Daniel Toledo


Chicago Partners Wealth Advisors


Daniel Toledo


Chicago Partners Wealth Advisors


Your wealth is your most important asset. We can help you create a custom investment, tax, and financial plan to make sure you're on track to reach your financial goals and objectives. - Daniel Toledo, CFA®, CFP®

(847) 866-9774

Optimize the management of your wealth.

Daniel Toledo is a Chicago, IL fee-only financial planner. Chicago Partners provides comprehensive investment, management, tax planning, & financial planning to help clients optimize their wealth and more effectively reach their goals & objectives.

As a fee-only, fiduciary, and independent financial advisor, Daniel Toledo is never paid a commission of any kind and follows a legal and moral obligation to provide unbiased and trustworthy financial advice.

About Dan Toledo, CFP

I have more than 10 years of experience in multi-generational wealth planning and portfolio management. I Provide wealth management services for emerging high net worth and high net worth families - helping them to plan for and achieve their financial goals.

I take a consultative approach with clients, emphasizing objective, knowledge-based financial decision-making. My first priority is to educate and guide my clients towards a portfolio design based on facts and analysis, rather than impulse and emotion. I try to ensure that my clients understand not only what we are doing, but why we are doing it.

I joined Chicago Partners in September 2013. I formerly worked for Total Portfolio Management where I administered the portfolio accounting system, managed relationships with custodians and assisted in the development and execution of investment plans for clients.

I graduated from Illinois Wesleyan University with a Bachelor of Arts degree, majoring in Economics in May 2009. I completed the CFP certification program at Northwestern University and obtained my CFP® designation in 2014. In 2018 I obtained the Chartered Financial Analyst designation and am an active member of the CFA Society of Chicago. 

Daniel Toledo is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning.

About Chicago Partners Wealth Advisors

Named a Top 300 Registered Investment Advisor (RIA) by the Financial Times 5 years in a row, Chicago Partners is a highly ranked wealth management firm.

At Chicago Partners, there is only one focus: optimizing the management of your wealth. 

To that end, Chicago Partners created the 5-Step Wealth Optimization Process. The 5-Step includes:


     -  Investment Consulting

     -  Investment Management

     -  Tax Planning & Preparation

     -  Advanced Financial Planning

     -  Fiduciary Relationship


Each step optimizes a specific dimension of your wealth. Every client receives their own team consisting of a CFA, CFP, CPA, & J.D. to ensure each of their wealth management goals is on track. 

As a client of Chicago Partners, you receive access to eMoney's Wealth Management System (narrated by Tom Selleck). Generally only used by ultra-high-net-worth individuals, Chicago Partners works with each client to build out a robust WMS system and plan.

If you are interested in learning more about Chicago Partners or receiving a complimentary Portfolio X-Ray, please contact me at dan@chicagopartnersllc.com.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.


  • Comprehensive Financial Planning
  • Retirement Income Planning
  • Comprehensive Investment Management
  • Tax Efficiency
  • Investment Management

Ideal Clients

  • High Net Worth Individuals
  • Retirees and Near Retirees
  • Growing Families
  • Business Owners and Executives

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • Quarterly Calls
  • Clearly Defined Fees
  • Complimentary Portfolio X-Ray

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Daniel Toledo is a NAPFA-Registered Financial Advisor

    The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

  • Certified Financial Planner (CFP)
    Daniel Toledo is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification

    CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.

  • CFA - Chartered Financial Analyst

    Daniel Toledo is a holder of the right to use the Chartered Financial Analyst® designation

    The CFA Program is the most respected and recognized investment management designation in the world with less than 200,000 charterholders globally.

    This advisor has earned the Chartered Financial Analyst® designation (CFA® charter) by passing all three of the CFA exams and gaining relevant industry experience, demonstrating their mastery of the investment analysis and decision-making skills most needed in the global investment management profession.

Contact Daniel Toledo

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Office Locations:

  • 1 N Wacker Drive
    Suite 4075
    Chicago, IL 60606

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