Updated:
Northbrook Financial Group
Northbrook Financial is a fee-only financial planning firm that provides financial advice, investment management, and tax services to individuals and families.
Overview
Northbrook Financial is a fee-only financial planning firm that provides financial advice, investment management, and tax services to individuals and families. They combine these traditionally separate services to help clients accomplish their goals and simplify their financial lives. They are fee-only fiduciaries and receive no commissions or referral fees, with no account minimum and a flexible subscription model fee structure.
General information
Firm type
RIA
Location
Region
North America
Country
United States
City
Auburn
Corporate office
Northbrook, IL, United States
Principals
Elliot Pepper
CPA, CFP®, MST — Financial Planner & Director of Tax
Mike Delaney
CFP®, ChFC® — Financial Planner & Director of Investments
Gabriel Delrahim
CPA, MST — Tax Director
Kelly McCormick — Director of Client Experience
Thomas Grunbeck
CFP® — Associate Financial Planner
Dave Rohlfing — Senior Tax Accountant
Nimra Khan — Tax Manager
Siamak Raminpour — Tax Associate
Sector focus
Frequently asked questions
What is Northbrook Financial Group's known investment strategy?
The office's specific asset allocation is not publicly disclosed. Single-family offices in Chicago's North Shore suburbs — where Northbrook is located — commonly invest across public equities, fixed income, private equity fund commitments, and direct commercial real estate, but no specific portfolio holdings or strategy documents have been linked to this entity.
What is the origin of the wealth managed by Northbrook Financial Group?
The source of capital has not been publicly disclosed. Northbrook, Illinois sits within a corridor that historically concentrated wealth from manufacturing, food processing, private-label goods, and commercial real estate development — but no reporting definitively links any specific industry fortune to this office.
Profile maintained by Altss. Updated: . To correct this record or make a privacy request, send the page URL and your evidence to privacy@altss.com; corrections are free.
Research Northbrook Financial Group in Altss
Explore available research and relationship coverage for this adviser in Altss.