Case Study

Meet Huber Financial Advisors

Meet Huber Financial Advisors

Pages 5 Pages

Established in 1988, Huber Financial Advisors, LLC, is an independent wealth management firm and investment advisor headquartered in Lincolnshire, Illinois. Having grown to more than $1.5 billion assets under management, 28 employees, and recently named to the Financial Times 300 Top Registered Investment Advisor list, Huber Financial is a leading firm that caters to clients of all walks of life. Serving as the firm’s chief investment officer, Phil Huber, CFA, CFP® oversees all investment related functions for the company: centralizing research, leading the investment committee and monitoring portfolios. When he's not serving clients, Phil writes a blog, BPs and Pieces, through which he educates clients and communicates his firm's investment philosophy. About The Company Identifying

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