operating under the Cambridge WealthPlanners brand, the firm provides high-touch financial advisory services to private individuals and corporate entities. Following its acquisition in a strategic succession deal, the firm serves as a cornerstone of Cambridge’s advisor continuity platform, bridging the gap between independent practice agility and institutional-scale resources. The firm specializes in navigating complex wealth transitions and corporate benefits optimization for a diverse client base.

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Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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