# Mps-loria Financial Planners,llc
Source: https://planprovider.pro/provider/mps-loria-financial-plannersllc

> Started in 1999, MPS-LORIA Financial Planners, LLC works with retirement plan sponsors and private clients from Burr Ridge in Chicago’s western suburbs, serv…

Retirement Plan Advisor

Burr Ridge, IL

## 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/](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

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