Independent · Fee-Based · Boutique
A boutique financial services firm built around your goals.
For three decades, Nadler Financial Group has provided independent, objective advice in financial planning, wealth management, and employee benefits — free from the conflicts of interest that come with selling products.
What We Do
Three complementary practices. One coordinated plan.
Whether you're building toward retirement, managing assets you've accumulated, or running a business that needs to take care of its people, our team can support every chapter of your financial life.
Personal Financial Planning
Independent, objective financial planning — never driven by the sale of a product. We help you balance retirement, investments, taxes, estate, insurance, and education funding.
- ·Retirement Planning
- ·Investment Planning
- ·Income Tax Planning
- ·Estate Planning
- ·Insurance Planning
- ·College Education Funding
Wealth Management
SEC-registered, fee-based investment advisory for high-net-worth individuals. Portfolios designed around your goals, with Charles Schwab as our custodian.
- ·Discretionary Portfolio Management
- ·Investment Committee Oversight
- ·Charles Schwab Custody
- ·No-Load & Institutional Funds
- ·ETFs
- ·Quarterly Performance Reporting
Employee Benefits
Customized retirement and group benefit plans for small- and mid-sized businesses — with hands-on participant education and ongoing ERISA/DOL compliance support.
- ·401(k) Plans
- ·Profit Sharing
- ·Cash Balance Plans
- ·Defined Benefit Pensions
- ·SEP & SIMPLE IRA
- ·Group Health, Dental, Disability & Life
* The scope of the services provided will depend upon the terms of the engagement.
Our Approach
Quiet expertise. Steady relationships. Long-term thinking.
Ongoing communication with our clients is the foundation of how we work. The birth of a child, a career change, an earlier retirement — when we understand what is happening in your life, we manage your wealth more effectively.
“As both financial planners and wealth managers, we bring estate, insurance, tax, investment, and retirement experience to every client's situation.”
Independent & fee-based
No proprietary products, no quotas. As an SEC-registered investment advisor, our recommendations are driven by what is right for you, not what sells.
Holistic by design
Retirement, investments, taxes, estate, insurance, and education are interrelated. Our planning reviews every area and identifies the loopholes that quietly compound over decades.
Personal, not packaged
You speak with a wealth manager who knows your situation, not a call center. We meet with clients on an ongoing basis — life changes, the plan adapts.
A team of credentialed specialists
CFP®, CPA, CFA®, AIF®, ChFC®, CLU®, PFS, and CEBS designations on staff — so when a planning question turns technical, the depth is in the room.
About Us
Built by accountants, planners, and analysts who became business owners themselves.
Nadler Financial Group was founded by Michael Nadler — a CPA and CFP® whose career began at Price Waterhouse — to deliver financial planning advice that was genuinely independent. Today, our shareholder team includes the credentialed professionals you work with directly, supported by an operations team that has stayed steady for decades.
We are intentionally boutique. We measure success by the depth of the relationships we build over years and the clarity our clients feel about their financial lives.
Meet our full team
Michael Nadler, CPA, CFP®
Founder & President · Co-CIO
Rebecca Raff, CFP®
Shareholder · Managing Director of Wealth Management
David Rosenberg
Shareholder · Director of Investment Management · Co-CIO
“Our Investment Committee, led by our Co-CIOs and comprised of the firm's wealth managers, develops and implements investment allocation strategies customized to each client.”
Visit Us
Our Deerfield office.
Our office is conveniently accessible from both the Edens Expressway and the Tri-State Tollway (I-294). We welcome in-person meetings and also work with clients remotely.
Get in Touch
Let's talk about what matters to you.
Whether you're exploring a relationship, evaluating your current advisor, or want a second opinion on a specific decision — we're happy to start with a no-obligation conversation.