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.
Living and working in Chicago presents a unique set of financial planning challenges that require a nuanced, local understanding. From the volatility of the real estate market in neighborhoods like Lincoln Park and Wicker Park to the complex tax implications of Illinois's flat income tax and high property taxes in Cook County, residents face pressures that generic national advice often misses. Whether you're a tech professional navigating equity compensation in the growing Fulton Market corridor, a small business owner dealing with the city's specific regulatory environment, or a retiree concerned about the long-term health of the state's pension systems, your financial strategy must account for these local dynamics. The cost of living, combined with the need to balance aggressive savings against the high price of urban life, demands a plan that is both sophisticated and deeply personalized.
At Michelet Financial (Big Ass Tax Returns), we have reimagined how Chicagoans access that level of expertise. Our virtual and remote advisory model removes the friction of commuting through traffic or finding parking in the Loop, allowing you to connect with your dedicated advisor from the comfort of your home in Hyde Park, your office in the West Loop, or even your vacation home in Michigan. This isn't just about convenience; it's about effectiveness. By leveraging secure video conferencing, encrypted document sharing, and real-time financial dashboards, we provide a more frequent, transparent, and collaborative experience than traditional in-person meetings. You get immediate access to your financial data and your advisor, enabling quicker decisions and a more agile response to market changes or life events, all without the overhead costs that often get passed on to clients in a brick-and-mortar setting.
Our services are specifically tailored to meet the needs of Chicago residents. Our tax strategy goes beyond simple preparation; we proactively structure your finances to minimize your Illinois state tax burden and maximize deductions related to your home, business, or investments. For wealth management, we build diversified portfolios that account for the unique risk profiles of professionals in Chicago's dominant industries—from finance and law to healthcare and manufacturing. And for retirement planning, we create comprehensive roadmaps that factor in everything from the Illinois Secure Choice Savings Program to the optimal timing for Social Security, ensuring your nest egg sustains the vibrant, active lifestyle you envision in the Windy City. As a fee-transparent firm, you will always know exactly what you are paying for, with no hidden commissions or surprise charges.
Your financial future deserves a plan built for Chicago's realities, not a one-size-fits-all template. Take the first step toward clarity and control. Call Michelet Financial (Big Ass Tax Returns) today at (225) 396-5511 to schedule your no-obligation consultation and discover how our virtual advisory can deliver big results for your bottom line.