Baehrend Marks
Baehrend Marks is an independent financial advisory firm located in Oak Park, Illinois, specializing in personalized financial strategies tailored to each client's unique situation, preferences, and goals. The firm offers a range of services including investment management, retirement planning, college savings, and legacy building, ensuring that portfolios are adaptable to both market changes and personal circumstances.
The team, led by founder Amie E. Marks, emphasizes a collaborative approach with clients, providing opportunities for discovery meetings to assess compatibility and strategy alignment. Additionally, Baehrend Marks is affiliated with Raymond James Financial Services, allowing them to offer a wide array of investment services while maintaining independence in their operations.
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