David Farra | Downers Grove, IL

From Chaos to Clarity

As you grow and become more successful, you create incredible opportunity to establish a legacy for your family, pour back into your business, and give to the causes you care about. But as your wealth increases, your financial needs also become more complicated, and you have less time to focus on the details of managing your wealth. And when you have so many spinning plates, you often wonder, “What am I overlooking? What could I be doing better?”

At David's office, our job is to help you answer those exact questions. We know that high-level financial concepts can seem like a foreign language even to the savviest business professionals, and you don’t always have time to give your wealth the detailed attention it deserves. That’s why we’ve made it our mission to unpack the intricacies of your financial world and present them in a way that’s easy to understand—so you can make confident, wise decisions that reflect your goals. We help you discover what pressing needs you should address now, identify opportunities and risks in the future, and then bring all the pieces of your financial world together so that everything aligns according to your goals. We don’t overcomplicate things, and we don’t hide any of the truth—so you can choose what’s right for you and feel confident about those choices.

We understand the weight of the decisions you make with us, which is why we treat each client with the utmost care and respect. That means if we say we're going to call you on a Tuesday three years from now, you can expect to hear your phone ring on that exact day. We know you have an exciting life to live, and you need your financial plan to support that life, not the other way around. Our clients often become close friends because we make it a point to be there for their most important moments. We know how to guide people through tough times like marital transitions, and we love seeing our clients grow and celebrating the big wins right alongside them. At the end of the day, we believe everyone deserves a trustworthy partner to walk through life with, and we’re honored to be that person for the clients we serve.

Key Services

David provides clients with innovative, cutting-edge products and services to help them grow, protect, and conserve their wealth through all stages in life. Taking into account your needs, goals, and tolerance for risk, we will work with you to bring clarity to what you want to achieve and how to get there. Some of our key services are detailed below.