Financial Guidance Rooted in Bourbonnais

Since 2018, the Heartland Group at Stifel has strived to be a trusted financial resource in Bourbonnais, Illinois. Our team of seven experienced advisors is deeply embedded in the community, offering a collaborative and personalized approach to wealth planning. While our foundation is local, our reach is national—we proudly serve clients in 35 states, managing nearly 5,000 accounts across close to 1,900 households. We work with a wide range of clients—from young professionals to business owners to retirees—providing tailored strategies that reflect their goals, values, and unique financial journeys.

Whether you're navigating a career change, planning for retirement, or managing a business transition, we’re here to help you move forward with clarity and confidence.

A Versatile Team for Diverse Financial Needs

We understand that no two financial journeys are alike. That’s why our team takes pride in offering a broad spectrum of services designed to meet the needs of individuals, families, and businesses at every stage of life.

Why Choose the Heartland Group?

• Community-Driven Approach: With more than 200 combined years of experience in the financial services industry, The Heartland Group offers you a rare depth and breadth of talent.
• Team-Based Planning: With seven advisors working together, we offer a collaborative environment where diverse perspectives lead to well-rounded financial strategies.
• Personalized Service for Every Stage of Life: Every client, regardless of where they are in life, receives a strategy backed by what we call The “Heartland Process” tailored to their unique goals.
• Broad Capabilities, Local Focus: From retirement planning to business transitions, we pride ourselves on the comprehensive services we offer, backed by the extensive resources of Stifel.