GCD Advisors

GCD Advisors is a Financial Planner in Vernon Hills, IL, located at 544 Lakeview Pkwy Suite 100. The firm provides income tax planning and preparation services to professionals and their families, pre-retirees, retirees, heirs, business owners, and related trusts. It also offers wealth management referrals to investment advisors. The practice is led by seasoned licensed CPA advisors who focus on building deeper relationships with clients to understand their entire financial picture. The firm serves clients across many states, with office addresses in Fort Myers, FL, and Palatine, IL, in addition to the Vernon Hills location.

The team includes Neil Cohen, CPA, PFS, RFC, and Greg Diamond, CPA, PFS, RFC, both serving as Senior Partners. Neil Cohen has been actively involved in the financial services industry since 2005 and has practiced as a Certified Public Accountant since 1985. He specializes in helping clients navigate traumatic life events such as divorce and the death of a spouse, working with attorneys to structure tax-efficient outcomes. He holds a Series 65 investment license, is licensed to sell life insurance, and is a member of the American Institute of Certified Public Accountants and the Illinois CPA Society. Greg Diamond has owned, operated, and sold multiple businesses and is the primary author of the GCD Financial Life Planner, a planning tool that forms the foundation of the firm's planning process. He works with individuals, families, and small businesses on wealth management, financial modeling, tax integration, retirement plans, and risk management strategies.

The office sits on Lakeview Parkway, about a mile from Townline Road and Milwaukee Avenue. It is located near the Everleigh of Vernon Hills neighborhood, roughly a quarter mile away. Northwestern Medicine is about half a mile from the office, and Hawthorn Mall is also within half a mile.

GCD Advisors combines tax expertise with wealth management to provide a comprehensive range of solutions. The firm's approach emphasizes concierge responsiveness, aiming to give clients clear, thorough, and actionable answers in a timely manner. This blend of professional credentials and personalized service supports clients in achieving their financial goals.