Client Login 401(K) Login

475 Half Day Road
Suite 210
Lincolnshire, IL 60069

847.541.6888

The most satisfying part of my career is the relationships I have built with my clients. Sharing their concerns and looking for ways to help them pursue their goals is very rewarding. I try to treat every client like I would treat a member of my family.

Robert J. Witt ,
CFP®, RICP®

Financial Advisor
Member Owner

Bob has been involved in the financial advisory industry since 1997. He earned a bachelor of science degree from the University of Wisconsin-Stevens Point and specializes in working with people transitioning into retirement.

Bob and his wife Michelle have twin daughters Ellie and Megan who attend the University of Wisconsin-Madison and a younger set of twins, Ian and Taya, in high school. In addition to being active in sports, Bob’s family cherishes traveling, camping, and spending time with family and friends in northern Wisconsin.

The most satisfying part of my career is the relationships I have built with my clients. Sharing their concerns and looking for ways to help them pursue their goals is very rewarding. I try to treat every client like I would treat a member of my family.

Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S., which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.