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Nicholas Niemi

The Mather Group

 

Member profile details

Membership level
MBBI-Rising Star
First name
Nicholas
Last name
Niemi
Organization
The Mather Group
Primary Profession
Wealth Management
State
Illinois
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About you

Chapter
Illinois
Bio
As a Certified Financial Planner (CFP) and Certified Private Wealth Advisor (CPWA) with nearly a decade of experience, I partner with attorneys, CPAs, and fellow professionals to guide business owners and executives in navigating complex financial decisions. Currently serving as a Wealth Advisor at The Mather Group, I focus on delivering tailored strategies in business exit planning, succession planning, and family wealth management.

My mission is to empower clients with clarity and confidence in achieving their personal and professional goals. By fostering collaboration and leveraging expertise in wealth management, I strive to create solutions that align with the unique needs of each individual or family.

Midwest Business Brokers and Intermediaries (MBBI)
1018 W. Madison St. Suite 9 | Chicago, IL 60607 

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