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About Us

Our Primary Purpose

72 Financial is a family owned and operated wealth management firm. From our Midwest roots, we understand the importance of family and community. That’s why we are dedicated to customer success. Your abundance benefits the well-being of you, your family, and the community.

Our Primary Purpose

We know your money is more than a dollar amount. Your hard work to earn these funds give extra importance to every cent. 72 Financial understands and shares this value. Whether its retirement planning, setting up 529 plans for your children, or managing your IRAs, we are committed to helping our clients by delivering an unprecedented level of personalized service and expertise. Experience a new way to thrive.

Our Advisors are registered through LPL Financial.

Knowledge is power.

It’s also the foundation for intelligent, well-considered decisions. When you have retirement in sight, sound decisions are vital in helping you pursue your goals and avoid costly mistakes that can impact your future. For many, understanding every aspect of personal finance can be daunting. From investments to retirement to insurance, the decisions can be overwhelming.

Client Centered

As financial professionals, we are committed to helping people just like you create solutions for their retirement assets. Once we understand your risk tolerance, time horizon, and goals, we'll work to develop a program that carefully balances investment strategies with preserving principal.

Today’s economic environment brings challenges. But along with challenges come opportunities and potential rewards. We work closely with our clients to evaluate those opportunities and reap those rewards. 

We invite you to check out all the material on our website. If something prompts a question, please send us an email or call the office. 

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