Leelyn Smith, LLC

About Leelyn Smith, LLC

<p>Built around in-house tax work and family office support, Leelyn Smith, LLC advises high-net-worth households and physicians on long-term planning and investment decisions. The firm is headquartered in Geneva in Chicago’s western suburbs, with additional offices in Oak Brook and downtown Chicago.</p> <p>Leelyn Smith, LLC is a registered investment advisor with 21 employees and $0.1B in assets under management (2026). The advisory team includes professionals with CFP® and CFA® designations as well as CPAs, and the firm operates as a fiduciary for its clients.</p> <p>Clients use the firm for portfolio management and ongoing financial planning that ties investments to real-world goals such as retirement income, estate planning, cash flow planning, and philanthropic giving. The firm also provides tax services and works with families who want those pieces handled together rather than split across separate providers.</p> <p>Leelyn Smith, LLC reports serving over 900 families across 31 states. A practical differentiator is its integrated tax and wealth management approach paired with transparent compensation and no hidden fees or commissions.</p> <ul> <li>Wealth management and portfolio management</li> <li>Tax services and CPA support</li> <li>Family office services</li> <li>Retirement income strategy and cash flow planning</li> <li>Estate planning and philanthropic giving coordination</li> </ul>

Website: https://www.leelynsmith.com/

Employees: 21