We are an independent, Chicago-based advisory firm led by a team of highly credentialed advisors with decades of experience protecting the best interests of successful individuals and families.

We serve as trusted advisors and “architects of wealth” who see the big picture, understand the finest details and nuances of financial life, and design complete and customized plans to empower you to protect wealth, solve complex and evolving challenges, and gain the peace of mind you need to enjoy life.

Our Brand

Our name was inspired, in part, by the architectural vision, mastery and influence of Daniel Burnham, the famous American architect and father of the skyscraper who made a lasting impact in Chicago and across the country.

“Burnham” represents our commitment to helping clients think big, plan smartly and achieve their goals. “Harbor” is a tribute to the harbors of Chicago and symbolizes our focus on helping clients navigate a changing marketplace and achieve financial confidence and peace of mind.

“Make big plans, aim high in hope and work, remembering that a noble, logical diagram once recorded will never die, but long after we are gone will be a living thing, asserting itself with ever growing insistency.”
Daniel Hudson Burnham, FAIA American architect, visionary & influencer - 1846-1912

Foundation for Success

As an independent firm, we provide essential benefits to enhance all aspects of your financial life.

  • Fiduciary Duty to Protect Your Best Interests
  • Freedom & Creativity to Achieve More Together
  • Objective Advice & Highly Personal Service
  • Advanced Technology for a Better Client Experience
  • Optionality with Access to Open Architecture Solutions
  • Transparent Reporting & Communication

What Can We Build Together?

Let’s Discuss