Defilippis Financial Group

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1751 S Naperville Rd
Wheaton, IL 60189
+1 (630) 668-3030
https://www.defilippisfinancial.com

DeFilippis Financial Group, established in 1987, offers comprehensive wealth management and tax services tailored to individual and family needs in twenty-one states. With a commitment to acting as fiduciaries, their team prioritizes clients' financial well-being by integrating tax expertise with long-term financial planning.

Led by experienced financial advisors, including Stephen W. DeFilippis and Troy S. DeFilippis, the firm manages over $250 million in client assets while emphasizing the importance of customized financial solutions. Their holistic approach aims to enhance clients' lives, not just their portfolios, ensuring a personalized experience for each client.

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