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Nadler Financial Group
Nadler Financial Group was founded in 1997 by Michael Nadler, a CPA and CFP who previously directed financial services at a regional investment firm.
Nadler Financial Group
Nadler Financial Group was founded in 1997 by Michael Nadler, a CPA and CFP who previously directed financial services at a regional investment firm. The firm is headquartered in Deerfield, Illinois, and serves a local and regional client base of individuals, high-net-worth families, and small to mid-sized businesses. Asset-class work spans managed equity and fixed-income portfolios, tax-advantaged municipal bonds, and alternatives access where suitable for qualified clients. The firm does not disclose a specific AUM, but its advisory footprint is split between personal wealth management and institutional-style retirement plan services. For its 401(k) clients, Nadler Financial Group acts as an investment fiduciary, providing plan design, employee education, and ongoing portfolio monitoring. The practice is built on a financial planning chassis — estate planning, charitable giving strategies, and concentrated stock position management are core to the client engagement. Rebecca Raff, a shareholder and Director of Financial Planning, joined the firm in 2011 and has since led internal operations alongside the firm's Management Team. The advisory bench includes multiple CFPs and CPAs who joined from firms such as Guggenheim Partners and Ernst & Young. In 2025, Nancy Fehrenbach, a Wharton graduate and CFA charterholder, joined as a Wealth Manager, bringing experience from pension and insurance company portfolio management. The firm operates from a single office in suburban Chicago. Nadler Financial Group's structure blends a standard RIA with an outsourced benefits department — it designs and monitors 401(k) plans while also managing the personal wealth of company owners and executives. This dual-client architecture, pairing personal planning with employer-sponsored retirement programs, aligns interests in a way that single-focus wealth managers rarely replicate.
General information
Firm type
Bank / Wealth / Trust
Year founded
1997
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Deerfield
Corporate office
750 Estate Drive, Suite 110, Deerfield, IL, 60015, United States
Principals
Michael Nadler
Founder and President
Rebecca Raff
Shareholder and Director of Financial Planning
Sector focus
Frequently asked questions
Who runs investment decisions at Nadler Financial Group?
Michael Nadler, the firm's founder and President, heads the investment advisory committee. He holds CPA, CFP, and PFS designations. Day-to-day portfolio construction and planning recommendations draw on a team of CFPs and CPAs, including shareholder Rebecca Raff, who serves as Director of Financial Planning.
Does Nadler Financial Group act as a fiduciary for its 401(k) clients?
Yes. The firm functions as an investment fiduciary for the employer-sponsored retirement plans it advises, providing plan design, participant education, and ongoing investment monitoring. This is paired with personal wealth management for the business owners and executives of those same companies.
How does the firm source its clients?
Client acquisition appears organic and referral-driven, rooted in long-standing professional networks in the Chicago area. Michael Nadler began his career at Price Waterhouse, and multiple team members joined from regional CPA and financial services firms. There is no indication of a dedicated institutional sales or business development team.
What tax planning expertise does Nadler Financial Group have?
Founder Michael Nadler is a CPA and PFS credential holder who started as a tax accountant. The firm also added Alan Chambers, a CPA who spent 13 years at Guggenheim Partners and Ernst & Young specializing in tax compliance for financial institutions, and Sherene Meier, a CPA with deep experience in multistate tax matters for high-net-worth clients.
What is the ownership structure of Nadler Financial Group?
The firm is privately held. Michael Nadler founded it and remains President. Rebecca Raff became a shareholder in 2021. No additional ownership or external capital partners are disclosed.
Does the firm manage alternative investments?
The firm discloses no proprietary fund structures. Its primary model is fee-based financial planning and discretionary portfolio management. Any alternative investment access would likely be on a best-efforts basis for qualified clients, consistent with the practice of a planning-centric RIA.
What is Nadler Financial Group's geographic footprint?
The firm operates from a single office in Deerfield, Illinois, a northern suburb of Chicago. Its public materials do not reference additional offices or advisors operating remotely in other states.
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