Your evolving business

Comprehensive wealth management for business owners

Mountain climbers reaching the summit

If you’re like most business owners and entrepreneurs, a substantial portion of your family wealth is invested in your company. This comes with its own unique challenges. We bring an experienced perspective and level of understanding of the complex opportunities and challenges that come at each stage of the business life cycle. Are you optimizing the value of your company—and potentially your next venture? Our involvement in the very early stages of your business planning can add important insight into helping you build, grow and exit strategically.

Architect at drawing table

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Benjamin Miller Profile Photo

    Benjamin Miller

    Senior Vice President–Wealth Management

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    • Forbes Best-in-State Wealth Advisors, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
    • Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

    • Illinois Wesleyan University
    • CERTIFIED FINANCIAL PLANNER™
    • Certified Investment Management Analyst®
    • Certified Exit Planning Advisor
    303 East Main Street
    Barrington, IL 60010
  • Holli Le Fever Profile Photo

    Holli La Fever

    Client Associate

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        • Eastern Illinois University
          303 East Main Street
          Barrington, IL 60010
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          Valerie Erfort

          Wealth Management Associate

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                303 East Main Street
                Barrington, IL 60010
              Advice for business owners

              Advice for business owners

              Business transition and succession planning

              Business transition and succession planning

              Yoga class

              Break the code

              The answer to planning your future

              Now that you’re in a good position to plan for your future, you probably have lots of questions. But asking family, friends or the internet for guidance usually leaves you with more questions than answers. That’s why we offer online financial guides that, before anything else, ask you a question: What are your goals?

              Visit the site or get in touch. The earlier you start planning your future, the more your money can do for you, your family and the world.

              Backed by the strength of UBS

              A global leader in wealth management

              $3.9 trillion

              In invested assets globally 
              As of 12/31/2022

              51 countries

              Our global footprint

              Global leader

              UBS is a world-leading wealth manager

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