Providing Trusted Financial Guidance Throughout Chicagoland

About Us

As an independent financial firm, Wayne Messmer & Associates enjoys the freedom and flexibility to work with our clients’ individual needs and to identify their unique journey to and in retirement.
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Fresh Look

We believe there is more to investing that stocks, bonds, and mutual funds. And, not one financial plan is the same, nor all investments are right for everyone.

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Financial Team

When you become a client, you will not work with a financial advisor, but a financial TEAM. We believe in providing a simple and straightforward approach to financial planning. We find quality financial tools to grow our clients’ assets and combine them with world-class personal service.

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Financial Roadmap

With mandatory, detailed annual reviews, we take the journey with our clients as their “financial roadmap” is reviewed and monitored for the benefit of their stated goals. If you don’t know where you are going, how will you know when you get there?

Meet Our Team

When you become a client, you will not work with a financial advisor, but a financial TEAM.

Wayne P. Messmer

Co-Founder

James A. Geake

Co-Founder

Kenneth D. Loebel

Associate
Wayne Messmer & Associates, LLC was founded in 1995 upon the principle of using a “team” approach. When you become a client, you will not work with a financial advisor, but a financial TEAM. We believe in providing a simple and straightforward approach to financial planning. We find quality financial tools to grow our clients’ assets and combine them with world-class personal service.