Vertera Financial

Chicago, Illinois

★ 5.0
Call (773) 897-4530 Visit website →

About

Vertera Financial is an independent financial advisory firm based in Chicago that serves individuals and families across various life stages, from those beginning their financial journey to those seeking ongoing partnership. Founded on principles of values-aligned guidance and client-first relationships, the firm offers financial planning, investment management, and advocacy services, with accounts custodied through Fidelity and operational support from Kestra Financial. Led by founder John Egan, a CFP® with over 25 years of experience at major firms including Charles Schwab and Fidelity Investments, Vertera works with clients nationwide through both in-person and virtual meetings, with no stated minimum investment requirement. The firm distinguishes itself as fully independent with no corporate agenda, offering both one-time planning engagements and ongoing advisory relationships tailored to individual circumstances.

Firm details

Languages
English
Hours
Daily: Closed
SEC registered
No

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