Listed In: Investment Services Firms, Financial Planning Firms
Vermillion Financial Advisors is an independent, fiduciary financial advisory and wealth management firm serving individuals, families, and business owners in South Barrington, IL and the greater Chicago area since 1988. Founded by Mark LaSpisa, the firm provides thorough, independent,… Vermillion Financial Advisors is an independent, fiduciary financial advisory and wealth management firm serving individuals, families, and business owners in South Barrington, IL and the greater Chicago area since 1988. Founded by Mark LaSpisa, the firm provides thorough, independent, relationship-driven advice built around each client’s goals rather than a one-size-fits-all template. Vermillion brings together financial planning, investment management, retirement planning, tax planning, estate planning, insurance planning, and major transaction planning under one coordinated strategy, so the different parts of your financial life work together. Families with significant wealth turn to the firm’s Family Office Services for portfolio management, legacy and wealth transfer, executive compensation, advanced tax strategy, and charitable planning, while business owners rely on the team for retirement plan design, succession and exit planning, and employee benefits. As a boutique firm, Vermillion emphasizes personal attention and clear, educational guidance to help clients grow, protect, and pass on their wealth. Read more
Services
Financial planning, investment management, retirement planning, tax planning, estate planning, insurance planning, major transaction planning, family office services
Specialties
Fiduciary wealth management, family office coordination, high-net-worth and ultra-high-net-worth planning, business owner retirement and exit planning
Languages
English
Year Established
1988
