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Personalized Wealth Planning

Personalized Wealth Planning

Begbie Wealth Advisory is a CFP® led financial planning firm in Riverside, IL, specializing in wealth management for physicians, families, high earning professionals, widowed or divorce women, and pre/post retirees.

Our Clients

Established with a commitment to excellence, we specialize in providing sophisticated wealth management services to high-net-worth families, pre and post retirees, healthcare professionals, and widowed or divorced women.

Widowed or Divorced Women

Widowed or Divorced Women

You didn't plan to be here. But you are, and you deserve an knowledgeable guide who will meet you exactly where you are.

High Income Families

High Income Families

A pragmatic approach to wealth management.

Doctors

Doctors

Addressing the unique needs of physicians, doctors, surgeons, and dentists.

Pre and Post Retirees

Pre and Post Retirees

Nurturing wealth so you can live a longer, more confident life.

Frequently Asked Questions

What is a fiduciary?

A fiduciary is someone who is legally and ethically obligated to act in their client's best interest in advisory client relationships. In financial services, this means a fiduciary investment advisor must recommend investments and strategies that benefit you, the advisory client.

What areas do we serve?

Our office is located in Riverside, IL.  We serve clients in Chicagoland and nationwide.  For local clients we welcome you to our office and for those in other regions we meet virtually.

Who do we work with?

We specialize in working with families, high earning professional, doctors/physicians, people near or in retirement, and widowed or divorced women.

What services do we offer?

We offer comprehensive wealth management services.  These include financial planning, investment management, tax strategy, estate strategy, retirement planning, and insurance management.

Why a CFP®?

A Certified Financial Planner professional is trained and legally required to act in your best interest, not just recommend products that are "suitable." The CFP® designation demands rigorous coursework across taxes, retirement, estate planning, and investments, a comprehensive board exam, and thousands of hours of planning experience. A Certified Financial Planner professional's job is to look at your entire financial life as a system and advise accordingly. That distinction, compounded over a lifetime of decisions, is where real wealth may be built or lost.

Fee Structure

Our fee structure is transparent and asset-based. We charge an annual management fee calculated as a percentage of your invested assets:

$1 - $500,000: 1.15% annually
$500,001 - $1,000,000: 1% annually
$1,000,001 - $2,500,000: 0.85% annually
$2,500,001 - $5,000,000: 0.75% annually
$5,000,001+: 0.65% annually


Fees are billed quarterly and automatically deducted from your account. As a Certified Financial Planner Professional with over 14 years of experience, our fee structure reflects comprehensive wealth management, not just investment management.

Schedule A Free Consultation

We’d love to learn more about you and your financial goals. Our form is the best way to schedule an introductory call.

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