Michael  Porrey,  CFP<sup>&reg;</sup> - Financial Advisor

Michael Porrey, CFP®

MAP Wealth Management

20 N Clark Street, STE 1110
Chicago, IL 60600
FINANCIAL ADVISOR'S WEBSITE
(312) 895-7500 CONNECT WITH Michael
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General

Michael Porrey is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at MAP Wealth Management in Chicago, IL and the surrounding communities.

Financial Advisor Overview

Michael has been practicing Wealth Management since 1994 and is a Certified Financial Planner™ professional. Experience and a comprehensive approach to financial planning have helped him build multi-generational relationships with his clients.  He believes in a dynamic investment strategy process along with building a partnership with the client that extends beyond traditional financial planning.
Michael and his team specialize in the coordination of financial, tax, estate, and distribution planning for individuals, families, and small businesses using a goals-based approach to meet their unique financial needs and objectives. Understanding a client’s personal, professional, and financial goals are essential to Michael’s planning process. He is committed to an independent approach that provides a backdrop for objective decision making.
Michael completed his MBA in Finance at Kellstadt Graduate School of Business (DePaul University) and is involved in the MBA Association as well as an active member of the DePaul University Driehaus College of Business Finance Advisory Board. He is a leader in various academic and community groups including the Financial Planning Association, SIFMA Foundation, and Executive’s Club of Chicago, Chicago Estate Planning Council, Money Smart (Federal Reserve) and Illinois Certified Professional Accountants (ICPAS). 

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Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 24

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Broker-Dealer Affiliation

LPL Financial

Broker-Dealer Disclaimer

Securities offered through LPL Financial, Member FINRA/SIPC. Investment Advice offered through IHT Wealth Management, a registered investment advisor and separate entity from LPL Financial.

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a Home, Annuities, Asset Allocation, Career Change, Estate Planning, Investment Management, Mutual Funds, Insurance, Retirement, Stocks & Bonds, Sudden Wealth

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Helpful Financial Planning Resources