Michelet Financial brings Fortune-500 financial discipline to Chicago families and business owners - investment advisory, wealth management, tax planning, and retirement strategy under one roof, with transparent flat fees.
Chicago business owners and dual-income households face heavy Illinois taxes and need year-round planning, not a once-a-year check-in.
Portfolio strategy aligned to your goals and risk - diversified, low-cost, reviewed regularly. Serving Chicago investors and Cook County.
Comprehensive planning for Chicago households and business owners: cash flow, estate coordination, and tax-efficient growth.
Year-round tax strategy - loss harvesting, entity structure, retirement contributions - coordinated with your investments.
401(k), IRA, and exit/valuation planning for Chicago professionals and owners preparing for the next chapter.
From the Loop to the suburbs, Chicago clients get integrated tax and investment strategy with flat-fee transparency.
Yes - we work with clients throughout Chicago and the surrounding Chicagoland, in person and virtually.
We put transparency first - clear, flat-fee pricing with no hidden commissions, so advice stays aligned with your interests.
Call (225) 396-5511 for a free consultation. We will review your situation and map a plan.
Call (225) 396-5511 today.
Michelet Financial serves clients nationwide — financial advisor & wealth management in:
Local Insight
Chicago's diversified economy spans finance and trading, manufacturing, healthcare, and a major corporate headquarters base across the Loop and suburbs. Dual-income professional households and business owners benefit most from integrated tax and investment strategy rather than once-a-year filing.
Illinois has a flat income tax plus some of the nation's highest property taxes, so year-round planning materially affects Chicago households. That is exactly why a one-size-fits-all approach falls short here. We combine investment management with year-round tax strategy under one roof — led directly by Brandt Michelet — so every decision for our Chicago, IL clients is made with its tax impact in view, not as an afterthought at filing time.
Whether you are an employee with equity compensation, a business owner planning an exit, or a household building toward retirement, we map a clear, fee-transparent plan and revisit it as your situation changes. Your first consultation is free.