Make confident decisions with your money and career.
Finmark Capital gives individuals and families personal guidance, a written plan, and a consultant who stays with you as life changes.
Book a free intro call Explore servicesHow we can help
Three ways to work with us, each starting with a conversation about what you want.
Wealth consulting
Investment planning, retirement readiness and a clear picture of where your money stands and where it can go.
Learn moreManagement consulting
Leadership, career and business strategy for professionals and founders.
Learn moreLife-goal planning
Buying a home, growing a family, changing careers. One plan for the big moments.
Learn moreA process you can follow
Four clear steps from first call to ongoing reviews, so you always know what happens next.
See the processWhat working with us looks like
Discover
A free call to understand your situation and goals.
Analyze
We review your finances, options and risks.
Plan
You receive a written plan with clear priorities.
Review
Regular check-ins keep the plan current.
Start with a conversation
Tell us where you are and where you want to be. We will suggest a first step.
Book a free intro callWealth consulting
Understand your money, set direction, and build a plan you trust.
What we cover
We look at your whole financial picture before recommending anything.
- Investment strategy and portfolio review
- Retirement planning and readiness
- Savings, budgeting and cash-flow planning
- Debt reduction strategy
- Planning for a home purchase or family changes
- Annual plan reviews
Who it's for
Growing your savings
You are earning well and want your money working toward something specific.
Approaching retirement
You want to know if you are on track and what to adjust.
Facing a big change
A new job, a move, an inheritance or a new family member.
Management consulting
Practical strategy for people who lead, build and run their own work.
Where we help
Career and leadership
Clarify your next move, build leadership skills and prepare for bigger roles.
Small business planning
Turn an idea or side venture into a plan with priorities, numbers and milestones.
Decisions and priorities
Frameworks for making decisions faster and spending your time where it counts.
Team and operations
Organize how work gets done so a small team runs smoothly.
Have a challenge in mind?
Describe it in a few lines and we will tell you how we can help.
Get in touchOur process
Four steps, no surprises.
Discover
We begin with a free introductory call. You tell us about your goals, timeline and concerns. We tell you honestly whether we are a fit.
Analyze
We review your finances or business details and identify the options, trade-offs and risks that matter most.
Plan
You receive a written plan with prioritized actions, explained in plain language, and we walk through it together.
Review
We meet regularly to track progress and update the plan when your life or goals change.
About Finmark Capital
A Chicago consulting firm for individuals and families.
Our approach
Good decisions come from understanding, not pressure.
Finmark Capital Inc was built to give people clear, personal guidance on money and career decisions. We work one on one, keep advice specific to your situation, and stay in touch as circumstances change.
Our office is at 4753 N Broadway in Chicago. You can meet us in person or talk by phone.
Clarity
Every recommendation comes with the reasoning behind it.
Care
Your goals come first, every time.
Consistency
Regular reviews keep your plan current.
Frequently asked questions
Quick answers before you reach out.
What happens on the intro call?
We talk about your goals and situation, explain how we work, and decide together whether to continue.
Who do you work with?
Individuals and families, along with professionals and small business owners who want management guidance.
Do I need to be wealthy to start?
No. The plan is built around your circumstances, whatever your starting point.
Can we meet in person?
Yes. Our office is at 4753 N Broadway, STE 1308, Chicago. Phone meetings are available too.
How much does it cost?
Contact us and we will explain our fees before you commit to anything.
How often will we review the plan?
We agree a schedule with you, and you can reach out whenever your situation changes.
Contact us
Book your free intro call or ask a question.