John Wimbiscus
CFP®, RLP®, CKA®
The Mather Group
Managing Director
John Wimbiscus
CFP®, RLP®, CKA®
The Mather Group
Managing Director
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - John Wimbiscus, CFP®, RLP®, CKA®
Fee-Only financial planner located in Chicago, IL, serving clients locally and across the country
John Wimbiscus is a Chicago, IL fee-only financial planner. The Mather Group provides comprehensive, ongoing financial planning and investment management to help clients navigate the various stages of life. As a fee-only, fiduciary, and independent financial advisor, John Wimbiscus is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Prior to becoming a Managing Director at The Mather Group, John Wimbiscus founded Trinity Financial Advisors in 2000 to offer fiduciary, fee-only planning to his clients. His focus for over three decades has been to help clients achieve their financial and life goals by integrating and optimizing their tax, financial and estate strategies and becoming their trusted advisor. John began his career in 1984 at The Ayco Corporation as an Analyst before spending eleven years at Deloitte working in their Executive Financial Counseling group. He then moved to Ronald Blue & Co. for four years until founding Trinity Financial Advisors, LLC. John holds a B.S. in Finance and an M.B.A. from Northern Illinois University. He is a Certified Financial Planner practitioner, NAPFA-Registered Financial Advisor, Registered Life Planner®, and Certified Kingdom Advisor®.
John Wimbiscus 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.
We built The Mather Group from the ground up to put all of our experience and expertise to work for one purpose—the interests of our clients.
Within Wall Street firms, there is a culture of profits placed before a client’s best interest. Where advisors sell products simply to increase revenue. We chose a new model by breaking away from Wall Street and created a culture focused on giving sound advice.
We also wanted to provide a complete retirement plan—including expert tax planning. For successful executives preparing for retirement, sound tax advice in combination with investment strategy is often their greatest need.
By removing the pressure to sell products, and creating a total focus on serving clients, we’ve built a culture that attracts talented investment professionals who are service oriented. The Mather Group’s focus is on our clients and their success.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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John Wimbiscus is a NAPFA-Registered Financial AdvisorThe 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.
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John Wimbiscus is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® 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.
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John Wimbiscus is a member of The Financial Planning Association® (FPA®)FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
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John Wimbiscus Has Received the Registered Life Planner Designation through the The Kinder Institute of Life PlanningThe Kinder Institute trains and coaches financial advisors worldwide in a method we call financial Life Planning. This method is based on the premise that advisors should first discover a client’s most essential goals in life before formulating a financial plan, so a client’s finances fully support those goals.
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John Wimbiscus is Certified Kingdom Advisor® (CKA®) - Click to verify and learn more.The CKA® is a designation granted by Kingdom Advisors to individuals who have demonstrated themselves to be able to apply biblical wisdom in counsel, technically competent, ethical, accountable, and a biblical steward.
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John Wimbiscus is Quoted on Business Wire: "The Mather Group, LLC Acquires Chicago-Based Trinity Financial Advisors"
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John Wimbiscus is quoted in the Chicago Business Journal: "The Mather Group acquires Trinity Financial Advisors"
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John Wimbiscus is Quoted on Barrons: "The Rise of Alternative Funds"
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John Wimbiscus is Featured in Financial Advisor Magazine: "About Face"
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John Wimbiscus is a Five Star Professional
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John Wimbiscus is a Paladin Registry Five Star Financial Advisor
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John Wimbiscus is a Member of MD Preferred Services
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John Wimbiscus Named to Dental Products Report "2015 Best Financial Advisers for Dentists"
Contact John Wimbiscus
Office Locations:
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353 N Clark Street
Suite 2775
Chicago, IL 60654
