Let's move forward. Together.

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Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

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Your primary source for financial advice

We are here to provide quality strategies customized to your needs. We concentrate on developing long-term relationships through a commitment to quality client service. You can rely on our personalized advice, first-class solutions, and extensive wealth management experience.

  • Benjamin Miller Profile Photo

    Benjamin Miller

    Senior Vice President–Wealth Management

    Financial Advisor

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    • Forbes Best-in-State Wealth Advisors, 2022The 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.

        303 East Main Street
        Barrington, IL 60010
      • Michael Risher

        Michael Risher

        Senior Vice President–Wealth Management

        Financial Advisor

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              303 East Main Street
              Barrington, IL 60010
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              Holli La Fever

              Client Associate

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                      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
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                            Pam Matijevic

                            Senior Client Associate

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                                  303 East Main Street
                                  Barrington, IL 60010

                                The Year Ahead - Sustainable Investing

                                Retirement planning

                                Retirement planning

                                Multigenerational planning

                                Multigenerational planning

                                Legacy—Wealth for others

                                For needs that go beyond your own—to help you improve the lives of others

                                What will your legacy be?
                                It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

                                Learn more at ubs.com/wealthway.

                                Backed by the strength of UBS

                                A global leader in wealth management

                                $2.8 trillion

                                In invested assets globally 
                                As of 06/30/2022

                                51 countries

                                Our global footprint

                                Global leader

                                UBS is a world-leading wealth manager