Three generations of trust.

Perry Steinhandler and his father Isadore started this firm with one idea: every family deserves someone in their corner who only works for them. Nearly fifty years and hundreds of retirements later, that idea still runs the show.

Now Perry and his son Zachary — third generation — guide families through the same milestone their grandparents helped with: the day you stop working and start living.

We’re based in Evanston, Illinois, and serve families across Chicago’s Northern Suburbs — from Wilmette and Winnetka to Highland Park and Lake Forest. We know this community because we live here.

What fiduciary means

As a fiduciary firm, we are legally and ethically obligated to act in your best interest — not ours. That means we recommend the strategies that are right for your family, disclose all fees transparently, and never push proprietary products.

We don’t work for a brokerage. We don’t earn commissions. We work for you.