How a Berwyn, Illinois firm became the financial partner of choice for hundreds of families and businesses across America.
N&M DeGiorgio Associates LLC was founded in the late 1990s in Berwyn, Illinois, with a simple but powerful conviction: that every individual, family, and business owner deserves access to the same quality of financial guidance that was once reserved for the ultra-wealthy. From the very beginning, the firm set out to be different not a transaction-focused brokerage, not a cookie-cutter tax shop, but a true financial partner invested in each client's long-term success.
Over the past 25 years, we have grown from a single-practice firm into a multi-disciplinary team of financial professionals covering six core service areas: wealth management, tax planning and preparation, retirement planning, estate planning, business financial services, and insurance and risk management. This breadth of expertise is not accidental it reflects our deep belief that financial planning works best when all the pieces are coordinated under one roof.
We have guided our clients through some of the most turbulent financial environments in modern history: the dot-com collapse, the 2008 financial crisis, the COVID-19 pandemic, and unprecedented market volatility in between. In each of those moments, our clients did not face uncertainty alone. They had our team at their side calling proactively, adjusting strategies, and providing the steady counsel that only comes from experience and genuine care.
Today, we serve more than 500 clients nationwide. Some have been with us since the very beginning. Their continued trust is the most meaningful metric we know and the reason we come to work every day with the same commitment to excellence we had on day one.
The principles that guide every recommendation we make and every relationship we build.
We act as fiduciaries always putting your interests first. Every recommendation we make is driven by what's best for you, never by commissions or quotas.
You are not an account number. We take the time to understand your full financial picture, your family dynamics, and your long-term aspirations before recommending any action.
Financial success is not built overnight. We help you stay focused on the long game, avoiding reactive decisions and building sustainable wealth that endures.
From taxes to trusts, investments to insurance our breadth of expertise means you never have to wonder if your financial strategy is truly coordinated.
Key milestones in over two decades of serving clients.
N&M DeGiorgio Associates LLC opens its doors with a mission to deliver boutique-quality financial guidance to everyday families and business owners in the Chicago area.
We formalize our business financial services practice, bringing CFO-level strategic guidance to small and mid-size businesses that previously had no access to it.
During the most severe economic contraction since the Great Depression, we proactively reached out to every client, preserved portfolios, and helped families navigate mortgage, retirement, and business challenges.
Recognizing a critical gap for our clients, we built a full estate planning practice covering wills, trusts, beneficiary strategies, and business succession all integrated with our existing services.
The COVID-19 pandemic required us to rapidly evolve. We launched virtual consultations, digital document management, and remote planning tools ensuring uninterrupted service for every client.
From our Berwyn, IL headquarters, we now serve clients across the United States with the same personal attention and comprehensive approach that has defined us since day one.
Our team holds recognized designations across financial planning, tax, and advisory services. (Update with actual firm credentials.)
Schedule a free, no-obligation consultation and experience the N&M DeGiorgio difference.