At our Chicago-based Registered Investment Advisory firm, we believe that “You come first. All the time. Every time.™“

That is why we serve the greater Chicago area with a client-first philosophy combined with innovative thinking and a solution-oriented mindset. We are proud of our role in helping to achieve the goals of couples and individuals, business owners, public funds, non-profits, and financial institutions for over 27 years.

Working with us, you will receive the expertise of a fee-only financial advisory firm that is committed to:

• Independence from the dictates of national and multinational companies

• Fiduciary service that always puts you first

• Fee-only financial planning and investment management so you always know what you’re paying

• Local ties with team members who live and work in the community

We believe we are here to make our relationships with clients as convenient as possible. We can meet you online, at our Chicago office, or at our offices in Sylvania, Ohio, or Scottsdale, Arizona.

Locations We Serve from Our Office in Chicago, Illinois

• Chicago

• Western Suburbs
  (including Oak Park, River Forrest, Elmhurst Oak Brook, Lombard, Glen Ellyn, Wheaton, La Grange, Riverside, Western Springs, Hinsdale, Burr Ridge, Clarendon Hills, Downers Grove, and Naperville)

• North Shore
  (including Deerfield, Northbrook, Northfield, Glenview, Skokie, Wilmette, Kenilworth, Winnetka, Glencoe, Highland Park, Fort Sheridan, Lake Forest, and Lake Bluff)

• Northwest Suburbs
  (including Buffalo Grove, Long Grove, Vernon Hills, Arlington Heights, Mundelein, Wheeling, Wauconda, Lindenhurst, Mount Prospect, Gurnee, Palatine, and Barrington)

We are conveniently located in the heart of “The Loop” at 55 W. Monroe Street. With a centralized location offering convenient access to both city dwellers and suburbanites, SJS’ Chicago office is steps away from the CTA “L” stops on the Red, Blue, Brown, Green, Pink, and Purple lines; Metra commuter train stations; Ogilvie Transportation Center; Union Station; and several public parking garages.

SJS Investment Services
Chicago Office

55 W. Monroe Street, Suite 2540
Chicago, IL 60603

Phone: (800) 434-4406

Directions from South West

• Merge onto I-55 N.

• Use the right lane to merge onto I-90 W/I-94 W toward W Ryan Expy/Wisconsin

• Take exit 51H-51I for Congress Parkway toward Chicago Loop

• Continue onto IL-110 E.

• Take the Wacker Dr./Franklin St. exit.

• Keep right, follow signs for Franklin St., and merge onto S. Franklin St.

• Turn right onto W. Monroe St.

• Arrive at 55 W. Monroe St.

Directions from North

• Merge onto I-94 E.

• Use the left lane to merge onto I-90/I-94.

• Take exit 51H-51I for Congress Parkway toward Chicago Loop

• Continue onto IL-110 E.

• Take the Wacker Dr./Franklin St. exit.

• Keep right, follow signs for Franklin St., and merge onto S. Franklin St.

• Turn right onto W. Monroe St.

• Arrive at 55 W. Monroe St.

Directions from North WesT

• Merge onto I-90 E

• Use the left lane to merge onto I-90/I-94.

• Take exit 51H-51I for Congress Parkway toward Chicago Loop

• Continue onto IL-110 E.

• Take the Wacker Dr./Franklin St. exit.

• Keep right, follow signs for Franklin St., and merge onto S. Franklin St.

• Turn right onto W. Monroe St.

• Arrive at 55 W. Monroe St.

Thomas Kelly, CFA

Chief Investment Officer, Senior Advisor

Tom joined SJS in June 2018 as a Senior Client Portfolio Manager, and was named Chief Investment Officer in October 2020. Tom works to continually improve the MarketPlus Investing® investment philosophy and implementation, as well as to grow SJS’ presence in the Chicago area.