David’s Approach
David J. Huber
CFP®
Managing Partner / Financial Advisor / Member Owner
Overview
David “Dave” Huber serves as a managing partner and financial advisor in our Lincolnshire, Illinois, office. Dave helps individuals and families navigate comprehensive financial planning, including wealth transfer, philanthropy, proactive income and estate tax strategies, retirement cash flow projections, retirement income optimization, insurance analysis, debt management, and education funding.
Dave brings more than 40 years of experience to his work in the financial services industry. He founded Huber Financial Advisors in 1988 and led the firm as chief executive officer until it joined Savant in 2020.
Since 2008, Dave has served on the board of directors of The Chicago Lighthouse, a longtime Chicago-based social service agency that supports the blind and visually impaired. In 2021, he and his wife, Nancy, were honored at the organization’s Seeing What’s Possible gala. The following year, the Chicago Lighthouse renamed its Glenview, Illinois, facility the Chicago Lighthouse Huber Vision Rehabilitation Center in honor of Dave and his family.
He earned a bachelor’s degree in business administration from St. Norbert College in De Pere, Wisconsin, and is a CERTIFIED FINANCIAL PLANNER® professional.
Outside of the office, Dave enjoys golf, frequent trips to Cabo San Lucas in Mexico, and time with his wife, their three adult children, and their grandchildren: Francesca, Samantha, Claire, Hannah, Brea, Emily, and Owen.
Areas of Focus
Comprehensive Wealth Management
Integrated guidance for your full financial life, bringing together investment, tax, estate, and retirement planning to support your goals.
Financial Planning
Our planning process helps you evaluate key areas of your financial life, uncover opportunities, and make decisions aligned with your goals.
Investment Management
Evidence-based investing designed to help you stay focused on long-term goals while navigating changing market conditions.
Estate Planning & Wealth Transfer
Thoughtful estate planning guidance to help organize your affairs, support your wishes, and prepare for future generations.
Trust Services
Comprehensive trust administration supported by integrated investment, tax, estate, charitable, and business succession planning services.
Education
- St. Norbert College
Bachelor of Arts in Business Administration
Professional Designations
- CERTIFIED FINANCIAL PLANNER® professional
Affiliations
- The Chicago Lighthouse – board member
Insights & Perspectives
Thought leadership on wealth management, tax strategy, and financial planning.
All Insights by David J. Huber
1 insight
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CFP®
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) 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.