MB Financial Planning LLC

Overview

MB Financial Planning LLC is an independent, single-office registered investment adviser that focuses on financial planning and discretionary portfolio management for individuals and small businesses. The firm operates under an owner-managed structure and offers a mix of engagement types — ongoing asset-based programs as well as hourly and fixed-fee planning work. Investment implementation skews toward pooled public investment vehicles rather than concentrated individual-stock portfolios, and the adviser does not position itself as a capital allocator or pension consultant. MB Financial Planning LLC does not identify as an active ESG investor. Service delivery centers on personalized planning and portfolio oversight for individual and family clients. Given the firm’s size and fee structure, it appears designed to serve households that need both planning advice and turnkey investment management rather than large institutional or multi-family office mandates.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices