About Mps-loria Financial Planners,llc
<p>Started in 1999, MPS-LORIA Financial Planners, LLC works with retirement plan sponsors and private clients from Burr Ridge in Chicago’s western suburbs, serving the broader Chicagoland area.</p> <p>The firm is an independent advisor and reports $0.8B in AUM (2026). Its team includes Financial Advisors, Private Wealth Planners, Accredited Investment Fiduciaries® (AIF®), Certified Public Accountants (CPA®), and Certified Employee Benefit Specialists (CEBS), which allows it to coordinate investment, tax, and benefits work under one roof.</p> <p>For retirement plans, MPS-LORIA provides 3(21) fiduciary services, offering investment advice to plan fiduciaries while keeping sponsor decision-making in place. The firm also runs Private Wealth Planning and Investment Management programs for families and business owners, along with Administrative Services, Business Services, and Family Governance.</p> <p>What sets MPS-LORIA apart is the mix of employee benefits credentials (including CEBS) and fiduciary training (AIF®), which fits sponsors who want an advisor that can connect plan decisions with broader financial planning.</p> <ul> <li><a href="/plan-advisors">Plan advisor</a> services with 3(21) fiduciary support</li> <li>Private Wealth Planning</li> <li>Investment Management</li> <li>Administrative Services and Business Services</li> <li>Family Governance</li> </ul>
Website: https://www.mpsloria.com/
Founded: 1999
Office Locations
- Burr Ridge, IL (Headquarters)
Services Offered
- 3(21) Investment Advisor
Client Statistics (2026)
- Total Clients: 0
- Total AUM: $826.6M