JMG Financial Group, Ltd. is a financial planning firm in Downers Grove, Illinois. It is an independent, fee-only wealth management firm serving clients from coast to coast, with a focus on high net worth individuals and families. Its services include wealth management, investment management, and tax planning. The firm has served clients since 1984 and works with clients in more than 35 states. It holds a rating of 3.00.
JMG is employee-owned, and its fee-only approach is structured so that decisions are made based on each client's financial objectives. The firm builds long-term client relationships and emphasizes continuity, with advisors who spend the better part of their careers at JMG. Its team of more than 90 professionals brings together expertise, experience, and success, and the firm maintains a credentialed team of advisors and administrative staff. Clients are offered 24/7 direct advisor access. The firm describes its work as helping clients raise successful families, build businesses, prepare for retirement, and share their legacies, with customized strategies for growing, managing, and sustaining wealth.
JMG's headquarters is at 2001 Butterfield Road, Suite 1400, Downers Grove, IL 60515. The firm also maintains offices in Sarasota, Florida; Edina, Minnesota; Pewaukee, Wisconsin; and Milwaukee, Wisconsin.
JMG has provided wealth management services since 1984, giving it more than four decades of experience in financial planning. Its fee-only structure and employee ownership shape how it serves clients, and its advisors work with individuals and families across the country from its Downers Grove headquarters.
Browse: Businesses in Downers Grove, IL · Financial Planning Firm in Illinois · Businesses in Illinois
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