Intelligent Investing for a Smarter Tomorrow

Sharp financial advice and savvy wealth management strategies are just the beginning.

Dynamic Approach

We are a process driven firm, not a product driven one. We craft customized strategies for each and every one of our clients.

Our Resources

We have built our group around helping our community’s business owners and professionals plan for their futures.

Welcome to MV Capital Management and LPL Financial

MV Capital Management is based in Chicago, IL. We provide wealth management, investment and retirement plan services for individuals, families and organizations (businesses and non-profit). As a process-driven organization, we work with our clients to make thoughtful, informed decisions about the growth and protection of their wealth.

Individuals, Families and Businesses (including non-profit) face a complex web of financial and regulatory issues. Partnering with a financial team with forward-thinking solutions and a partnership mentality is critical. With our collective experience in the financial services and investment industry, we can advise you on a range of issues related to; financial planning, investments, estate planning, insurance, retirement plans and tax efficient strategies.

Our relationships are built on integrity, commitment, and service to others. You’re our priority, and we have built our firm around helping you succeed.

We invite you to check out all the material on our website. If something prompts a questions, please send us an email or call our office.

Contact Us

Your Goals, Our Strategies

Discover a full range of services for your financial needs.

Wealth Management

Independent, personalized wealth management tailored to your needs. We’re not tied to products or services from a single company or family of companies, which allows us to seek out the most appropriate products and services for our clients.

Learn More

Investment Services

Smart investing doesn’t have to be complicated. Learn more about our process-driven approach and how we allocate capital to pursue your goals.

Learn More

Retirement Plan Strategies

Specialized retirement plan consulting strategies for your business or organization’s needs. We work with various entities to generate positive outcomes for the organization and its employees through careful retirement plan design.

Learn More

We’re here for you!

We work with you to make thoughtful, informed decisions about the potential growth and protection of your wealth.

Financial News

Curated articles, videos, and more for a financially savvier you.

Market Bottom or Bear Market Rally?

The Dow Industrial Index had an exceptional October posting its best monthly return in 46 years. Will the strong October performance and historical seasonal tailwinds confirm a market bottom or is this just another bear market rally?

Are we on the verge of another housing collapse?

After two great years of gains, the housing market is starting to show signs of exhaustion. In this blog post we look at few charts and data points to see how the current housing market compares to housing collapse in the 2000s.

Are we on the verge of another housing collapse?

After two great years of gains, the housing market is starting to show signs of exhaustion. In this blog post we look at few charts and data points to see how the current housing market compares to housing collapse in the 2000s.

Get Our Monthly Client Letter

Name

Email

Address

Thank you!

Oops!

Do You Have Any Questions?

Name

Email

Address

Phone

Question

Thank you!

Oops!