About Platinum Financial Associates
We've been a cornerstone of financial guidance in the Chicagoland area for over two decades. As a financial services firm held to the fiduciary standard of care, we are legally and ethically bound to always put your interests first. Our team of experienced Certified Public Accountants (CPAs) and financial advisors provides a unique blend of knowledge, combining comprehensive investment management with insightful tax planning strategies.
Our Story: Rooted in Trust, Driven by Results
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Platinum Financial Associates, Inc. was founded over twenty years ago to address a critical need in the financial services industry: seeking to provide clients with investment advice they could trust. We recognized that individuals and businesses alike were seeking a partner who would prioritize their best interests and provide clear, straightforward guidance.
From day one, our mission has been to empower clients to pursue their financial journey with confidence, clarity and sound strategies. We achieve this through:
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CPA-Led Knowledge
Our team includes experienced CPAs who provide integrated tax and investment guidance, ensuring your financial strategies are optimized toward growth and tax efficiency.
Personalized Approach
We believe in building strong, long-term relationships with our clients. We take the time to understand your unique goals, risk tolerance, and financial situation to develop truly personalized plans.
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Unwavering Dedication
We're here for you every step of the way, providing ongoing support and guidance to help you navigate the complexities of the financial world.
More Than Money Management: Building a Confident Future
At Platinum Financial Associates, we don't just manage money — we build legacies. We understand that your financial goals are deeply personal and represent your dreams for yourself, your family, and your business.
Whether you're planning for retirement, saving for your children's education, or planning for the financial future of your business, our team is here to provide the knowledge and guidance you need to succeed.
Meet the Team That
Puts You First
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Susan S. Lewis
Founder & CPA
Series 6, 7, 63 and 65 Registrations held through LPL Financial.
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Diane Williams
Administrative Associate
Series 6, 63 and 65 Registrations held through LPL Financial.
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Ready to Discuss Your Financial Goals?
Contact Platinum Financial Associates today to schedule a consultation and begin navigating your financial journey with confidence.
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