Forum Financial Management, LP serves a variety of affluent clients including individuals, business owners, corporate and medical professionals, and their families. We define wealth management as helping clients establish and implement strategies that will help them achieve their financial goals.
We believe successful, intelligent clients need
independent, experienced advice to achieve their financial goals.
The partners of Forum have been recognized nationally within the financial planning industry for their leadership as well as for their impact on their communities. Our advisors regularly support, through their time and donations, charitable organizations in our local communities including Climb to Safety, DuPage PADS, Lurie Children's Foundation, Special Olympics Illinois, and Tails for Life.
Several of the Forum partners founded the Terra Financial Companies Ltd., and Terra Securities Corporation, a nationally recognized broker/dealer firm, more than 25 years ago. During this time the partners developed a core investment philosophy that diversified portfolios tailored to a client’s risk tolerance level enable clients to achieve their goals while reducing overall portfolio volatility. The very successful investment advisory firm was sold to GE in 1998, and ultimately spun off as part of Genworth Financial Services several years later. The majority of our current partners were affiliated with Terra prior to the sale, and continued to be affiliated with Genworth while doing business as Forum Financial Management, LP. Our strong growth combined with the desire to establish a totally independent and fee-based firm led to the establishment of Forum Financial Management, LP as an independent Registered Investment Advisor.