Independent Financial Advice You Can Trust

Regardless of your age, income, or lifestyle, your financial decisions impact your future. Expert financial planning can make the difference between financial difficulty and financial security for yourself and your family.

Robert A. Mecca & Associates LLC has a passion for helping people accumulate wealth and protect their assets. We are a full-service Certified Financial Planning (CFP) and life planning consulting firm.

What Are the Advantages of Partnering with Us?

We are independent and fee-only. We don't represent a bank, broker firm, insurance company, or mutual fund.  As a result, we don't have any hidden agendas and don't take commissions. That means you can trust that our advice is in your best interest.

• Robert A. Mecca & Associates, LLC has been selected as one of America's top financial planners for three consecutive years.
• The Wall Street Journal named us one of the Chicago area's elite wealth management firms.
• Bob Mecca has been an active member of the Financial Planning Association (FPA) for 25 years and upholds their Code of Ethics.
• Countless single people, families, and business owners have utilized our premier multi-faceted services for over 25 years.
• Bob Mecca has taught finance classes for 25 years and can communicate difficult terms that people can easily understand.

Read more about the Advantages of Partnering with Us.

What Types of Guidance Can I Receive?

As a Registered Investment Advisor (RIA) in good standing, we can provide you with a comprehensive range of services. Along with our professional network of associates, we can help you:

• Select investments, such as stocks, bonds, and mutual funds.
• Save for college while reducing taxes.
• Plan for retirement (401k, 403b, 457, IRA, Roth IRA, and rollovers).
• Manage business finances and improve cash flow.
• Minimize tax liability.
• Retain proper insurance with reduced premiums.
• Plan your estate.

Vital Information You Should Know

Get more details about our services, read case studies of how we help people just like you, consider some serious questions you should ask yourself about financial planning, read the Code of Ethics we uphold, check out our seminars and articles, or discover Advantages of Partnering with Us.