EP Wealth Advisors - Palatine, Illinois

C Schmitz

We have been working with Frank Patzke and his team at EP Wealth Advisors since my husband retired as an independent financial advisor several years ago. It was critical to us that we have complete trust in the ethical standards of our advisor and that communication was easy, timely and respectful. Frank and his team have earned our trust. They present investment options that are in keeping with our goals and risk tolerance. They have helped us to consolidate some accounts in a way that makes it much easier to know how our assets are performing. They have referred us to other professionals such as lawyers to address non-financial aspects of our estate planning. The team is quick to respond to requests and is thorough in presenting information. We could not be more pleased with our choice of EP Wealth Advisors to handle our investment needs and have recommended them to family and friends without hesitation.

J F

1995 I received a medium size inheritance. I had questions. Buy Stocks? Mutual funds? Bonds? Real estate? Treasury Bills? Tax Implications? Will I be able to retire early?

Frank hosted a local radio program where listeners called in seeking guidance regarding their finances. He really listened. He asked questions. He gave straight forward easy to understand advise. But, he was never condescending.

I setup a meeting with Frank. We had a good conversation. He got to know me and I got to know him. Frank has been my financial planer for the last 29 years.

Frank safely steered me through the dot-com bubble burst of 2000 and the 2008 financial crisis. He helped me manage my mother's finances when she had Alzheimer's. And with Frank's management of my inheritance, the money I already had saved and my IRA; I was able to take an early retirement.

I strongly recommend if you are looking for a financial planner/advisor contact EP Wealth Advisors – Frank Patzke.

Howard Goldstein

I have been working with Frank Patzke and his team for the last 22 years. This is despite the fact that I live in the Northeast (where I have had plenty of very qualified people to choose from) and he lives in the Midwest. I’ve also referred many close friends and family relatives to Frank over the years. Having had a career in the financial service industry for over four decades, I have very high expectations of the type of financial advisor that I would use. Frank has consistently exceeded my expectations both professionally and personally since I have known him. He is a smart, hard-working person with the utmost integrity who always puts his client’s interest first. He is also a very decent human being. It’s hard to find people like Frank, and when you do, you are a lucky indeed.

Tammy Thompson

I have been working with Frank and his team for decades. He and the entire team have been supportive to our vision and needs with their amazing knowledge and experience. Everyone listens so well and responds quickly and appropriately. All are kind and understanding of our needs.

Dan Honeman

I have been using EP Wealth Advisors (EPWA) for my financial planning, for over 20 years. For the last 15 years of my working career, EPWA helped me to invest and plan for my retirement. Thanks to EPWA, I was able to retire at age 65, with a sufficient nest egg to last me over the years, and to provide financial freedom for my family. With this, I am able to fully live and enjoy my retirement years. I still meet with EPWA annually, to take stock of where I am at, and to plan for the future. I have been VERY satisfied with EPWA. Frank Patzke and his team have been professional and personable in every respect. It has been a pleasure to deal with them over the years. I would recommend EPWA and Frank Patzke to anyone considering a financial planner.

Angela Brey

I have complete faith and trust with Frank and his team at EP Wealth Advisors. My questions and concerns are answered in a timely manner and thoroughly addressed.

Heather P

Frank, Tony, and Bernadette are very helpful and attentive to my unique investment needs. They are always professional and well prepared for our meetings and can explain every aspect of my portfolio in a way that I can understand. They have also helped me with obscure financial matters not really related to my Guidant account contributing to my overall financial well being. Highly recommended!

Berseker Mayan

Do not recommend.