NEXT PHASE ADVISORY GROUP

Next Phase Advisory Group is an office of Northwestern Mutual based in Downers Grove, IL. We help our clients enjoy life by creating a custom plan that leads to financial security and establishes a legacy of significance... Next Phase Advisory Group works as your trusted guides, clarifying your goals and helping you navigate life's transitions. As Financial planners for high-net-worth professionals and business owners, we provide big-picture thinking that goes well beyond the investment portfolio... We are pleased to announce that RM Financial Group, an award-winning Chicagoland based Northwestern Mutual firm, along with Northwestern Mutual Wealth Management Advisor Stan Sroka, have joined Next Phase Advisory Group effective 1/1/2025. This merger represents a pivotal moment in our journey and underscores our commitment to providing you with unparalleled financial planning services.

Primary location: Downers Grove United States