Nancy Ladd

CFP®

The Mather Group

Sr. Wealth Advisor

Contact Me

Nancy Ladd

CFP®

The Mather Group

Sr. Wealth Advisor

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Nancy Ladd, CFP®

Contact Me

312-776-2707

Website

Fee-Only financial planner located in Chicago, IL, serving clients locally and across the country

Meet Nancy Ladd

As a Senior Wealth Advisor, Nancy Ladd manages our valuable client relationships by developing and implementing customized financial plans to meet our clients’ unique needs. She began her career in financial planning at Harris Bank. She expanded her career and worked at RIA firms, servicing high net worth corporate executives, retirees, and university professionals and joins The Mather Group from Trinity Financial Advisors. Nancy has her B.A. in Liberal Arts from DePaul University and her M.B.A. in Financial Planning from Saint Xavier University. She is also NAPFA-Registered Financial Advisor.

Nancy Ladd 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.

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

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Nancy Ladd 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.

Contact Nancy Ladd

312-776-2707

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Office Locations:

  • 353 N Clark St
    Suite 2775
    Chicago, IL 60654

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