1578 Sherman Ave, #1 Evanston, IL 60201

Doug Close is a financial advisor in Savant’s Evanston, Illinois, office. As a CERTIFIED FINANCIAL PLANNER® professional and Certified Public Accountant (CPA), Doug is knowledgeable in all areas of financial planning, including wealth transfer and philanthropy, proactive income and estate tax planning, retirement cash flow projections, retirement income optimization, insurance needs analyses, debt management, and education funding.

Involved in the financial services industry since 1991, he was the founder and a principal of Gryphon Advisors until it joined with Savant in 2025. Prior to forming Gryphon, he was president of Takaki Close and Associates, Ltd. He has held various positions throughout the financial planning sector, focusing on a comprehensive, fee-only service structure.

Doug earned a bachelor’s degree in business administration from Loyola University Chicago. Outside of the office, Doug can be found cycling or coaching young athletes in the sport. He is especially proud that he has coached several national champions over the last 30 years. Doug and his wife Karen have three daughters and live in Lake Forest, Illinois.

Education &
Designations

Loyola University Chicago
Bachelor of Business Administration
Certified Public Accountant (CPA)
CERTIFIED FINANCIAL PLANNER® professional

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP® in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.

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