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 and objective financial planning to help clients organize, grow and protect their assets through life’s transitions. 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

Contact John Wimbiscus

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Office Locations:

  • 353 N Clark Street
    Suite 2775
    Chicago, IL 60654

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