About Piershale Financial Group, Inc.
<p>In the northwest Chicago suburbs, Piershale Financial Group, Inc. advises individuals, families, and business owners from its headquarters in Barrington, Illinois. Founded in 2011, the firm has 8 employees and reports $0.3B in AUM (2026).</p> <p>After a 2023 affiliation with Apollon Wealth Management, the firm operates as Piershale Financial Group of Apollon. As a registered investment advisor, it works under a fiduciary standard and keeps client interests first.</p> <p>Services include financial planning and investment advisory, along with cash management, risk management, and access to alternative investments. On the retirement side, Piershale takes on 3(21) and 3(38) roles for plan sponsors looking for an ongoing <a href="/plan-advisors">plan advisor</a> relationship.</p> <p>Clients are based across the Greater Chicago area, including Barrington, Crystal Lake, and Chicago, plus Arizona, Florida, Indiana, Tennessee, and Wisconsin. The team includes Managing Director Aymen Kaboub, Senior Vice President of Financial Planning Bob Ruelle, and Chief Investment Officer Eric Sterner. A practical differentiator is the firm’s tech-forward reporting paired with direct access to the advisory team.</p> <ul> <li>Registered investment advisor (RIA) with fiduciary oversight</li> <li>3(21) co-fiduciary and 3(38) investment manager services for retirement plans</li> <li>Financial planning and investment management for higher-net-worth households</li> <li>Cash management, risk planning, and alternative investment access</li> <li>Based in Barrington, serving the Chicago metro and several out-of-state markets</li> </ul>
Website: http://piershalefinancial.com/
Founded: 2011
Employees: 8
Office Locations
- Barrington, IL (Headquarters)
Services Offered
- 3(21) Investment Advisor
- 3(38) Investment Manager
Client Statistics (2026)
- Total Clients: 0
- Total AUM: $264.1M