Fiduciary Financial Advisor & Retirement Planning in Naperville, IL
Our Naperville office serves pre-retirees and retirees across the Western Suburbs — Aurora, Wheaton, Lisle, Warrenville, Bolingbrook, and Plainfield — with the honest, family-owned fiduciary planning our clients have trusted for two decades.
Our Naperville office
We're located on the Calamos corporate campus off Diehl Road, a quick drive from I-88 and the Route 59 Metra station. When you arrive, complimentary parking is on-site and we'll meet you at reception. Expect an unhurried, coffee-in-hand conversation about your goals — not a product pitch.
Retirement Planning Services in Naperville
Comprehensive, fiduciary retirement planning designed around the realities Western Suburbs households actually face — executive comp, business exits, and multi-generational goals included.
Retirement Income Planning
Naperville and DuPage households often blend corporate 401(k)s, RSUs, and small-business income. We build a step-by-step withdrawal plan so those pieces produce the paycheck you want, in the tax bracket you choose.
Asset Protection & Risk Management
Executives and business owners frequently carry concentrated stock or option risk into retirement. We diversify responsibly and protect the portion of your nest egg you can't afford to lose.
Tax & Estate Planning
Roth conversion windows, charitable giving from IRAs, and beneficiary strategy all move real dollars in the western suburbs. We coordinate the plan with your CPA and estate attorney — nothing sits in a drawer.
Social Security & Medicare Planning
Filing at 62, 67, or 70 rarely gets decided on a gut feel once you see the numbers side by side. We show you the trade-offs — and how IRMAA, spousal, and survivor rules apply to your household specifically.
Investment Management
Institutional-quality portfolios managed with a fiduciary duty and clear fees. Built to fund your retirement — not to chase whatever headline is trending this quarter.
Serving Naperville and Nearby Communities
From our Naperville office on Calamos Court, we work with retirees and pre-retirees from Aurora, Wheaton, Lisle, Warrenville, Bolingbrook, and Plainfield. Many are former executives at nearby corporate campuses, business owners along the Route 59 corridor, or DuPage County educators — and they choose Mana because they want a plan they can actually explain to their spouse.
Also serving families from our Schaumburg and Orland Park offices. Want to learn first? Find a retirement workshop near Naperville.
What Western Suburbs clients say makes the difference
Fiduciary standard, no exceptions
We're legally required to put your interests ahead of ours. That's not a marketing line — it's the standard that shapes every recommendation we make in Naperville.
A real family firm
Founder Tim Dern, RICP, works alongside his sons and extended family. You'll never be handed off to an anonymous call center or a rotating "relationship manager."
20+ years, 250+ Chicagoland families
Two decades of guiding Chicagoland households through market cycles, tax law changes, and life transitions — with many west suburban clients now in their second generation of planning with us.
Frequently asked by our Naperville visitors
Do you work with clients in Aurora and Wheaton?
Yes — many of our Naperville-office clients live in Aurora, Wheaton, Lisle, Warrenville, Bolingbrook, and Plainfield. We regularly meet in Naperville, and virtual meetings are available if that's easier during the week.
Where is your Naperville office located?
We're at 2020 Calamos Court, on the Calamos corporate campus off Diehl Road, just minutes from I-88. There is ample free parking, and our conference rooms are quiet, private, and set up for real planning conversations.
Do you help with retirement planning for corporate executives and business owners?
Absolutely. Many west suburban clients are transitioning from long careers with local companies or selling a business. We help coordinate deferred compensation, stock plans, and business proceeds into a coherent retirement income plan.
Do you host retirement workshops in the western suburbs?
Yes — we run free retirement education events across DuPage and Will counties, plus online sessions for busy households. Topics include Social Security, tax-smart withdrawals, and protecting principal near retirement.
Retire with confidence in Naperville.
A single honest conversation is often all it takes to see what a real fiduciary plan can do for your household.