Our alliance with Equitable Advisors provides the strength, stability, and long-term consistency that our clients deserve. 

Equitable Advisors' Mission

We aim to be a trusted partner to our clients by providing advice, products and services that help them retire with dignity, protect their families and prepare their financial future.

To fulfill our noble purpose

Helping our clients live their lives with confidence is at the core of who we are as a company and individuals.

To have an impact on society

Leveraging our resources to build a stronger society and contribute to the fabric of the communities we touch.

To enable financial health

Preparing our clients for longterm financial security in an everchanging U.S. landscape.

Equitable Advisors' People

We have a long-standing commitment of building a culture of inclusion, professional excellence and continuous learning.


We embrace the diversity of our teams and welcome every employee and advisor to be their unique self.

Professional excellence

With a passion for our business, our employees are shaping our culture and our communities to reflect the best of who we are and the company we aspire to be.

Continuous learning

We offer rich experiences for employees to grow, to develop new skills and bring new ideas to the table.

Our Community

We have a history of serving people, not only in our everyday business, but also in our communities. We have a responsibility to support philanthropy, volunteerism, and sustainability to help build a better future for all.



We help ambitious, high potential students take their next steps towards college.


Philanthropy & cultural support

We have a long-standing tradition of giving back and celebrating the arts and cultural institutions within.



We are committed to investing in the communities where our employees and customers live and work.


Disaster Relief

We are, and always will be, a company that cares for people - particularly during times of need.

Illinois Branch – Local Presence

Our Illinois footprint goes back more than 50 years and our office has a rich history.  Our culture is one of inclusion and our Financial Professionals all serve as a collective team to help one another for the benefit of our clients.

Over 200

Financial professionals

Over 75

Experienced support staff including compliance, client service, operations, and support.

Over 115k client households

Over 174k accounts/policies, over $7.7 billion AUM, and over $15 billion in life insurance in force.

Life Loyal Advisors

Your goals and dreams should never be reliant on a solo practitioner and plans should always be put in place in case the unexpected occurs.  Although we’ve been working together since 2002 we felt it was critical to our clients success that we formalize our relationship.  Our loyalty to helping clients achieve their goals is everlasting and since client’s interests can span across generations Life Loyal Advisors was created.  Our clients will always work with a primary Financial Professional but will get to know our entire firm in order for synergies and cohesive relationships to be built over time.