A Financial Partner for Naperville Families, Professionals & Retirees

Big decisions. Busy lives. Smart support right here in the suburbs.

Life in Naperville moves fast—from kid drop-offs to new jobs, college planning to early retirement. At Our House Wealth Advisors, we offer local, independent financial advice tailored to the priorities of suburban families, dual-career households, and pre-retirees looking to downshift with confidence.

Supporting Naperville Area Clients With:

01

College Planning for Growing Families

Education funding strategies for parents of students at Neuqua Valley, Waubonsie Valley, and North Central College.

02

Young Families & First-Time Homebuyers

Cash flow planning, insurance review, and “what should we do next?” guidance.

03

Empty Nesters & Pre-Retirees

Social Security timing, investment reallocation, and lifestyle goal setting as work winds down.

04

Corporate Professionals

Equity compensation advice and tax planning for clients employed in tech, pharma, and consulting.

05

No-Asset-Minimum Clients

We work with you even if you’re just getting started—or getting back on track.

Why Naperville Chooses Our House

  • Local accessibility with flexible virtual meeting options
  • Planning that respects both individual goals and family priorities
  • No sales quotas, no product pitches—just real advice
  • A partner who understands that life doesn’t follow a linear path



From early planning to full retirement, we’ll help you get there—with clarity and care.

Start Planning With a Naperville Advisor →