INDEPENDENCE

Forum is built from the ground up to look and feel different from traditional Wall Street brokerage firms. Our personal approach begins with understanding the hopes and dreams you place at the center of your financial life.

EXPERIENCE

Our deep bench of highly credentialed partners averages over 25 years of experience across all aspects of managing your financial life, including investment portfolio design, retirement, estate, insurance, and income tax planning.

TRANSPARENCY

Our compensation comes from you, our client, as opposed to Wall Street advisors who receive compensation for selling specific products or funds. We break this mold by adhering to a fiduciary standard, which means we place your interests ahead of our own.

Forum Celebrates Financial Literacy

Forum is proud to present an online showcase of student artists and authors from Chicago-based financial literacy program Climb to Safety.

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Forum and
Tails for Life

Forum is proud to support Tails for Life and their mission to train service dogs to assist people with disabilities.

Meet Oscar

OUR TEAM
STRIVES TO MAKE YOU FEEL
financially confident.

OUR ADVICE IS INTENDED
TO ADD MEASURABLE VALUE
beyond investments.

OUR PROCESS
IS A CLIENT CENTRIC,
personal approach.

SCHOOL OF HARD KNOCKS INVESTING

In this podcast, host Dave Goetsch, co-executive producer of “The Big Bang Theory” and Norm Mindel, veteran financial advisor and co-founder of Forum Financial Management, talk about some of the incredible things that happened way back when on Wall Street.

All Episodes Streaming Now

RECENT INSIGHTS FROM FORUM

Forum co-Managing Partner Nirav Batavia Discusses Interest Rates, the Fed, Tariffs and Markets on TD Ameritrade Network

6/6/2018

Forum co-Managing Partner Nirav Batavia was featured on "Market on Close" on TD Ameritrade Network on May 31.

Watch the Segment

READY TO BEGIN

Knowing if you have the proper investments to reach your financial goals can give you peace of mind. Get a second opinion from Forum with a complimentary portfolio analysis.

SLEEP ON IT

Deciding who to work with to help you invest doesn't happen overnight. Sign up for our newsletter to find out if Forum is for you.