About Us

Where Legacy, Lifestyle, And Tax Strategy Come Together

Rounsfull Financial Group is a tax and wealth management firm with deep roots in Chicago’s North Shore, serving individuals, families, and business owners who value clarity and long-term partnership. For over 35 years, we’ve helped clients preserve wealth, minimize tax impact, and plan with purpose across generations. As a CPA-led firm, we bring thoughtful strategy and deep tax insight to every relationship so you can protect what matters, sustain your lifestyle, and create a legacy with intention.

Decades Of Insight, Applied With Care

We’ve been helping clients make smarter financial decisions for over 35 years. Our team is grounded in real-world experience that has been built on a foundation of trust and a track record of helping people live better with their wealth. We take the time to get it right, and to make sure you understand every step of the process.

Maximize What You Keep With Tax-First Planning

Taxes affect every financial decision, so we start there. Our approach integrates advanced tax strategies into your financial plan, helping you keep more of what you’ve earned, whether you’re planning for retirement, running a business, or preparing to pass on your legacy.

How We Show Up For You

Our work is grounded in real relationships, thoughtful strategy, and doing what’s right for your wealth, your time, and your future.

Build Tax-Advantaged Wealth

We focus on helping you live better and keep more of what you’ve earned. We thoughtfully consider the tax impact of every decision to guide your wealth journey.

Give Educational Guidance

As lifelong learners, we champion the role of education in our work. We simplify the complexities in a way that empowers you to make wise choices and informed decisions.

Honor Your Unique Goals

Your lifestyle and legacy goals matter. Our approach is goals-based and prioritizes reaching the milestones and achievements that will bring the most meaning to your unique journey.

Be A Problem Solver

We love to help people win. We dig in to understand your challenges and help you capture opportunities with clear, actionable solutions so you take the next step with confidence.

See Your Financial Picture Clearly

Your finances can feel complex, but Asset-Map makes it simple. With one easy-to-read snapshot, you’ll see where you stand today and uncover opportunities for tomorrow.

Start Your Asset-Map

Optimize Your Plan For The Future

We don’t expect you to be a financial expert—that’s our job. What we do expect is partnership. That’s why we take time to explain, model, and guide every decision, so you always know what you’re doing and why. We believe confident planning starts with understanding.

Powered By Avantax. Focused On You.

Our partnership with Avantax allows us to deliver sophisticated tools, integrated tax and financial strategies, and industry-leading resources while providing the deeply personal service our clients value.

*Avantax is a distinct community within Cetera Wealth Services LLC.

Your Questions, Answered with Expertise

We’re a tax-focused, CPA-led wealth management firm that combines personalized planning with deep tax expertise. With decades of experience, we help you retain more of what you’ve earned—backed by honesty, integrity, and a genuine commitment to your future.
We begin by listening—your lifestyle, your legacy, the people you care about. Then, leveraging our tax and planning experience, we build a strategy that aligns your life and financial goals.
Everything starts with understanding your story. From there, we apply our tax-savvy, planning-first approach to build a personalized wealth strategy tailored to you.
We offer tax-smart wealth management for individuals, families, and business owners—spanning personal planning, business services, retirement, estate, insurance, and beyond.
If you'd like clarity, tax efficiency, and confidence in your financial future—no matter the chapter you're in—partnering with a trusted advisor like us can help you build with purpose and protection.

Who We Work With

We serve individuals, families, and business owners with personalized financial strategies, guiding you through every life stage with tax-smart planning and thoughtful advice.

See Who We Help

Our Approach

Our approach starts with understanding your unique goals and values, then tailors a tax-efficient strategy that helps you achieve financial clarity and long-term success.

See Our Approach

Our Team

Our experienced, CPA-led team at Rounsfull Financial Group is committed to providing you with personalized guidance, clarity, and long-term financial solutions.

Meet Our Team